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 %
FW
1526
FullCircle Wealth
Texas
$5.91M -$107K -223 -2%
GM
1527
GeoWealth Management
Illinois
$5.9M +$507K +1,118 +9%
PFBT
1528
Parkside Financial Bank & Trust
Missouri
$5.89M +$198K +437 +3%
SAS
1529
Stelac Advisory Services
New York
$5.89M +$1.36K +3 +0%
LA
1530
Lynch & Associates
Indiana
$5.88M +$8.61K +19 +0.1%
IWM
1531
Inlight Wealth Management
Georgia
$5.86M +$5.86M +12,934 New
NF
1532
Nvest Financial
New Hampshire
$5.86M -$82.5K -182 -1%
GIO
1533
Galilei Investment Office
United Kingdom
$5.86M +$5.86M +12,920 New
FC
1534
FORA Capital
Florida
$5.85M +$2.34M +5,164 +67%
DI
1535
DAGCO Inc
Ohio
$5.85M +$123K +272 +2%
WA
1536
Wambolt & Associates
Colorado
$5.85M -$1.3M -2,857 -18%
NSEDCP
1537
NJ State Employees Deferred Compensation Plan
New Jersey
$5.85M – – –
PVI
1538
Pine Valley Investments
New Jersey
$5.85M +$199K +440 +4%
DQRIM
1539
Dale Q Rice Investment Management
Washington
$5.84M +$5.84M +12,882 New
TFM
1540
TFC Financial Management
Massachusetts
$5.83M -$176K -388 -3%
UCI
1541
Uncommon Cents Investing
Wisconsin
$5.83M -$92.9K -205 -2%
GIP
1542
Granite Investment Partners
California
$5.81M – – –
CWM
1543
Cornerstone Wealth Management
Missouri
$5.8M +$175K +387 +3%
SEP
1544
Southland Equity Partners
Missouri
$5.79M +$256K +564 +5%
AIS
1545
American Investment Services
Massachusetts
$5.79M +$4.08K +9 +0.1%
JMFC
1546
J.M. Forbes & Co
Massachusetts
$5.77M +$148K +326 +3%
BFA
1547
Bragg Financial Advisors
North Carolina
$5.77M -$223K -491 -4%
PMFA
1548
Plante Moran Financial Advisors
Michigan
$5.76M -$684K -1,510 -11%
Dodge & Cox
1549
Dodge & Cox
California
$5.76M – – –
NG
1550
Norden Group
Utah
$5.76M +$242K +533 +4%
60 61
62
63 64