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 %
Mawer Investment Management
4001
Mawer Investment Management
Alberta, Canada
$340K – – –
WFC
4002
Western Financial Corp
California
$340K +$77.1K +170 +29%
RK
4003
Rather & Kittrell
Tennessee
$339K +$6.8K +15 +2%
PFA
4004
Pathway Financial Advisors
Vermont
$338K +$18.6K +41 +6%
AAA
4005
Adams Asset Advisors
Texas
$337K – – –
MGI
4006
MayTech Global Investments
New York
$337K -$165K -363 -33%
KFG
4007
Kingdom Financial Group
Arizona
$336K – – –
WWM
4008
Wiser Wealth Management
Georgia
$336K +$57.1K +126 +20%
DWM
4009
DKM Wealth Management
California
$336K +$336K +740 New
MWPCG
4010
Measured Wealth Private Client Group
New Hampshire
$335K -$3.63K -8 -1%
SA
4011
Stewardship Advisors
Pennsylvania
$334K +$18.6K +41 +6%
PCM
4012
Passive Capital Management
Maryland
$333K – – –
W
4013
WorthPointe
California
$333K +$6.35K +14 +2%
ERIC
4014
Eagle Rock Investment Company
Georgia
$333K – – –
PFS
4015
Prospect Financial Services
New York
$333K +$113K +249 +51%
MWS
4016
Maxwell Wealth Strategies
California
$332K – – –
PS
4017
Pinney & Scofield
Massachusetts
$331K +$331K +731 New
MGWA
4018
Monument Group Wealth Advisors
Massachusetts
$331K – – –
HWM
4019
HRC Wealth Management
Idaho
$330K – – –
AWM
4020
Altus Wealth Management
Kentucky
$330K – – –
GIM
4021
Grassi Investment Management
California
$329K – – –
NWMG
4022
Nicholson Wealth Management Group
South Carolina
$329K – – –
OAP
4023
One Advisory Partners
Kansas
$329K – – –
BWM
4024
Biltmore Wealth Management
Arizona
$328K – – –
FWM
4025
Foguth Wealth Management
Michigan
$327K +$34.3K +74 +12%
159 160
161
162 163