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 %
PCFFS
1876
Pacific Center for Financial Services
California
$3.99M -$21.3K -47 -0.5%
BDF
1877
Black Diamond Financial
Maryland
$3.98M +$1.77M +3,901 +80%
CCM
1878
Chaney Capital Management
Washington
$3.98M -$58K -128 -1%
BFPW
1879
BOK Financial Private Wealth
Colorado
$3.98M -$395K -871 -9%
CP
1880
Cumberland Partners
Ontario, Canada
$3.98M -$268K -592 -6%
BF
1881
Baring Financial
Washington
$3.97M +$3.97M +8,766 New
DRS
1882
Deane Retirement Strategies
Louisiana
$3.97M +$68.9K +152 +2%
CB
1883
Cadence Bank
Mississippi
$3.97M -$85.7K -189 -2%
WAG
1884
Winthrop Advisory Group
Massachusetts
$3.97M -$72.5K -160 -2%
SBIA
1885
Sheaff Brock Investment Advisors
Indiana
$3.97M +$292K +645 +8%
BFG
1886
Bouchey Financial Group
New York
$3.97M +$7.25K +16 +0.2%
OCM
1887
Orser Capital Management
Texas
$3.96M -$42.2K -93 -1%
FC
1888
Forte Capital
New York
$3.95M -$218K -481 -5%
FIM
1889
FWL Investment Management
Texas
$3.94M +$118K +261 +3%
PIM
1890
Pullen Investment Management
Florida
$3.94M -$143K -315 -3%
CCG
1891
Catalina Capital Group
California
$3.94M +$160K +353 +4%
CT
1892
Clearstead Trust
Maine
$3.94M -$144K -318 -4%
WPWM
1893
Western Pacific Wealth Management
Illinois
$3.93M – – –
RB
1894
Richmond Brothers
Michigan
$3.93M -$1.2M -2,639 -23%
MPCL
1895
My Personal CFO LLC
Washington
$3.93M +$90.7K +200 +2%
PPWP
1896
Premier Path Wealth Partners
New Jersey
$3.9M +$53.9K +119 +1%
PP
1897
Patten & Patten
Tennessee
$3.9M -$9.52K -21 -0.2%
DAM
1898
Deltec Asset Management
New York
$3.89M – – –
JWM
1899
Jupiter Wealth Management
Colorado
$3.88M – – –
JC
1900
JB Capital
Connecticut
$3.88M +$315K +696 +9%
74 75
76
77 78