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 %
MOS
1026
MGO One Seven
Ohio
$12.3M +$935K +2,062 +8%
AC
1027
Annandale Capital
Texas
$12.3M – – –
PWG
1028
Private Wealth Group
Florida
$12.3M +$262K +578 +2%
MSA
1029
MUFG Securities Americas
New York
$12.3M +$12.3M +27,057 New
PA
1030
Profund Advisors
Maryland
$12.2M -$1.47M -3,245 -11%
SWA
1031
Stratos Wealth Advisors
Ohio
$12.2M -$1.35M -2,987 -10%
ERP
1032
Eldred Rock Partners
Texas
$12.2M +$63.4K +140 +0.5%
SFO
1033
Stokes Family Office
Louisiana
$12.1M +$235K +519 +2%
OKSA
1034
O'Keefe Stevens Advisory
New York
$12.1M +$33.1K +73 +0.3%
AFG
1035
Allegheny Financial Group
Pennsylvania
$12.1M -$1.35M -2,970 -10%
TCM
1036
Telos Capital Management
California
$12.1M -$78.9K -174 -0.6%
WA
1037
Wealth Architects
California
$12.1M +$77.1K +170 +0.6%
DDC
1038
DF Dent & Co
Maryland
$12.1M +$388K +855 +3%
ATPW
1039
Ashton Thomas Private Wealth
Arizona
$12.1M +$2.53M +5,573 +27%
PAG
1040
Private Advisory Group
Washington
$12M +$845K +1,865 +8%
GFA
1041
Gifford Fong Associates
California
$12M – – –
CCM
1042
Canal Capital Management
Virginia
$12M -$13.6K -30 -0.1%
AWA
1043
Arkadios Wealth Advisors
Georgia
$12M -$993K -2,190 -8%
AWA
1044
Arete Wealth Advisors
Illinois
$12M +$1.86M +4,098 +18%
JIM
1045
JCP Investment Management
Texas
$12M +$69.8K +154 +0.6%
BIA
1046
Beacon Investment Advisors
Maryland
$12M +$34.5K +76 +0.3%
MC
1047
Middleton & Co
Massachusetts
$11.9M -$116K -257 -1%
RMAM
1048
Raab & Moskowitz Asset Management
New Jersey
$11.9M -$108K -238 -0.9%
EWA
1049
EQ Wealth Advisors
Texas
$11.9M +$11.9M +26,159 New
PA
1050
Procyon Advisors
Connecticut
$11.8M +$50.8K +112 +0.4%
40 41
42
43 44