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 %
RFO
4176
RiverGlades Family Offices
Florida
$261K – – –
CBB
4177
Citizens Business Bank
California
$260K -$547K -389 -68%
SHFP
4178
Second Half Financial Partners
Florida
$259K -$13.1K -29 -5%
MWM
4179
Momentous Wealth Management
Washington
$259K +$259K +571 New
DFS
4180
Dixon Fnancial Services
California
$259K +$259K +571 New
EMAM
4181
Encompass More Asset Management
California
$258K +$40.3K +89 +19%
LA
4182
LPF Advisors
Florida
$258K – – –
AWP
4183
Ascent Wealth Partners
New York
$258K – – –
BO
4184
Bank OZK
Arkansas
$257K -$11.8K -26 -4%
HIA
4185
HTG Investment Advisors
Connecticut
$257K -$160K -353 -38%
GWSA
4186
Global Wealth Strategies & Associates
Colorado
$257K -$2.72K -6 -1%
NCG
4187
Newport Capital Group
New Jersey
$256K -$4.08K -9 -2%
EC
4188
EntryPoint Capital
New York
$255K +$56.7K +125 +29%
WCM
4189
Winthrop Capital Management
Indiana
$255K +$1.35K +3 +0.5%
HKIMG
4190
Hutchens & Kramer Investment Management Group
Indiana
$255K – – –
BOJHT
4191
Bank of Jackson Hole Trust
Wyoming
$255K +$255K +562 New
CWMA
4192
Capstone Wealth Management (Alabama)
Alabama
$255K +$255K +562 New
CWA
4193
Core Wealth Advisors
Florida
$254K +$13.6K +30 +6%
MSCM
4194
McElhenny Sheffield Capital Management
Texas
$254K +$17.7K +39 +7%
SSWG
4195
Seven Springs Wealth Group
Tennessee
$253K +$253K +559 New
EC
4196
Eaton-Cambridge
Arizona
$253K +$253K +558 New
SIA
4197
Stegner Investment Associates
Kentucky
$252K – – –
SWMG
4198
Sard Wealth Management Group
Georgia
$252K +$36.3K +80 +17%
TPW
4199
TL Private Wealth
Texas
$251K – – –
CWM
4200
Centricity Wealth Management
Ohio
$251K +$251K +554 New
166 167
168
169 170