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 %
TS
4201
TradeWell Securities
Indiana
$251K +$251K +554 New
SPP
4202
Single Point Partners
Massachusetts
$251K -$44.5K -98 -15%
MF
4203
Manuka Financial
Virginia
$249K +$249K +550 New
PAG
4204
Paladin Advisory Group
Iowa
$249K -$27.2K -60 -10%
CTA
4205
Camelot Technology Advisors
California
$249K +$11.8K +26 +5%
HFS
4206
Hughes Financial Services
Virginia
$247K +$247K +545 New
PCTC
4207
Perkins Coie Trust Company
Washington
$247K – – –
AR
4208
Apeiron RIA
Texas
$246K +$38.1K +84 +18%
SIAS
4209
Summit Investment Advisory Services
Minnesota
$246K +$7.25K +16 +3%
MC
4210
Mirabaud & Cie
Switzerland
$245K -$68K -150 -22%
GWM
4211
GoalFusion Wealth Management
Texas
$245K -$12.7K -28 -5%
GG
4212
GenWealth Group
New Jersey
$244K -$42.2K -93 -15%
AI
4213
Auour Investments
Massachusetts
$244K – – –
KC
4214
Kinloch Capital
Virginia
$244K -$2.27K -5 -0.9%
PRI
4215
Prepared Retirement Institute
Pennsylvania
$244K +$13.1K +29 +6%
CPA
4216
Compass Planning Associates
Massachusetts
$243K +$243K +536 New
CCG
4217
Chatham Capital Group
Georgia
$243K – – –
SIMC
4218
Squire Investment Management Company
Utah
$242K +$242K +534 New
VWMG
4219
Virginia Wealth Management Group
Virginia
$242K – – –
SIA
4220
Sit Investment Associates
Minnesota
$242K – – –
WF
4221
Williams Financial
Vermont
$242K – – –
ISWM
4222
Independent Solutions Wealth Management
New York
$242K – – –
FCM
4223
Fieldview Capital Management
Michigan
$242K +$242K +533 New
FA
4224
FSA Advisors
Michigan
$242K +$242K +533 New
RWM
4225
RBA Wealth Management
California
$241K -$56.2K -124 -19%
167 168
169
170 171