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 %
SPI
4326
Santori & Peters Inc
Pennsylvania
$206K – – –
BWM
4327
Blossom Wealth Management
California
$206K +$206K +455 New
DIA
4328
Davidson Investment Advisors
Montana
$206K +$206K +454 New
CW
4329
Curio Wealth
Maryland
$205K +$205K +452 New
CB
4330
Chris Bulman
California
$204K +$204K +451 New
RFMS
4331
RWQ Financial Management Services
Florida
$204K – – –
FNWA
4332
Financial Network Wealth Advisors
Utah
$204K -$983K -2,169 -83%
KC
4333
Kades & Cheifetz
Pennsylvania
$203K -$314K -692 -61%
GC
4334
Grange Capital
Oregon
$203K +$203K +447 New
NA
4335
Novus Advisors
South Carolina
$203K +$203K +447 New
AAM
4336
Austin Asset Management
Texas
$202K -$59.4K -131 -23%
BIP
4337
Blue Investment Partners
California
$202K +$202K +446 New
RS
4338
Rakuten Securities
Japan
$201K -$99.7K -220 -33%
SFA
4339
Seneca Financial Advisors
New York
$200K +$200K +442 New
GLF
4340
Groupe la Francaise
France
$195K +$195K +450 New
MB
4341
Mizuho Bank
Japan
$195K – – –
UOTTAIMCU
4342
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$190K – – –
MCM
4343
MidAtlantic Capital Management
Virginia
$184K – – –
LWA
4344
Lowe Wealth Advisors
Maryland
$184K +$101K +223 +123%
Marshall Wace
4345
Marshall Wace
United Kingdom
$181K -$136K -300 -43%
HC
4346
Hoese & Co
Minnesota
$181K – – –
PA
4347
PSI Advisors
Florida
$178K -$10.4K -23 -6%
1L
4348
10Elms LLP
Oklahoma
$177K +$177K +390 New
SC
4349
Steph & Co
Wisconsin
$176K -$20.4K -45 -10%
GCS
4350
Gordian Capital (Singapore)
Singapore
$176K – – –
172 173
174
175 176