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 %
RC
4101
Rovin Capital
Arizona
$288K +$26.3K +58 +10%
SL
4102
Salomon & Ludwin
Virginia
$288K -$39.4K -87 -12%
STFP
4103
Signal Tree Financial Partners
Ohio
$288K +$288K +635 New
PWP
4104
Phillips Wealth Planners
Mississippi
$287K – – –
SC
4105
Schulhoff & Co
Ohio
$287K – – –
FCC
4106
Flower City Capital
New York
$286K – – –
SWP
4107
Significant Wealth Partners
Illinois
$286K +$22.7K +50 +9%
RCA
4108
Runnymede Capital Advisors
Ohio
$286K +$286K +632 New
SFC
4109
Swisher Financial Concepts
Ohio
$286K -$2.27K -5 -0.8%
CW
4110
Code Waechter
Florida
$286K -$11.8K -26 -4%
SIP
4111
Sellwood Investment Partners
Oregon
$285K +$285K +629 New
WAN
4112
Wealth Advisors Northwest
Oregon
$284K +$284K +627 New
AFS
4113
AFG Fiduciary Services
Massachusetts
$284K – – –
BSAM
4114
Blue Square Asset Management
New York
$284K – – –
LWMNY
4115
Landmark Wealth Management (New York)
New York
$283K – – –
VPP
4116
Vertex Planning Partners
Illinois
$282K +$16.3K +36 +6%
LWA
4117
LifeGoal Wealth Advisors
New York
$282K +$282K +623 New
VFA
4118
Values First Advisors
Tennessee
$281K +$281K +621 New
PP
4119
PFS Partners
New Jersey
$281K -$42.6K -94 -13%
GWAM
4120
Guardian Wealth Advisors (Minnesota)
Minnesota
$281K -$4.53K -10 -2%
TWM
4121
TSA Wealth Management
Texas
$280K +$20.9K +46 +8%
GOCP
4122
Great Oak Capital Partners
Massachusetts
$280K -$47.5K -107 -14%
EF
4123
Exeter Financial
Arizona
$280K -$58.9K -130 -17%
HP
4124
Haven Private
Florida
$280K +$280K +617 New
MSA
4125
Marathon Strategic Advisors
Pennsylvania
$279K – – –
163 164
165
166 167