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 %
DA
3726
Drake & Associates
Wisconsin
$495K +$110K +233 +29%
PWS
3727
Proactive Wealth Strategies
Georgia
$495K – – –
MAG
3728
Mayfair Advisory Group
Alabama
$494K – – –
BTC
3729
Bank & Trust Company
Illinois
$493K +$14.1K +31 +3%
GWA
3730
Gutierrez Wealth Advisory
Arkansas
$493K +$493K +1,088 New
KFP
3731
Keener Financial Planning
Texas
$493K +$14.5K +32 +3%
KIG
3732
Kennedy Investment Group
New Jersey
$492K +$1.81K +4 +0.4%
CAP
3733
Columbia Advisory Partners
Washington
$491K +$35.4K +78 +8%
GAB
3734
German American Bancorp
Indiana
$490K +$13.6K +30 +3%
O3W
3735
Omni 360 Wealth
New Jersey
$490K -$199K -438 -29%
CC
3736
Climber Capital
Switzerland
$490K +$490K +1,082 New
DWM
3737
Daner Wealth Management
Georgia
$490K +$490K +1,037 New
RWM
3738
Rockline Wealth Management
New York
$489K – – –
MAM
3739
MMA Asset Management
Pennsylvania
$489K -$250K -551 -34%
JPLA
3740
Joseph P. Lucia & Associates
New York
$489K +$40.8K +90 +9%
IPWA
3741
International Private Wealth Advisors
California
$486K +$486K +1,072 New
IA
3742
IFS Advisors
Kansas
$485K +$194K +429 +67%
QP
3743
Quartz Partners
New York
$484K +$4.99K +11 +1%
PIN
3744
Prudent Investors Network
California
$482K – – –
OFO
3745
OneAscent Family Office
Alabama
$480K +$480K +1,058 New
PSFG
3746
Park Square Financial Group
Georgia
$478K +$478K +1,055 New
VWM
3747
Vigilare Wealth Management
Arizona
$478K – – –
MSWM
3748
Mowery & Schoenfeld Wealth Management
Illinois
$476K -$824K -1,817 -63%
OPW
3749
Oxler Private Wealth
New York
$476K – – –
PFM
3750
Peak Financial Management
Massachusetts
$473K -$113K -250 -19%
148 149
150
151 152