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 %
CWM
3776
Cranbrook Wealth Management
Michigan
$455K – – –
CWA
3777
CM Wealth Advisors
Ohio
$454K – – –
PFA
3778
Pinnacle Family Advisors
Missouri
$454K +$4.99K +11 +1%
GA
3779
Greenhaven Associates
New York
$454K – – –
GWI
3780
Grace & White Inc
New York
$453K – – –
NOCM
3781
Night Owl Capital Management
Connecticut
$453K – – –
BCM
3782
Bienville Capital Management
New York
$453K +$453K +1,000 New
ITB
3783
Idaho Trust Bank
Idaho
$453K – – –
CWMS
3784
Cannon Wealth Management Services
North Carolina
$453K -$6.04K -13 -1%
HGERS
3785
Householder Group Estate & Retirement Specialist
Arizona
$452K -$1.53M -3,382 -77%
PDM
3786
Penn Davis McFarland
Texas
$452K -$1.81K -4 -0.4%
JC
3787
JBGlobal.com
New York
$451K +$451K +995 New
UIM
3788
Unified Investment Management
Georgia
$451K +$451K +995 New
TLA
3789
Tanglewood Legacy Advisors
Texas
$451K +$217K +478 +93%
DAS
3790
DMKC Advisory Services
Iowa
$450K +$450K +993 New
IAMOG
3791
Investors Asset Management of Georgia
Georgia
$449K – – –
RFW
3792
Rainier Family Wealth
Washington
$448K +$448K +989 New
AA
3793
ArborFi Advisors
Michigan
$448K +$448K +988 New
IWS
3794
Insight Wealth Strategies
California
$447K +$233K +514 +109%
AWM
3795
Affinity Wealth Management
Delaware
$446K – – –
MTWM
3796
Masso Torrence Wealth Management
New Jersey
$446K +$13.6K +30 +3%
SWM
3797
Shakespeare Wealth Management
Wisconsin
$445K +$106K +234 +31%
PP
3798
Postrock Partners
Oregon
$445K +$445K +981 New
PWM
3799
Purus Wealth Management
California
$444K -$13.6K -30 -3%
LF
3800
Lighthouse Financial
Florida
$444K +$444K +980 New
150 151
152
153 154