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
59.44%
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 %
EFN
4226
Equita Financial Network
Pennsylvania
$240K -$2.27K -5 -0.9%
MLA
4227
MB, Levis & Associates
Pennsylvania
$240K – – –
BBWP
4228
Beacon Bridge Wealth Partners
Pennsylvania
$240K – – –
AA
4229
Argent Advisors
Louisiana
$240K +$3.63K +8 +2%
TWA
4230
Trellis Wealth Advisors
California
$238K – – –
TCB
4231
Texas Capital Bancshares
Texas
$238K -$2.27K -5 -0.9%
TCM
4232
TD Capital Management
Tennessee
$238K – – –
SCA
4233
Strathmore Capital Advisors
North Carolina
$238K +$238K +525 New
LW
4234
Libra Wealth
California
$238K – – –
VC
4235
Veery Capital
Delaware
$237K +$1.36K +3 +0.6%
SWM
4236
Seaside Wealth Management
California
$237K +$4.53K +10 +2%
DA
4237
Dillon & Associates
Michigan
$236K – – –
QCIG
4238
Quad-Cities Investment Group
Iowa
$235K +$9.07K +20 +4%
NC
4239
Nixon Capital
Texas
$235K – – –
RRWA
4240
Rainey & Randall Wealth Advisors
Florida
$235K – – –
LIA
4241
LifePlan Investment Advisors
North Carolina
$235K +$1.36K +3 +0.6%
OCFG
4242
O'Connor Financial Group
Illinois
$234K +$7.71K +17 +3%
VR
4243
Valued Retirements
Texas
$233K – – –
APWM
4244
Anchor Pointe Wealth Management
Missouri
$233K +$233K +515 New
TCM
4245
Towercrest Capital Management
Pennsylvania
$232K – – –
MWP
4246
Meredith Wealth Planning
Illinois
$232K +$232K +512 New
TC
4247
Tenret Company
Florida
$232K -$39.9K -88 -15%
CSIA
4248
Conrad Siegel Investment Advisors
Pennsylvania
$232K – – –
CP
4249
Castleview Partners
Texas
$231K +$14K +31 +6%
MPWS
4250
McCarter Private Wealth Services
Massachusetts
$231K -$8.61K -19 -4%
168 169
170
171 172