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 %
FMB
2026
Field & Main Bank
Kentucky
$3.31M +$9.97K +22 +0.3%
CA
2027
Calton & Associates
Florida
$3.3M -$2.69M -5,927 -45%
JAG
2028
Journey Advisory Group
Kentucky
$3.3M – – –
GCGDR
2029
Geo Capital Gestora de Recursos
Brazil
$3.3M +$2.35M +5,190 +248%
TPW
2030
Turn8 Private Wealth
$3.3M +$3.3M +7,281 New
S
2031
SimplyRich
California
$3.3M +$21.3K +47 +0.6%
BDL
2032
Bey-Douglas LLC
Georgia
$3.28M -$25.4K -56 -0.8%
HC
2033
Hourglass Capital
Texas
$3.27M – – –
TC
2034
TFR Capital
Texas
$3.27M +$3.27M +7,213 New
WC
2035
Waterloo Capital
Texas
$3.27M +$484K +1,067 +17%
SAF
2036
Smith Anglin Financial
Texas
$3.27M -$37.6K -83 -1%
FWP
2037
Firethorn Wealth Partners
Georgia
$3.25M -$17.7K -39 -0.5%
MA
2038
MCF Advisors
Kentucky
$3.25M -$230K -507 -7%
CFO
2039
Capitol Family Office
Oregon
$3.25M -$242K -534 -7%
KA
2040
KLCM Advisors
Wisconsin
$3.25M -$68.9K -152 -2%
MSFP
2041
Mark Sheptoff Financial Planning
Connecticut
$3.25M – – –
FFP
2042
FourThought Financial Partners
Florida
$3.24M +$3.24M +7,147 New
SFG
2043
SevenBridge Financial Group
Pennsylvania
$3.24M +$4.73K +10 +0.1%
GAM
2044
Gemmer Asset Management
California
$3.24M +$90.7K +200 +3%
AO
2045
Advisor OS
Illinois
$3.24M -$756K -1,668 -19%
RWA
2046
Redhawk Wealth Advisors
Minnesota
$3.23M +$29.9K +66 +0.9%
TCWM
2047
Total Clarity Wealth Management
Illinois
$3.23M -$7.71K -17 -0.2%
AMG
2048
Asset Management Group
Connecticut
$3.23M +$61.2K +135 +2%
GFP
2049
Guardian Financial Partners
California
$3.22M +$121K +268 +4%
WCP
2050
Wealthcare Capital Partners
Pennsylvania
$3.21M +$3.21M +7,087 New
80 81
82
83 84