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 %
LFG
4026
Lockerman Financial Group
California
$326K – – –
FWM
4027
Fonville Wealth Management
Virginia
$326K – – –
AWM
4028
Accredited Wealth Management
Kentucky
$326K +$326K +720 New
SCM
4029
Stevens Capital Management
Pennsylvania
$326K -$1.52M -3,363 -82%
HIF
4030
Hill Island Financial
Michigan
$324K – – –
BRIA
4031
Balanced Rock Investment Advisors
Massachusetts
$324K +$15.9K +35 +5%
MM
4032
Meridian Management
Arkansas
$324K +$38.5K +85 +13%
NFG
4033
Northeast Financial Group
Pennsylvania
$324K – – –
LF
4034
LifePlan Financial
Minnesota
$323K -$416K -918 -56%
HC
4035
Headland Capital
South Carolina
$323K +$323K +712 New
EIA
4036
Eastover Investment Advisors
North Carolina
$322K – – –
WMWM
4037
Wilkins Miller Wealth Management
Alabama
$321K +$321K +709 New
SA
4038
Scarborough Advisors
Maryland
$321K – – –
AC
4039
Asio Capital
Kentucky
$320K -$42.6K -94 -12%
KFS
4040
Kaizen Financial Strategies
California
$320K +$9.07K +20 +3%
BC
4041
Brio Consultants
California
$320K -$110K -242 -26%
CFG
4042
Copley Financial Group
California
$318K +$4.53K +10 +1%
OPOWM
4043
One Plus One Wealth Management
Florida
$318K – – –
TS
4044
Tamar Securities
California
$317K -$39.4K -87 -11%
MC
4045
Maren Capital
Illinois
$317K – – –
SAM
4046
Sompo Asset Management
Japan
$317K +$317K +700 New
LRIC
4047
Long Road Investment Counsel
Michigan
$317K – – –
RWM
4048
Refined Wealth Management
Utah
$316K – – –
HWM
4049
HighMark Wealth Management
Minnesota
$316K +$126K +277 +66%
SNWA
4050
Siligmueller & Norvid Wealth Advisors
Illinois
$315K +$315K +696 New
160 161
162
163 164