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
59.43%
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
1,709
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 %
USCWA
826
U.S. Capital Wealth Advisors
Texas
$19.2M +$187K +413 +1%
Walleye Capital
827
Walleye Capital
New York
$19.2M +$7.4M +16,331 +63%
USAA
828
United Services Automobile Association
Texas
$19.2M +$225K +496 +1%
FSA
829
Financial Security Advisor
Virginia
$19.1M +$68.9K +152 +0.4%
SF
830
Summit Financial
New Jersey
$19.1M +$3.79M +8,359 +25%
JWBC
831
J.W. Burns & Co
New York
$19.1M -$93.4K -206 -0.5%
HVP
832
Hudson Value Partners
Florida
$19M +$919K +2,027 +5%
HBWM
833
Hollow Brook Wealth Management
New York
$19M -$177K -391 -0.9%
NP
834
NorthRock Partners
Minnesota
$18.9M -$922K -2,034 -5%
MWM
835
Moran Wealth Management
Florida
$18.8M +$236K +521 +1%
AMI
836
Amica Mutual Insurance
Rhode Island
$18.7M – – –
EWM
837
Edge Wealth Management
New York
$18.7M -$280K -618 -1%
FA
838
Fiducient Advisors
Illinois
$18.6M -$38.5K -85 -0.2%
RWM
839
Ritholtz Wealth Management
New York
$18.6M +$759K +1,675 +4%
BP
840
Ballentine Partners
Massachusetts
$18.5M +$150K +332 +0.8%
BCM
841
Bridgeway Capital Management
Texas
$18.4M -$3.06M -6,749 -14%
RCA
842
Riverview Capital Advisers
Massachusetts
$18.4M -$454K -1,001 -2%
PFS
843
Prospera Financial Services
Texas
$18.4M +$1.59M +3,516 +10%
NW
844
NewEdge Wealth
Pennsylvania
$18.3M +$2.15M +4,737 +13%
KJWM
845
Kiley Juergens Wealth Management
Washington
$18.3M -$84.3K -186 -0.5%
Massachusetts Financial Services
846
Massachusetts Financial Services
Massachusetts
$18.2M +$657K +1,450 +4%
PWMAG
847
Pinnacle Wealth Management Advisory Group
New Jersey
$18.2M -$122K -270 -0.7%
DAS
848
Dynamic Advisor Solutions
Arizona
$18.2M -$1.32M -2,913 -7%
BPC
849
Banque Pictet & Cie
Switzerland
$18.1M +$4.38M +9,654 +32%
TFA
850
Trinity Financial Advisors
Ohio
$18.1M +$373K +826 +2%
32 33
34
35 36