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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 %
DEA
4476
DoubleLine ETF Adviser
Florida
– -$13M -28,297 Closed
HAFG
4477
Hansen & Associates Financial Group
California
– -$8.43M -18,265 Closed
BWP
4478
Baldwin Wealth Partners
Massachusetts
– -$8.29M -18,005 Closed
PL
4479
Parkwood LLC
Ohio
– -$6.77M -14,715 Closed
FNC
4480
First National Corp
Massachusetts
– -$6.76M -14,686 Closed
TCM
4481
Teza Capital Management
Illinois
– -$6.71M -14,569 Closed
AWAG
4482
ARS Wealth Advisors Group
Florida
– -$6.59M -14,323 Closed
RFP
4483
Root Financial Partners
California
– -$5.49M -11,938 Closed
KF
4484
Krilogy Financial
Missouri
– -$4.82M -10,478 Closed
CAM
4485
Cidel Asset Management
Ontario, Canada
– -$4.33M -9,418 Closed
NICM
4486
Neo Ivy Capital Management
New York
– -$3.92M -8,522 Closed
AIM
4487
Avanda Investment Management
Singapore
– -$3.67M -7,972 Closed
ACM
4488
AlphaStar Capital Management
North Carolina
– -$3.48M -7,553 Closed
ET
4489
Entropy Technologies
New York
– -$2.88M -6,266 Closed
FFO
4490
Fiduciary Family Office
Florida
– -$2.4M -5,220 Closed
HCM
4491
Helios Capital Management
Singapore
– -$2.39M -5,200 Closed
NWM
4492
Napa Wealth Management
California
– -$2.38M -5,171 Closed
VAM
4493
Verity Asset Management
North Carolina
– -$2.21M -4,850 Closed
FMN
4494
Financial Management Network
California
– -$2.21M -4,785 Closed
RS
4495
Retirement Solution
Washington
– -$2.05M -4,447 Closed
TCWA
4496
Turtle Creek Wealth Advisors
Texas
– -$1.78M -3,861 Closed
MFA
4497
McClarren Financial Advisors
Pennsylvania
– -$752 -3,500 Closed
LAM
4498
LECAP Asset Management
United Kingdom
– -$1.56M -3,393 Closed
FGI
4499
Foresight Global Investors
New York
– -$1.54M -3,356 Closed
CCM
4500
CAAS Capital Management
New York
– -$1.43M -3,114 Closed
178 179
180
181 182