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 %
TBA
1476
Tower Bridge Advisors
Pennsylvania
$6.33M – – –
SA
1477
Strategic Advisors
New York
$6.33M +$721K +1,591 +13%
SM
1478
Samjo Management
New York
$6.32M +$415K +915 +7%
TLP
1479
Trinity Legacy Partners
Texas
$6.32M +$186K +411 +3%
CFO
1480
CVA Family Office
Colorado
$6.3M +$112K +248 +2%
BA
1481
Bellwether Advisors
Nebraska
$6.3M +$8.16K +18 +0.1%
GPFA
1482
Game Plan Financial Advisors
Ohio
$6.29M +$669K +1,480 +12%
GIC
1483
Generali Investments CEE
Czech Republic
$6.29M +$6.29M +13,875 New
ACIM
1484
Azimuth Capital Investment Management
Michigan
$6.29M -$203K -448 -3%
RAM
1485
RK Asset Management
Michigan
$6.28M -$264K -583 -4%
CA
1486
Carson Advisory
Georgia
$6.28M -$75.7K -167 -1%
4WM
1487
4J Wealth Management
Virginia
$6.28M -$221K -487 -3%
CWAG
1488
Compton Wealth Advisory Group
Virginia
$6.27M +$232K +511 +4%
AWM
1489
Angeles Wealth Management
California
$6.25M +$1.41M +3,119 +29%
WA
1490
Waddell & Associates
Tennessee
$6.24M +$707K +1,560 +13%
QCMNJ
1491
Quantum Capital Management (New Jersey)
New Jersey
$6.24M +$43.5K +96 +0.7%
PTP
1492
Platform Technology Partners
New York
$6.23M -$179K -395 -3%
SAM
1493
Smartleaf Asset Management
Massachusetts
$6.22M +$1.57M +3,468 +34%
SNBOSCI
1494
Security National Bank of Sioux City Iowa
Iowa
$6.21M -$15.9K -35 -0.3%
BFW
1495
Brady Family Wealth
Missouri
$6.2M -$221K -488 -3%
BWP
1496
Burling Wealth Partners
Illinois
$6.19M +$6.19M +13,658 New
ATS
1497
Ashton Thomas Securities
New York
$6.19M +$259K +572 +4%
CAWM
1498
Capital Advisors Wealth Management
Washington
$6.19M +$49K +108 +0.8%
PJSIMP
1499
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.16M -$18.6K -41 -0.3%
SEIA
1500
Signature Estate & Investment Advisors
California
$6.16M +$83.9K +185 +1%
58 59
60
61 62