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 %
HA
1726
Heartland Advisors
Wisconsin
$4.67M -$127K -280 -3%
ALC
1727
Alexander Labrunerie & Co
Missouri
$4.67M +$49.9K +110 +1%
FWM
1728
Focused Wealth Management
New York
$4.67M -$68.9K -152 -1%
CWS
1729
Cypress Wealth Services
California
$4.66M +$132K +291 +3%
VAG
1730
VisionPoint Advisory Group
Texas
$4.65M -$399K -885 -8%
JBA
1731
Johnson Bixby & Associates
Washington
$4.64M +$159K +350 +4%
CCC
1732
Compass Capital Corp
Massachusetts
$4.64M +$4.64M +10,167 New
FCCM
1733
First City Capital Management
Georgia
$4.64M -$1.36K -3 -0%
GI
1734
GS Investments
Minnesota
$4.64M -$243K -535 -5%
BIG
1735
Brooklyn Investment Group
New York
$4.64M +$207K +456 +5%
WPC
1736
Waters Parkerson & Co
Louisiana
$4.64M +$600K +1,324 +15%
FS
1737
Financially Speaking
Colorado
$4.63M +$4.63M +10,220 New
NWMG
1738
National Wealth Management Group
Ohio
$4.63M +$417K +921 +10%
CWP
1739
CFM Wealth Partners
Texas
$4.63M +$93.4K +206 +2%
LIA
1740
LBMC Investment Advisors
Tennessee
$4.62M – – –
RPWA
1741
Regent Peak Wealth Advisors
Georgia
$4.62M +$62.6K +138 +1%
GAA
1742
Global Assets Advisory
Florida
$4.62M -$84.4K -187 -2%
EWM
1743
Executive Wealth Management
Michigan
$4.62M +$2.27K +5 +0%
BP
1744
BWM Planning
Texas
$4.61M – – –
TI
1745
Truepoint Inc
Ohio
$4.61M +$19.5K +24 +0.4%
CWA
1746
Canvas Wealth Advisors
Kansas
$4.6M +$73K +161 +2%
TIA
1747
Tiemann Investment Advisors
California
$4.6M -$131K -288 -3%
MSA
1748
Marino Stram & Associates
Massachusetts
$4.6M +$106K +234 +2%
ECM
1749
EagleClaw Capital Management
Massachusetts
$4.59M +$313K +690 +7%
AA
1750
Advisory Alpha
Michigan
$4.58M -$180K -397 -4%
68 69
70
71 72