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 %
SC
3951
Scholtz & Company
Connecticut
$363K – – –
SCI
3952
Silver Coast Investments
United States
$363K – – –
GRA
3953
Golden Road Advisors
Florida
$362K – – –
WMA
3954
Wealth Management Associates
New Jersey
$362K +$453 +1 +0.1%
IW
3955
Instrumental Wealth
Florida
$362K +$3.83K +8 +1%
WWG
3956
West Wealth Group
California
$362K -$12.2K -27 -3%
EFG
3957
Ehrlich Financial Group
California
$361K -$13.6K -30 -4%
MWM
3958
Maltin Wealth Management
New Jersey
$361K – – –
FIS
3959
Fischer Investment Strategies
California
$361K +$361K +796 New
MP
3960
Moment Partners
California
$360K +$360K +795 New
PFA
3961
Plotkin Financial Advisors
Maryland
$360K – – –
AA
3962
ACT Advisors
North Carolina
$360K -$46.7K -103 -11%
FBC
3963
Fairfield, Bush & Co
Connecticut
$359K -$27.7K -61 -7%
RIA
3964
Realta Investment Advisors
Delaware
$359K -$523K -1,152 -59%
CA
3965
Cannon Advisors
North Carolina
$359K +$58K +128 +19%
PWM
3966
Prosperity Wealth Management
California
$359K -$951K -2,097 -73%
WFS
3967
Widmann Financial Services
Maryland
$358K – – –
JA
3968
JVL Associates
Michigan
$358K +$3.63K +8 +1%
VPWA
3969
Vestia Personal Wealth Advisors
Indiana
$358K +$40.3K +89 +13%
ACMA
3970
Arbor Capital Management (Alaska)
Alaska
$356K -$5.66K -12 -2%
CCM
3971
Chiron Capital Management
Florida
$356K – – –
CWA
3972
Carolina Wealth Advisors
South Carolina
$356K -$325K -717 -48%
GSIS
3973
Global Strategic Investment Solutions
Arizona
$356K -$50.8K -112 -12%
OWA
3974
Oak Wealth Advisors
Illinois
$355K +$355K +784 New
ST
3975
Somerset Trust
Pennsylvania
$355K -$340K -750 -49%
157 158
159
160 161