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 %
BCA
3926
Bay Capital Advisors
Virginia
$374K +$374K +825 New
LWM
3927
Level Wealth Management
North Carolina
$374K +$374K +825 New
MCM
3928
Manchester Capital Management
Vermont
$374K – – –
DRD
3929
Dennis R. Delaney
$372K -$9.07K -20 -2%
HSWS
3930
Higgins & Schmidt Wealth Strategies
Colorado
$372K -$4.53K -10 -1%
KCAM
3931
Kagan Cocozza Asset Management
New Jersey
$372K +$372K +820 New
CCP
3932
Clarity Capital Partners
California
$371K +$3.63K +8 +1%
CWA
3933
Clearview Wealth Advisors
Oregon
$371K -$90.2K -199 -20%
CC
3934
Citrine Capital
California
$371K +$371K +818 New
RA
3935
Ruggaard & Associates
Ohio
$369K +$11.8K +26 +3%
CKAIS
3936
Christensen King & Associates Investment Services
Washington
$369K +$917 +2 +0.2%
MWA
3937
Mills Wealth Advisors
Texas
$369K +$4.08K +9 +1%
APC
3938
Aspire Private Capital
North Carolina
$368K – – –
JSA
3939
Jacobson & Schmitt Advisors
Wisconsin
$368K – – –
LBWM
3940
Left Brain Wealth Management
Illinois
$368K -$16.8K -37 -4%
SCP
3941
Shorepoint Capital Partners
Massachusetts
$368K +$907 +2 +0.2%
KFGG
3942
Keystone Financial Group (Georgia)
Georgia
$368K +$368K +811 New
HIP
3943
Harrell Investment Partners
Texas
$367K – – –
EMC
3944
Everest Management Corp
California
$367K +$367K +810 New
E
3945
EntreWealth
Texas
$367K +$367K +802 New
FS
3946
Ferguson Shapiro
Georgia
$367K – – –
SIM
3947
Synergy Investment Management
Florida
$364K +$364K +804 New
NIA
3948
NIA Impact Advisors
California
$363K – – –
CIS
3949
Connors Investor Services
Pennsylvania
$363K – – –
FF
3950
Friedenthal Financial
New Jersey
$363K – – –
156 157
158
159 160