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 %
LWM
3976
Lighthouse Wealth Management
Ohio
$355K +$355K +783 New
KWA
3977
Kellett Wealth Advisors
Ohio
$354K -$40.8K -90 -10%
LI
3978
LVZ Inc
Michigan
$354K – – –
EFA
3979
Edge Financial Advisors
Illinois
$354K +$31.7K +70 +10%
LWM
3980
Latko Wealth Management
Illinois
$353K – – –
IWA
3981
IVC Wealth Advisors
Pennsylvania
$351K +$3.63K +8 +1%
Betterment LLC
3982
Betterment LLC
New York
$351K +$42.2K +93 +14%
JFG
3983
JDM Financial Group
Texas
$350K -$29.9K -66 -8%
MF
3984
Meridian Financial
Massachusetts
$350K -$6.8K -15 -2%
CP
3985
Covenant Partners
Tennessee
$350K +$6.35K +14 +2%
HIMS
3986
Hager Investment Management Services
New Hampshire
$349K +$349K +771 New
KDA
3987
Kraft Davis & Associates
Missouri
$349K – – –
HGA
3988
Hobbs Group Advisors
South Carolina
$349K +$9.97K +22 +3%
IWP
3989
Invenio Wealth Partners
Florida
$348K – – –
MAG
3990
Members Advisory Group
New York
$346K +$148K +327 +75%
PMIA
3991
Patrick Mauro Investment Advisor
Illinois
$345K – – –
AWP
3992
Axis Wealth Partners
Rhode Island
$345K +$345K +762 New
LCM
3993
Landscape Capital Management
New Jersey
$344K -$402K -887 -54%
1IA
3994
1834 Investment Advisors
Wisconsin
$344K +$5.44K +12 +2%
CB
3995
Community Bank
New York
$344K -$9.07K -20 -3%
PGF
3996
Plan Group Financial
Oklahoma
$344K – – –
MPPLM
3997
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$342K – – –
MAV
3998
Mason & Associates (Virginia)
Virginia
$342K +$31.7K +70 +10%
OSNBOA
3999
Old Second National Bank of Aurora
Illinois
$342K +$6.35K +14 +2%
OWMIAS
4000
One Wealth Management Investment & Advisory Services
Florida
$340K – – –
158 159
160
161 162