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 %
SA
4251
SoundView Advisors
Washington
$230K +$230K +508 New
AWA
4252
AmeriServ Wealth Advisors
Pennsylvania
$229K +$229K +506 New
MDA
4253
Minot DeBlois Advisors
Massachusetts
$229K +$229K +505 New
DWM
4254
Dechtman Wealth Management
Colorado
$229K +$229K +505 New
CC
4255
Copperleaf Capital
North Carolina
$228K – – –
TCM
4256
Tran Capital Management
California
$227K – – –
DMC
4257
Drexel Morgan & Co
Pennsylvania
$227K – – –
RBCM
4258
Raub Brock Capital Management
California
$227K – – –
SLG
4259
Stanley-Laman Group
Pennsylvania
$227K – – –
RA
4260
RiverTree Advisors
Florida
$227K – – –
FOFP
4261
Fee-Only Financial Planning
South Carolina
$227K – – –
CWA
4262
Cascade Wealth Advisors
Washington
$227K – – –
TIAAOA
4263
Teachers Insurance & Annuity Association of America
New York
$227K – – –
KB
4264
Kimelman & Baird
New York
$227K – – –
EG
4265
Ellerson Group
Maryland
$227K – – –
DRP
4266
Decker Retirement Planning
Utah
$227K +$227K +500 New
AWMG
4267
ADG Wealth Management Group
Louisiana
$227K +$227K +500 New
LFA
4268
LGT Financial Advisors
Texas
$227K +$227K +500 New
JF
4269
Joule Financial
Kentucky
$226K -$10.9K -24 -5%
FWM
4270
Forefront Wealth Management
Pennsylvania
$226K +$226K +499 New
UFF
4271
USA Financial Formulas
Michigan
$226K -$9.97K -22 -4%
NRWA
4272
North Ridge Wealth Advisors
Oregon
$226K -$86.1K -190 -28%
DF
4273
Dunhill Financial
United Kingdom
$225K +$47.1K +104 +27%
BIA
4274
Barry Investment Advisors
Massachusetts
$224K – – –
SWP
4275
Summit Wealth Partners
Florida
$224K +$224K +494 New
169 170
171
172 173