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
$67.1B
2
Morgan Stanley
Morgan Stanley
New York
$12.7B
3
BCP
BSN Capital Partners
United Kingdom
$616M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$17.2B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.87B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$8.7M
2
IAIM
International Assets Investment Management
Florida
$8.84M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
$8.91B
4
PFA
Pathway Financial Advisers
Indiana
$1.55M
5
Bank of America
Bank of America
North Carolina
$4.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
4301
HC Advisors
Georgia
$214K +$214K +472 New
FP
4302
Fiduciary Planning
Florida
$214K -$5.89K -13 -3%
SRA
4303
Secured Retirement Advisors
Minnesota
$214K +$3.63K +8 +2%
VI
4304
VanderPol Investments
Michigan
$214K +$14.1K +31 +7%
BIA
4305
Biondo Investment Advisors
Pennsylvania
$213K -$11.3K -25 -5%
FAC
4306
Financial Advisory Corporation
Michigan
$213K +$213K +471 New
AWM
4307
Alterna Wealth Management
Texas
$213K -$6.8K -15 -3%
GPWM
4308
Grant Private Wealth Management
California
$213K +$213K +470 New
FF
4309
Fluent Financial
Texas
$213K +$213K +470 New
KHCM
4310
Kirtland Hills Capital Management
Ohio
$212K +$212K +468 New
AWM
4311
Allen Wealth Management
North Carolina
$211K +$9.07K +20 +4%
TDC
4312
Thompson Davis & Co
Virginia
$211K – – –
GFG
4313
GR Financial Group
Arizona
$211K -$56.2K -124 -21%
WHCFA
4314
William Howard & Co Financial Advisors
Tennessee
$210K -$29.4K -65 -12%
PRRFG
4315
Paul R. Ried Financial Group
Washington
$210K +$210K +463 New
SCA
4316
Stokes Capital Advisors
South Carolina
$209K – – –
SH
4317
SLT Holdings
Arizona
$209K +$209K +462 New
BDFN
4318
Bond & Devick Financial Network
Minnesota
$209K – – –
RGF
4319
Retirement Guys Formula
Ohio
$209K -$43.5K -96 -17%
DR
4320
Davis Rea
Ontario, Canada
$209K – – –
SW
4321
Schulz Wealth
Texas
$209K – – –
LA
4322
Lane & Associates
New Jersey
$208K -$248K -529 -54%
JWM
4323
Jeppson Wealth Management
California
$207K -$4.99K -11 -2%
TIM
4324
Thompson Investment Management
Wisconsin
$207K +$129K +285 +167%
FPWM
4325
Five Pine Wealth Management
Idaho
$207K +$207K +456 New
171 172
173
174 175