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 %
FF
3876
Friday Financial
Iowa
$401K +$401K +884 New
AAS
3877
Asset Allocation Strategies
Michigan
$400K -$3.3K -7 -0.8%
WMWM
3878
Whitaker-Myers Wealth Managers
Ohio
$400K +$400K +883 New
1CP
3879
17 Capital Partners
Arizona
$399K – – –
BB
3880
Berkshire Bank
Massachusetts
$399K -$70.3K -155 -15%
OPWM
3881
Oxinas Partners Wealth Management
Indiana
$399K +$28.6K +63 +8%
CIP
3882
Capital Insight Partners
Arizona
$398K -$130K -287 -25%
MWP
3883
Moller Wealth Partners
$398K – – –
CCA
3884
Carrera Capital Advisors
Michigan
$397K -$4.99K -11 -1%
GWA
3885
Gibson Wealth Advisors
Texas
$397K – – –
CPG
3886
Cornerstone Planning Group
New Jersey
$396K +$9.97K +21 +3%
NI
3887
NDVR Inc
Massachusetts
$396K +$44.4K +98 +13%
WFAG
3888
Worth Financial Advisory Group
North Carolina
$395K -$11.3K -25 -3%
EA
3889
Echo45 Advisors
California
$395K +$10.9K +24 +3%
TFG
3890
Tull Financial Group
Virginia
$394K +$33.1K +73 +9%
AFTS
3891
American Financial & Tax Strategies
New York
$393K – – –
MEAC
3892
M.E. Allison & Co
Texas
$393K +$393K +868 New
LFP
3893
Lakeshore Financial Planning
Michigan
$393K – – –
SPF
3894
South Plains Financial
Texas
$393K +$393K +867 New
JAIC
3895
Josh Arnold Investment Consultant
Minnesota
$392K -$56.7K -125 -13%
ASW
3896
Astoria Strategic Wealth
Texas
$392K – – –
MG
3897
MilWealth Group
Wisconsin
$391K +$338K +745 +631%
BIG
3898
Builder Investment Group
Georgia
$391K -$15.9K -35 -4%
NLWP
3899
Next Level Wealth Planning
Idaho
$390K +$390K +860 New
PWMG
3900
Pinnacle Wealth Management Group
Michigan
$389K – – –
154 155
156
157 158