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 %
ACM
3901
Aljian Capital Management
Nevada
$388K – – –
GFG
3902
Grantvest Financial Group
New Jersey
$388K +$388K +855 New
PCA
3903
Providence Capital Advisors
North Carolina
$386K -$3.17K -7 -0.8%
AA
3904
AlphaMark Advisors
Kentucky
$385K +$49.9K +110 +15%
ES
3905
ETF Store
Kansas
$385K +$92K +203 +31%
CC
3906
Cypress Capital
Tennessee
$384K +$384K +847 New
LWA
3907
Lifelong Wealth Advisors
Minnesota
$384K +$384K +847 New
CCM
3908
Carderock Capital Management
Maryland
$383K -$2.27K -5 -0.6%
HA
3909
HFG Advisors
Ohio
$383K – – –
FA
3910
Fortis Advisors
Pennsylvania
$383K -$907 -2 -0.2%
KWA
3911
Kondo Wealth Advisors
California
$383K +$383K +844 New
VWM
3912
Valley Wealth Managers
New Jersey
$381K -$45.3K -100 -11%
EA
3913
Enclave Advisors
Texas
$381K -$22.7K -50 -6%
AIA
3914
Affinity Investment Advisors
California
$379K -$40.8K -90 -10%
BA
3915
BIP Alliance
Georgia
$379K +$379K +837 New
RA
3916
Resolute Advisors
California
$379K +$379K +836 New
PA
3917
Promethium Advisors
Maryland
$378K +$9.07K +20 +2%
HWM
3918
Hobbs Wealth Management
Indiana
$377K +$377K +832 New
MIA
3919
MainStreet Investment Advisors
Illinois
$377K – – –
PWA
3920
Primoris Wealth Advisors
Florida
$376K -$39.4K -87 -9%
CBT
3921
Central Bank & Trust
Kentucky
$375K – – –
HWM
3922
Howard Wealth Management
Connecticut
$375K -$24.9K -55 -6%
FWM
3923
FSA Wealth Management
Massachusetts
$375K – – –
FWS
3924
FinDec Wealth Services
California
$375K +$131K +289 +54%
SFI
3925
SPC Financial Inc
Maryland
$374K +$153K +337 +69%
155 156
157
158 159