BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,465 hedge funds and large institutions have $394B invested in Berkshire Hathaway Class B in 2024 Q4 according to their latest regulatory filings, with 568 funds opening new positions, 1,709 increasing their positions, 1,550 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,465
Holders Change
+390
Holders Change %
+9.57%
% of All Funds
59.43%
Holding in Top 10
718
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+2.57%
% of All Funds
9.56%
New
568
Increased
1,709
Reduced
1,550
Closed
96
Calls
$10.3B
Puts
$6.2B
Net Calls
+$4.15B
Net Calls Change
-$192M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$724M
2
Morgan Stanley
Morgan Stanley
New York
+$683M
3
BCP
BSN Capital Partners
United Kingdom
+$616M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$556M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$553M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$4.27B
2
IAIM
International Assets Investment Management
Florida
-$3.81B
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.13B
4
PFA
Pathway Financial Advisers
Indiana
-$702M
5
Bank of America
Bank of America
North Carolina
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
3701
Angeles Investment Advisors
California
$509K – – –
HFS
3702
Hoge Financial Services
Pennsylvania
$509K +$60.3K +133 +13%
TCM
3703
TruNorth Capital Management
Michigan
$509K +$375K +827 +280%
OFG
3704
Omega Financial Group
California
$508K -$29.5K -65 -5%
PPW
3705
PACK Private Wealth
Minnesota
$508K – – –
CBT
3706
Crews Bank & Trust
Florida
$507K +$507K +1,119 New
TIA
3707
Tandem Investment Advisors
South Carolina
$507K -$40.8K -90 -7%
OAS
3708
Optivise Advisory Services
Tennessee
$507K +$68.5K +151 +16%
BHWA
3709
Beacon Harbor Wealth Advisors
Virginia
$505K – – –
TAM
3710
TCP Asset Management
Ohio
$505K – – –
HFP
3711
Holistic Financial Partners
Indiana
$505K +$49.4K +109 +11%
HAM
3712
Harmony Asset Management
Arizona
$504K – – –
CFSG
3713
Clark Financial Services Group
Missouri
$503K – – –
WPA
3714
West Paces Advisors
Georgia
$503K – – –
WWM
3715
Wagner Wealth Management
South Carolina
$503K +$92K +203 +22%
WCA
3716
Westover Capital Advisors
Delaware
$502K +$11.8K +26 +2%
SFG
3717
Synergy Financial Group
California
$502K +$38.1K +84 +8%
TF
3718
Theory Financial
Colorado
$502K +$502K +1,108 New
WBCM
3719
Wilson & Boucher Capital Management
California
$501K – – –
CFG
3720
Certior Financial Group
Pennsylvania
$498K +$498K +1,099 New
BWMG
3721
Barnes Wealth Management Group
California
$497K +$497K +1,097 New
B
3722
Barings
North Carolina
$497K -$24.5K -54 -5%
USWIA
3723
UP Strategic Wealth Investment Advisors
Pennsylvania
$497K +$270K +595 +119%
FW
3724
Fidato Wealth
Ohio
$496K +$496K +1,095 New
CWR
3725
Chico Wealth RIA
California
$496K +$9.52K +21 +2%
147 148
149
150 151