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 %
LFS
1651
Leibman Financial Services
Nebraska
$5M -$225K -496 -4%
OPW
1652
Osprey Private Wealth
New York
$5M +$9.07K +20 +0.2%
FFS
1653
Fischer Financial Services
Pennsylvania
$5M +$5M +11,025 New
GAM
1654
Griffin Asset Management
New York
$4.99M -$11.3K -25 -0.2%
MPCA
1655
Madison Park Capital Advisors
Washington
$4.99M -$595K -1,313 -11%
SCA
1656
Sander Capital Advisors
Washington
$4.99M -$2.84M -6,264 -36%
BM
1657
Bislett Management
California
$4.99M – – –
PWH
1658
Priebe Wealth Holdings
Minnesota
$4.97M -$101K -223 -2%
CCFCSB
1659
Cape Cod Five Cents Savings Bank
Massachusetts
$4.97M – – –
CAG
1660
Curtis Advisory Group
California
$4.97M -$5.44K -12 -0.1%
SW
1661
Simplicity Wealth
New Jersey
$4.97M -$1.4M -3,095 -22%
OFA
1662
Oak Family Advisors
Illinois
$4.96M -$38.5K -85 -0.8%
HWA
1663
HCR Wealth Advisors
California
$4.94M -$19K -42 -0.4%
AIA
1664
AIMZ Investment Advisors
California
$4.93M – – –
CFGSD
1665
Compass Financial Group (South Dakota)
South Dakota
$4.93M +$551K +1,215 +13%
MSFS
1666
Main Street Financial Solutions
Pennsylvania
$4.92M -$4.2M -9,274 -46%
GCM
1667
Gallacher Capital Management
Colorado
$4.92M -$3.63K -8 -0.1%
NF
1668
NavPoint Financial
Minnesota
$4.92M +$32.2K +71 +0.7%
AF
1669
Advisornet Financial
Minnesota
$4.92M -$388K -857 -7%
ME
1670
McIlrath & Eck
Washington
$4.92M +$17.7K +39 +0.4%
QWP
1671
Quotient Wealth Partners
Texas
$4.91M -$40.8K -90 -0.8%
Legacy Financial Group (Iowa)
1672
Legacy Financial Group (Iowa)
Iowa
$4.91M +$105K +231 +2%
BTWM
1673
Baker Tilly Wealth Management
Wisconsin
$4.9M +$1.2M +2,638 +32%
SIA
1674
Soltis Investment Advisors
Utah
$4.87M +$76.2K +168 +2%
TPW
1675
Tiller Private Wealth
Pennsylvania
$4.87M -$48.5K -107 -1%
65 66
67
68 69