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 %
RWM
1901
RKL Wealth Management
Pennsylvania
$3.87M -$187K -413 -5%
KCM
1902
Kaye Capital Management
California
$3.87M +$107K +236 +3%
PWM
1903
Partners Wealth Management
California
$3.85M +$3.85M +8,504 New
CCA
1904
Clarity Capital Advisors
Florida
$3.85M – – –
CA
1905
CoreCap Advisors
Michigan
$3.85M +$413K +911 +12%
CIM
1906
CIM Investment Management
Pennsylvania
$3.85M +$17.7K +39 +0.5%
PWG
1907
Portside Wealth Group
Utah
$3.85M +$388K +855 +11%
SCM
1908
Sterling Capital Management
North Carolina
$3.85M -$1.27M -2,792 -25%
HFM
1909
Hartford Financial Management
Connecticut
$3.84M +$32.6K +72 +0.9%
GSWM
1910
Greenup Street Wealth Management
Michigan
$3.84M -$1.39M -3,075 -27%
LG
1911
LaFleur & Godfrey
Michigan
$3.82M +$351K +774 +10%
VW
1912
Vance Wealth
California
$3.82M -$6.35K -14 -0.2%
AWM
1913
Aviso Wealth Management
Washington
$3.81M +$97.9K +216 +3%
GPI
1914
General Partner Inc
Pennsylvania
$3.8M +$34K +75 +0.9%
AA
1915
Addison Advisors
Vermont
$3.8M -$438K -966 -10%
WAM
1916
Weatherly Asset Management
California
$3.79M -$77.5K -171 -2%
LIWM
1917
Long Island Wealth Management
New York
$3.79M -$85.2K -188 -2%
GWM
1918
Gray Wealth Management
Maine
$3.79M +$122K +269 +3%
AA
1919
Alesco Advisors
New York
$3.78M +$25.8K +57 +0.7%
HA
1920
Huntleigh Advisors
Missouri
$3.78M +$3.78M +8,332 New
WI
1921
Westbourne Investments
Virginia
$3.77M +$3.77M +8,320 New
OL
1922
Optas LLC
Texas
$3.76M +$188K +414 +5%
HIC
1923
Holderness Investments Company
North Carolina
$3.76M +$291K +641 +8%
IA
1924
Insight Advisors
Pennsylvania
$3.76M -$127K -281 -3%
GCA
1925
Gradient Capital Advisors
California
$3.76M +$16.8K +37 +0.4%
75 76
77
78 79