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 %
NFA
3801
Northwest Financial Advisors
Virginia
$443K +$83K +183 +23%
ACM
3802
Advance Capital Management
Michigan
$442K +$34.9K +77 +9%
TFA
3803
Toth Financial Advisory
Virginia
$441K – – –
GPW
3804
Gray Private Wealth
Massachusetts
$441K +$6.35K +14 +1%
NJBEST
3805
New Jersey Better Educational Savings Trust
New Jersey
$441K – – –
FFWM
3806
Future Financial Wealth Management
Ohio
$441K – – –
CWM
3807
Collaborative Wealth Management
Florida
$440K -$1.36K -3 -0.3%
VPF
3808
Vantage Point Financial
Illinois
$439K +$439K +968 New
AFA
3809
AA Financial Advisors
Ohio
$438K – – –
FC
3810
Fusion Capital
South Carolina
$438K +$1.81K +4 +0.4%
TCM
3811
Towneley Capital Management
California
$437K – – –
VFIC
3812
Valley Forge Investment Consultants
Pennsylvania
$436K -$22.7K -50 -5%
TWP
3813
Triad Wealth Partners
Kansas
$435K +$435K +960 New
OC
3814
Opinicus Capital
Florida
$434K -$1.36K -3 -0.3%
SHA
3815
Seneca House Advisors
Virginia
$434K -$33.5K -74 -7%
RWMG
3816
Redwood Wealth Management Group
New Jersey
$434K +$2.27K +5 +0.5%
HR
3817
Howe & Rusling
New York
$434K – – –
RCYC
3818
Richard C. Young & Co
Rhode Island
$433K – – –
KPP
3819
Kings Path Partners
Texas
$433K – – –
GAM
3820
GEM Asset Management
Michigan
$433K +$49.9K +110 +13%
MFA
3821
Morling Financial Advisors
California
$433K +$94.7K +209 +28%
GGA
3822
Granite Group Advisors
Connecticut
$431K – – –
CCM
3823
Cox Capital Management
Massachusetts
$431K – – –
SWM
3824
SFG Wealth Management
Maryland
$430K +$9.52K +21 +2%
SWP
3825
Semus Wealth Partners
Florida
$430K – – –
151 152
153
154 155