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 %
CT
1926
Chicago Trust
Illinois
$3.75M -$260K -573 -6%
GA
1927
GSG Advisors
New Jersey
$3.74M – – –
CGH
1928
CMG Global Holdings
Texas
$3.73M +$241K +523 +7%
GCM
1929
Gladius Capital Management
Illinois
$3.72M +$97K +214 +3%
EGA
1930
E&G Advisors
Texas
$3.72M +$44K +97 +1%
GC
1931
Gibson Capital
Pennsylvania
$3.72M +$345K +761 +10%
DCA
1932
DSG Capital Advisors
Minnesota
$3.71M +$3.71M +8,181 New
WC
1933
Wynn Capital
Georgia
$3.71M +$47.6K +105 +1%
WCM
1934
Weaver Capital Management
Georgia
$3.7M – – –
CGA
1935
Crescent Grove Advisors
Illinois
$3.7M +$109K +241 +3%
PPWM
1936
Paragon Private Wealth Management
Kentucky
$3.7M +$130K +287 +4%
SHWM
1937
Smith & Howard Wealth Management
Georgia
$3.69M -$217K -478 -6%
CA
1938
Continuum Advisory
Idaho
$3.69M -$19K -42 -0.5%
GS
1939
GWN Securities
Florida
$3.68M +$3.68M +7,952 New
GC
1940
Gould Capital
Washington
$3.67M -$66.6K -147 -2%
QC
1941
Quent Capital
New York
$3.67M +$106K +234 +3%
WA
1942
WealthTrust Axiom
Pennsylvania
$3.66M +$2.27K +5 +0.1%
DCM
1943
Dimension Capital Management
Florida
$3.66M -$25.8K -57 -0.7%
AP
1944
Americana Partners
Texas
$3.66M +$2.29M +5,048 +167%
WA1
1945
Wimmer Associates 1
California
$3.64M +$4.53K +10 +0.1%
NPFS
1946
Novak & Powell Financial Services
Florida
$3.64M +$23.6K +52 +0.7%
ZIC
1947
ZWJ Investment Counsel
Georgia
$3.64M -$67.1K -148 -2%
RZH
1948
Relyea Zuckerberg Hanson
Connecticut
$3.63M +$32.6K +72 +0.9%
FWA
1949
Flagship Wealth Advisors
Massachusetts
$3.62M +$3.62M +7,995 New
CFMC
1950
Curbstone Financial Management Corp
New Hampshire
$3.62M +$27.2K +60 +0.8%
76 77
78
79 80