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 %
BCFS
4126
Butensky & Cohen Financial Security
Florida
$279K – – –
DI
4127
Disciplined Investments
Oklahoma
$279K +$6.35K +14 +2%
KA
4128
Kozak & Associates
Colorado
$278K +$29K +64 +12%
SWMG
4129
Signature Wealth Management Group
Georgia
$278K +$2.72K +6 +1%
Loomis, Sayles & Company
4130
Loomis, Sayles & Company
Massachusetts
$278K +$58.4K +129 +27%
WHCI
4131
W.H. Cornerstone Investments
Massachusetts
$278K -$24K -53 -8%
PWM
4132
Pacific Wealth Management
California
$277K – – –
CSI
4133
Clark & Stuart Inc
Maine
$277K +$277K +610 New
AWA
4134
ARQ Wealth Advisors
Arizona
$276K -$34.9K -77 -11%
RFM
4135
Royal Fund Management
Florida
$276K -$12.2K -27 -4%
RIM
4136
Reliant Investment Management
Tennessee
$276K – – –
I
4137
InvesTrust
Oklahoma
$275K +$275K +608 New
AV
4138
Aspiring Ventures
Ohio
$275K +$275K +587 New
SGWM
4139
Sterling Group Wealth Management
California
$274K – – –
CFO
4140
Custos Family Office
Texas
$274K +$274K +605 New
LD
4141
Lipe & Dalton
New York
$274K – – –
BFP
4142
Brewster Financial Planning
New York
$274K – – –
HPFG
4143
Hart & Patterson Financial Group
Massachusetts
$274K -$907 -2 -0.3%
KWM
4144
Kaydan Wealth Management
Michigan
$273K – – –
ASG
4145
Ariston Services Group
California
$273K – – –
CPW
4146
Cove Private Wealth
New York
$273K +$273K +602 New
LSA
4147
Lion Street Advisors
Texas
$273K -$8.16K -18 -3%
PWA
4148
PCG Wealth Advisors
Kansas
$272K +$17.2K +38 +7%
FFL
4149
Financial Freedom LLC
Ohio
$272K – – –
NME
4150
Notis-McConarty Edward
$272K – – –
164 165
166
167 168