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 %
BWM
851
Buckley Wealth Management
Nevada
$18.1M -$318K -702 -2%
SC
852
Stolper & Co
Oklahoma
$18M -$216K -477 -1%
NEWAS
853
N.E.W. Advisory Services
Wisconsin
$17.9M +$8.61K +19 +0%
AIM
854
Anchor Investment Management
South Carolina
$17.9M +$227K +500 +1%
BJL
855
Brighton Jones LLC
Washington
$17.8M -$596K -1,315 -3%
AC
856
Allstate Corporation
Illinois
$17.8M +$17.3M +38,152 +3,228%
KWM
857
Koa Wealth Management
California
$17.8M -$134K -295 -0.7%
ERIM
858
Eagle Ridge Investment Management
Connecticut
$17.7M +$131K +289 +0.7%
KCPG
859
Kavar Capital Partners Group
Kansas
$17.6M +$47.5K +109 +0.3%
PCM
860
Presidio Capital Management
California
$17.6M +$2.83M +6,240 +19%
SW
861
Solidarity Wealth
Utah
$17.5M +$114K +251 +0.7%
XF
862
XML Financial
Maryland
$17.5M +$581K +1,281 +3%
APC
863
Asset Planning Corporation
Tennessee
$17.5M +$410K +904 +2%
AWM
864
Axxcess Wealth Management
California
$17.4M +$993K +2,190 +6%
FA
865
Financial Avengers
California
$17.3M -$79.3K -175 -0.5%
MC
866
Muhlenkamp & Co
Pennsylvania
$17.3M +$21.8K +48 +0.1%
SWM
867
Stockman Wealth Management
Montana
$17.3M +$271K +598 +2%
PCG
868
Prosperity Consulting Group
Maryland
$17.2M +$1.21M +2,666 +8%
CM
869
Churchill Management
California
$17.1M +$116K +256 +0.7%
IWM
870
IHT Wealth Management
Illinois
$17.1M -$2.52M -5,551 -13%
SAM
871
Summit Asset Management
Tennessee
$17M -$176K -389 -1%
TMAM
872
Tokio Marine Asset Management
Japan
$16.9M +$568K +1,252 +3%
MPW
873
Monterey Private Wealth
California
$16.9M -$3.76M -8,289 -18%
LS
874
Livforsakringsbolaget Skandia
Sweden
$16.8M -$771K -1,700 -4%
GCA
875
Greenwood Capital Associates
South Carolina
$16.7M +$1.16M +2,563 +7%
33 34
35
36 37