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 %
AP
1451
Arlington Partners
Alabama
$6.56M – – –
AF
1452
Arrow Financial
New York
$6.55M -$53.9K -119 -0.8%
PB
1453
Pinnacle Bancorp
Nebraska
$6.53M -$335K -738 -5%
LA
1454
LM Advisors
California
$6.53M +$40.3K +89 +0.6%
AFA
1455
AllGen Financial Advisors
Florida
$6.52M -$214K -473 -3%
LSPW
1456
Lake Street Private Wealth
Illinois
$6.51M +$250K +552 +4%
AJ
1457
Ashburton (Jersey)
Jersey
$6.5M -$11.4M -25,219 -64%
HCP
1458
Holt Capital Partners
Texas
$6.48M -$130K -287 -2%
CFFP
1459
Center for Financial Planning
Michigan
$6.47M +$478K +1,055 +8%
GCA
1460
Genesee Capital Advisors
New York
$6.47M -$12.2K -27 -0.2%
CT
1461
Colonial Trust
South Carolina
$6.45M +$538K +1,186 +9%
AF
1462
Aviso Financial
Ontario, Canada
$6.45M +$497K +1,096 +8%
BFO
1463
Biltmore Family Office
North Carolina
$6.45M +$107K +236 +2%
RC
1464
Rahlfs Capital
Texas
$6.44M +$6.44M +14,212 New
Financial Engines Advisors
1465
Financial Engines Advisors
California
$6.42M +$1.63M +3,588 +34%
AP
1466
Appleton Partners
Massachusetts
$6.42M -$44.4K -98 -0.7%
DWAM
1467
Duncan Williams Asset Management
Tennessee
$6.39M +$5.9M +13,024 +1,214%
TSS
1468
Thomas Story & Son
Indiana
$6.39M -$66.6K -147 -1%
SCG
1469
Sonata Capital Group
Washington
$6.39M +$49.9K +110 +0.8%
STAS
1470
Strong Tower Advisory Services
Minnesota
$6.39M +$222K +489 +4%
LWA
1471
Lineweaver Wealth Advisors
Ohio
$6.37M +$469K +1,034 +8%
SIAG
1472
Signet Investment Advisory Group
Rhode Island
$6.37M +$33.1K +73 +0.5%
LA
1473
LVW Advisors
New York
$6.37M -$146K -321 -2%
CFG
1474
Chapman Financial Group
Hawaii
$6.37M +$6.37M +14,046 New
SAG
1475
SageView Advisory Group
California
$6.33M +$1.67M +3,677 +36%
57 58
59
60 61