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 %
FFL
4151
Financial Freedom LLC
Ohio
$272K – – –
WB
4152
West Bancorporation
Iowa
$272K – – –
LAI
4153
Legal Advantage Investments
California
$272K +$45.3K +100 +20%
S
4154
SharpePoint
Arizona
$272K +$272K +600 New
CWD
4155
Clarity Wealth Development
Oregon
$270K +$270K +577 New
PIA
4156
Petredis Investment Advisors
Pennsylvania
$270K -$5.44K -12 -2%
NWA
4157
Navis Wealth Advisors
New York
$270K – – –
MCWA
4158
Meadow Creek Wealth Advisors
Georgia
$269K -$22.7K -50 -8%
SCA
4159
St. Clair Advisors
Ohio
$269K -$29.5K -65 -10%
MWM
4160
MinichMacGregor Wealth Management
New York
$269K +$7.71K +17 +3%
WAM
4161
Walker Asset Management
Missouri
$268K +$9.97K +22 +4%
EMB
4162
Elefante Mark B
$268K +$268K +592 New
VIA
4163
Virtus Investment Advisers
Connecticut
$267K – – –
CAM
4164
Clarity Asset Management
Iowa
$267K -$907 -2 -0.3%
AWA
4165
Aquire Wealth Advisors
Utah
$267K +$267K +589 New
LI
4166
LifeWealth Investments
Florida
$267K +$267K +589 New
NCM
4167
Narwhal Capital Management
Georgia
$266K – – –
DWA
4168
Delap Wealth Advisory
Oregon
$265K -$907 -2 -0.3%
RCM
4169
Requisite Capital Management
Texas
$264K +$264K +583 New
PCWA
4170
Pacific Capital Wealth Advisors
California
$264K -$4.08K -9 -2%
CA
4171
CWC Advisors
Oregon
$264K +$453 +1 +0.2%
VWM
4172
Verus Wealth Management
Wisconsin
$263K +$263K +581 New
BBW
4173
Blue Barn Wealth
Utah
$262K -$6.8K -15 -3%
WM
4174
Whitford Management
New York
$262K -$103K -228 -28%
KIC
4175
Keating Investment Counselors
Florida
$261K – – –
165 166
167
168 169