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 %
BFC
1251
Bedel Financial Consulting
Indiana
$8.66M -$48.3K -102 -0.6%
WA
1252
WBH Advisory
Maryland
$8.65M +$46.2K +102 +0.5%
MF
1253
Montis Financial
Massachusetts
$8.65M +$455K +1,004 +6%
SVWAG
1254
Sound View Wealth Advisors Group
Georgia
$8.65M -$37.6K -83 -0.4%
PBC
1255
Pavion Blue Capital
California
$8.62M -$47.1K -104 -0.5%
MWA
1256
Moser Wealth Advisors
Washington
$8.59M +$104K +230 +1%
CA
1257
Cambridge Advisors
Nebraska
$8.58M +$77.1K +170 +0.9%
CAM
1258
Costello Asset Management
Pennsylvania
$8.57M +$151K +334 +2%
BIM
1259
Baldwin Investment Management
Pennsylvania
$8.55M -$475K -1,049 -5%
SLA
1260
Silver Lake Advisory
Utah
$8.54M -$249K -550 -3%
Balyasny Asset Management
1261
Balyasny Asset Management
Illinois
$8.53M +$3.84M +8,476 +82%
SAM
1262
Strategy Asset Managers
California
$8.52M +$58K +128 +0.7%
TSWM
1263
Tyler-Stone Wealth Management
Ohio
$8.51M -$76.2K -168 -0.9%
GAM
1264
Grandview Asset Management
Pennsylvania
$8.5M +$231K +509 +3%
KWA
1265
Kingswood Wealth Advisors
California
$8.48M -$2.6M -5,741 -23%
FHA
1266
Flagship Harbor Advisors
Massachusetts
$8.48M +$601K +1,327 +8%
BIP
1267
Blueprint Investment Partners
North Carolina
$8.47M +$2.14M +4,725 +34%
HIMC
1268
Heritage Investors Management Corp
Maryland
$8.44M -$84.3K -186 -1%
SCA
1269
Sandy Cove Advisors
Massachusetts
$8.43M +$313K +691 +4%
LIA
1270
LS Investment Advisors
Michigan
$8.43M +$68K +150 +0.8%
IA
1271
Integrity Alliance
Iowa
$8.43M +$8.43M +18,589 New
MPAM
1272
Murphy Pohlad Asset Management
Minnesota
$8.42M -$96.1K -212 -1%
ACP
1273
Aviance Capital Partners
Florida
$8.42M +$28.1K +62 +0.3%
TIM
1274
Tortoise Investment Management
New York
$8.4M -$173K -381 -2%
RCWM
1275
Royal Capital Wealth Management
Indiana
$8.36M – – –
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