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 %
IAS
3851
Investment Advisory Services
Texas
$418K – – –
CGFA
3852
Colton Groome Financial Advisors
North Carolina
$417K -$40.8K -90 -9%
GBFP
3853
Golden Bell Financial Planning
Georgia
$416K +$416K +918 New
ZAM
3854
Zevin Asset Management
Massachusetts
$416K +$1.36K +3 +0.3%
AWP
3855
Accretive Wealth Partners
New Jersey
$416K – – –
WWP
3856
Wise Wealth Partners
Arizona
$415K +$415K +915 New
MCM
3857
Monument Capital Management
Virginia
$413K – – –
EA
3858
Evolution Advisers
Virginia
$413K – – –
MCM
3859
MontVue Capital Management
Virginia
$411K – – –
GCM
3860
Gunderson Capital Management
South Carolina
$409K -$128K -282 -24%
MBFW
3861
Morton Brown Family Wealth
Pennsylvania
$409K – – –
AC
3862
Addison Capital
Pennsylvania
$409K +$2.27K +5 +0.6%
BCAM
3863
Boston Common Asset Management
Massachusetts
$408K -$4.99K -11 -1%
NECFA
3864
New England Capital Financial Advisors
Connecticut
$408K – – –
CA
3865
Claris Advisors
Missouri
$407K +$77.1K +170 +23%
WLPWM
3866
Walled Lake Planning & Wealth Management
Illinois
$407K +$5.89K +13 +1%
GCM
3867
Graham Capital Management
Connecticut
$406K -$2.29M -5,057 -85%
AA
3868
AJ Advisors
Tennessee
$406K +$453 +1 +0.1%
RWM
3869
Reston Wealth Management
Virginia
$406K +$99.7K +220 +33%
EM
3870
ELCO Management
New York
$406K – – –
NA
3871
Note Advisors
New York
$405K +$405K +893 New
OCM
3872
Orion Capital Management
California
$404K -$9.07K -20 -2%
PCP
3873
Panoramic Capital Partners
Oregon
$404K +$404K +891 New
EARNEST Partners
3874
EARNEST Partners
Georgia
$403K – – –
PIA
3875
Pollock Investment Advisors
Michigan
$401K +$401K +885 New
153 154
155
156 157