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 %
SFA
1826
Semmax Financial Advisors
North Carolina
$4.21M +$223K +465 +6%
DW30
1827
Drucker Wealth 3.0
New Jersey
$4.2M -$332K -733 -7%
FNA
1828
First National Advisers
Nebraska
$4.2M -$398K -879 -9%
PRS
1829
Pinkerton Retirement Specialists
Idaho
$4.18M -$63.5K -140 -1%
CPP
1830
Capasso Planning Partners
South Carolina
$4.17M -$1.3M -2,858 -24%
SA
1831
Skyline Advisors
Washington
$4.17M -$108K -238 -3%
SA
1832
Sage Advisors
Colorado
$4.17M +$133K +294 +3%
LPAM
1833
Lodestar Private Asset Management
California
$4.16M -$84.3K -186 -2%
MIC
1834
Meridian Investment Counsel
California
$4.15M +$691K +1,525 +20%
NAM
1835
NTV Asset Management
West Virginia
$4.15M +$231K +509 +6%
AOWM
1836
Alpha Omega Wealth Management
Virginia
$4.15M -$3.17K -7 -0.1%
SFG
1837
SNS Financial Group
Minnesota
$4.14M -$563K -1,243 -12%
GC
1838
Garde Capital
Washington
$4.14M -$75.7K -167 -2%
ATC
1839
Adirondack Trust Company
New York
$4.13M -$15.9K -35 -0.4%
SMC
1840
Smith, Moore & Co
Missouri
$4.12M -$185K -409 -4%
HG
1841
Herbst Group
Connecticut
$4.12M -$190K -420 -4%
RA
1842
Rockingstone Advisors
Massachusetts
$4.12M -$425K -937 -9%
1WA
1843
180 Wealth Advisors
Washington
$4.11M +$63.9K +141 +2%
VNA
1844
Valley National Advisers
Pennsylvania
$4.11M -$158K -348 -4%
PWA
1845
Phoenix Wealth Advisors
North Carolina
$4.11M -$65.7K -145 -2%
LL
1846
LPWM LLC
Minnesota
$4.11M -$24.5K -54 -0.6%
MW
1847
Marcum Wealth
Ohio
$4.1M +$90.2K +199 +2%
SAMC
1848
Spectrum Asset Management (California)
California
$4.1M +$40.8K +90 +1%
FAT
1849
First American Trust
California
$4.1M +$271K +597 +7%
JWM
1850
JPL Wealth Management
Colorado
$4.09M +$4.09M +9,031 New
72 73
74
75 76