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 %
DLHL
3751
Donald L. Hagan LLC
Florida
$472K – – –
PWA
3752
Peterson Wealth Advisors
Utah
$472K +$21.3K +47 +5%
FAM
3753
Flaharty Asset Management
Florida
$470K – – –
SJIM
3754
St. Johns Investment Management
Florida
$469K +$85.7K +189 +22%
HFRG
3755
Houlihan Financial Resource Group
Virginia
$468K – – –
SSW
3756
Stone Summit Wealth
Florida
$466K -$31.7K -70 -6%
BWCS
3757
Beirne Wealth Consulting Services
Connecticut
$466K – – –
AAM
3758
American Asset Management
Florida
$465K -$1.36K -3 -0.3%
SR
3759
Syntax Research
Florida
$464K – – –
SICM
3760
Sustainable Insight Capital Management
New York
$464K – – –
NWMP
3761
Noble Wealth Management PBC
Colorado
$463K +$463K +1,022 New
AWA
3762
Alaska Wealth Advisors
Alaska
$462K -$9.07K -20 -2%
BWM
3763
BCO Wealth Management
New Mexico
$462K +$462K +1,019 New
RF
3764
Roxbury Financial
New Jersey
$462K +$462K +956 New
BMD
3765
Better Money Decisions
New Mexico
$460K – – –
IF
3766
IRON Financial
Illinois
$459K – – –
DFCM
3767
Dark Forest Capital Management
Puerto Rico
$459K -$1.89M -4,164 -80%
APA
3768
Astoria Portfolio Advisors
New York
$458K +$458K +1,018 New
BC
3769
Barrett & Company
Rhode Island
$458K +$146K +323 +47%
RF
3770
RHS Financial
California
$457K – – –
GPA
3771
Guidance Point Advisors
Massachusetts
$457K -$26.3K -58 -5%
UAML
3772
US Asset Management LLC
Pennsylvania
$456K -$31.7K -70 -6%
DAC
3773
Dividend Assets Capital
South Carolina
$456K – – –
AWM
3774
Avondale Wealth Management
Texas
$456K +$24.9K +55 +6%
WAL
3775
W Advisors LLC
Tennessee
$455K +$4.53K +10 +1%
149 150
151
152 153