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 %
HCWM
4276
Hidden Cove Wealth Management
Washington
$223K +$223K +492 New
WAG
4277
Wallace Advisory Group
California
$223K +$223K +484 New
ELM
4278
Elite Life Management
Florida
$223K +$3.63K +8 +2%
BBL
4279
Beck Bode LLC
Massachusetts
$223K – – –
SPWG
4280
Sage Private Wealth Group
Illinois
$223K +$223K +491 New
LSA
4281
Lansing Street Advisors
Pennsylvania
$223K +$223K +491 New
CIAM
4282
Caitong International Asset Management
Hong Kong
$223K +$223K +491 New
SHFA
4283
SS&H Financial Advisors
Michigan
$222K – – –
RWA
4284
Roberts Wealth Advisors
California
$221K -$59.6K -130 -21%
CMBA
4285
C.M. Bidwell & Associates
Hawaii
$220K – – –
TDWM
4286
Topel & Distasi Wealth Management
California
$220K – – –
SF
4287
Slagle Financial
Illinois
$218K +$1.81K +4 +0.8%
CIM
4288
Cambria Investment Management
California
$218K +$218K +481 New
AIFS
4289
A&I Financial Services
Colorado
$218K +$218K +481 New
KAM
4290
Kraft Asset Management
Tennessee
$218K +$3.21K +7 +1%
HFF
4291
Halter Ferguson Financial
Indiana
$218K +$218K +480 New
LPP
4292
Life Planning Partners
Florida
$217K – – –
IWC
4293
Infinity Wealth Counsel
Ohio
$217K +$217K +479 New
PP
4294
Pingora Partners
Wyoming
$216K – – –
OWM
4295
Orgel Wealth Management
Wisconsin
$216K – – –
TF
4296
Tandem Financial
Colorado
$216K +$216K +476 New
RL
4297
Rogco LP
Oklahoma
$216K – – –
MA
4298
MSA Advisors
California
$215K – – –
KA
4299
Kooman & Associates
Pennsylvania
$215K +$6.8K +15 +3%
SC
4300
Soundwatch Capital
Connecticut
$214K +$214K +473 New
170 171
172
173 174