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 %
MWA
1426
Meridian Wealth Advisors
Texas
$6.75M +$6.75M +14,899 New
MAC
1427
Mason & Associates (California)
California
$6.74M +$1.22M +2,692 +22%
SFI
1428
Siemens Fonds Invest
Germany
$6.74M +$261K +578 +4%
EWM
1429
Evergreen Wealth Management
Michigan
$6.73M +$452K +997 +7%
SLWA
1430
San Luis Wealth Advisors
California
$6.72M +$1.93M +4,256 +40%
WDA
1431
Wendell David Associates
New Hampshire
$6.71M +$4.53K +10 +0.1%
FRA
1432
Frank Rimerman Advisors
California
$6.68M -$569K -1,256 -8%
SW
1433
SMART Wealth
Nebraska
$6.66M +$1.43M +3,158 +27%
GSEP
1434
Golden State Equity Partners
California
$6.65M +$6.25M +13,797 +1,579%
CAG
1435
Csenge Advisory Group
Florida
$6.64M +$230K +508 +4%
EFH
1436
Eaton Financial Holdings
Florida
$6.64M +$82.5K +182 +1%
MECA
1437
Miller Equity Capital Advisors
Texas
$6.63M – – –
DLCIG
1438
D.L. Carlson Investment Group
New Hampshire
$6.62M -$659K -1,453 -9%
FCG
1439
Fielder Capital Group
Tennessee
$6.61M +$255K +563 +4%
CNFG
1440
Creegan & Nassoura Financial Group
New Hampshire
$6.6M -$211K -465 -3%
RFWA
1441
RPg Family Wealth Advisory
Massachusetts
$6.6M -$24K -53 -0.4%
NSIM
1442
North Star Investment Management
Illinois
$6.6M +$2.27K +5 +0%
AA
1443
Apriem Advisors
California
$6.59M -$27.2K -60 -0.4%
CCWM
1444
Correct Capital Wealth Management
Missouri
$6.59M +$907 +2 +0%
XWM
1445
Xcel Wealth Management
Florida
$6.59M +$9.52K +21 +0.1%
ONB
1446
Old National Bancorp
Indiana
$6.59M -$379K -837 -5%
HFS
1447
Hantz Financial Services
Michigan
$6.58M +$3.81M +8,405 +137%
TPWA
1448
TRUE Private Wealth Advisors
Oregon
$6.58M -$58.9K -130 -0.9%
SIG
1449
Sky Investment Group
Connecticut
$6.58M +$175K +385 +3%
SPC
1450
Spirepoint Private Client
Florida
$6.58M +$547K +1,207 +9%
56 57
58
59 60