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 %
AC
4051
AWM Capital
Arizona
$315K +$15.9K +35 +5%
MIM
4052
Montgomery Investment Management
Maryland
$315K – – –
FBT
4053
First Bankers Trust
Kentucky
$314K -$13.6K -30 -4%
PSA
4054
Plum Street Advisors
Louisiana
$313K +$45.3K +100 +17%
GK
4055
Graney & King
New York
$313K +$313K +690 New
ACM
4056
Alamar Capital Management
California
$312K – – –
BWS
4057
Buck Wealth Strategies
Colorado
$312K +$312K +689 New
PD
4058
Planning Directions
Pennsylvania
$312K -$19.5K -43 -6%
BAM
4059
Beaumont Asset Management
Texas
$312K – – –
HWMC
4060
Heritage Wealth Management (California)
California
$311K +$4.99K +11 +2%
AWP
4061
Astra Wealth Partners
New Jersey
$310K +$310K +685 New
PAM
4062
Peninsula Asset Management
Florida
$309K – – –
RAS
4063
RPS Advisory Solutions
Kentucky
$309K – – –
FL
4064
FreeGulliver LLC
Louisiana
$308K -$137K -303 -31%
LC
4065
Luminist Capital
Michigan
$308K +$308K +680 New
BMC
4066
Bear Mountain Capital
Washington
$308K – – –
TFCP
4067
Twin Focus Capital Partners
Massachusetts
$308K -$22.7K -50 -7%
APW
4068
Acima Private Wealth
Virginia
$308K – – –
KCM
4069
Kendall Capital Management
Maryland
$307K -$4.53K -10 -1%
OC
4070
OxenFree Capital
Florida
$306K +$306K +676 New
CCA
4071
Conservest Capital Advisors
Pennsylvania
$306K -$907 -2 -0.3%
T
4072
Tableaux
Massachusetts
$305K +$305K +673 New
MFP
4073
Meridian Financial Partners
Virginia
$305K +$4.53K +10 +2%
TFA
4074
Tobias Financial Advisors
Florida
$305K – – –
SFPG
4075
Stonebridge Financial Planning Group
Florida
$304K -$26.7K -59 -8%
161 162
163
164 165