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 %
DWA
4076
Delos Wealth Advisors
Texas
$304K +$31.7K +70 +12%
LC
4077
Lavaca Capital
Texas
$304K – – –
ECG
4078
EPIQ Capital Group
California
$304K – – –
SWM
4079
Seed Wealth Management
Illinois
$303K – – –
AIM
4080
Arcadia Investment Management
Michigan
$303K +$90.7K +200 +43%
MAM
4081
McCarthy Asset Management
California
$302K – – –
CG
4082
Clifford Group
Massachusetts
$302K – – –
SWR
4083
Spahn Wealth & Retirement
Arizona
$301K +$301K +664 New
M
4084
MATAURO
New York
$301K +$301K +663 New
OFG
4085
OmniStar Financial Group
North Carolina
$299K – – –
BG
4086
Bollard Group
Massachusetts
$299K – – –
FWM
4087
FFT Wealth Management
Pennsylvania
$297K +$47.6K +105 +19%
IRC
4088
Investors Research Corp
Georgia
$296K +$7.71K +17 +3%
MSWMA
4089
Market Street Wealth Management Advisors
Indiana
$296K +$23.1K +51 +8%
FWC
4090
First Washington Corp
Washington
$295K – – –
OBWP
4091
O'Brien Wealth Partners
Massachusetts
$295K – – –
KFS
4092
Kelly Financial Services
Massachusetts
$294K +$453 +1 +0.2%
SRWM
4093
Shira Ridge Wealth Management
California
$294K +$13.6K +30 +5%
ACA
4094
American Capital Advisory
Idaho
$293K – – –
FCMT
4095
Founders Capital Management (Texas)
Texas
$292K – – –
CTC
4096
Corundum Trust Company
South Dakota
$291K -$12.7K -28 -4%
BW
4097
BostonPremier Wealth
Massachusetts
$291K +$291K +643 New
MAS
4098
MPWM Advisory Solutions
Georgia
$291K +$291K +641 New
CSA
4099
Cottage Street Advisors
Massachusetts
$290K +$45.3K +100 +19%
PWP
4100
Precedent Wealth Partners
Texas
$289K -$39.9K -88 -12%
162 163
164
165 166