BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,463 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, 1,707 increasing their positions, 1,550 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,463
Holders Change
+388
Holders Change %
+9.52%
% of All Funds
59.43%
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
1,707
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 %
CCMW
4351
Cypress Capital Management (Wyoming)
Wyoming
$173K – – –
FDW
4352
Fourth Dimension Wealth
Ohio
$171K +$171K +377 New
RTL
4353
Red Tortoise LLC
Georgia
$170K – – –
PIS
4354
POM Investment Strategies
North Carolina
$170K – – –
SC
4355
Sawyer & Company
Massachusetts
$168K +$40.8K +90 +32%
DF
4356
DecisionPoint Financial
Arizona
$166K +$453 +1 +0.3%
AF
4357
Atala Financial
California
$163K +$163K +360 New
CPL
4358
Capital & Planning LLC
Georgia
$161K +$161K +356 New
GWM
4359
Guardian Wealth Management
Illinois
$161K -$2.72K -6 -2%
AEPWM
4360
Atlantic Edge Private Wealth Management
Florida
$152K – – –
HHGA
4361
Halbert Hargrove Global Advisors
California
$151K +$151K +333 New
MTC
4362
Matrix Trust Company
Colorado
$150K +$150K +331 New
PCM
4363
Perritt Capital Management
Illinois
$146K – – –
BFS
4364
Burkett Financial Services
South Carolina
$144K -$76.6K -169 -35%
RAM
4365
Ramirez Asset Management
New York
$136K – – –
LIS
4366
Legacy Investment Solutions
Idaho
$133K -$1.42K -3 -1%
LWMI
4367
Legacy Wealth Management (Idaho)
Idaho
$133K -$1.42K -3 -1%
RWM
4368
Ruedi Wealth Management
Illinois
$131K – – –
CWM
4369
Copia Wealth Management
Oregon
$131K +$131K +288 New
SCM
4370
Silvant Capital Management
Georgia
$128K – – –
FFC
4371
First Financial Corp
Indiana
$128K -$907 -2 -0.7%
NG
4372
NWK Group
California
$121K – – –
MMCM
4373
Murphy & Mullick Capital Management
New York
$120K +$120K +265 New
SAM
4374
Sherman Asset Management
California
$118K +$118K +260 New
WA
4375
Whipplewood Advisors
Colorado
$116K +$116K +257 New
173 174
175
176 177