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 %
WGCA
1776
Wolf Group Capital Advisors
Virginia
$4.46M – – –
PCA
1777
Prosperity Capital Advisors
Ohio
$4.45M +$175K +386 +4%
SFFS
1778
Stonehage Fleming Financial Services
Jersey
$4.45M -$80.7K -178 -2%
JSC
1779
J. Stern & Co
United Kingdom
$4.42M – – –
IWA
1780
IBEX Wealth Advisors
New Jersey
$4.42M +$4.42M +9,749 New
SIMG
1781
Sonora Investment Management Group
Arizona
$4.42M +$231K +509 +6%
BWP
1782
Balboa Wealth Partners
Arizona
$4.41M +$413K +911 +10%
JWM
1783
Jackson Wealth Management
Florida
$4.41M +$88.4K +195 +2%
NC
1784
Napatree Capital
Rhode Island
$4.41M -$632K -1,394 -13%
EP
1785
EPIQ Partners
Minnesota
$4.41M -$407K -899 -8%
LF
1786
Lantz Financial
Illinois
$4.41M +$69.8K +154 +2%
GSIAS
1787
Garden State Investment Advisory Services
New Jersey
$4.4M +$52.1K +115 +1%
AWM
1788
Avitas Wealth Management
California
$4.39M +$29K +64 +0.7%
SAM
1789
SignalPoint Asset Management
Missouri
$4.39M +$59.8K +132 +1%
WI
1790
Wintrust Investments
Illinois
$4.39M -$274K -604 -6%
SA
1791
SRH Advisors
Kansas
$4.38M -$77.1K -170 -2%
MCM
1792
Mengis Capital Management
Oregon
$4.38M -$87.5K -193 -2%
NL
1793
NVWM LLC
Pennsylvania
$4.37M -$55.8K -123 -1%
MAM
1794
Morse Asset Management
Connecticut
$4.37M +$367K +809 +9%
CAMV
1795
Concord Asset Management (Virginia)
Virginia
$4.36M +$29.5K +65 +0.7%
XI
1796
XXEC Inc
Oklahoma
$4.36M -$849K -1,874 -16%
RW
1797
Rede Wealth
Virginia
$4.36M +$575K +1,268 +15%
TFG
1798
Taylor Financial Group
Virginia
$4.35M – – –
AOI
1799
Auto-Owners Insurance
Michigan
$4.34M – – –
CFP
1800
Catalyst Financial Partners
Massachusetts
$4.34M +$85.2K +188 +2%
70 71
72
73 74