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 %
FNBOMD
2051
First National Bank of Mount Dora
Florida
$3.21M – – –
LAM
2052
Lewis Asset Management
California
$3.21M -$468K -1,032 -13%
FLP
2053
Financial Life Planners
Arizona
$3.2M +$3.2M +7,067 New
AAM
2054
Augustine Asset Management
Florida
$3.2M +$25.4K +56 +0.8%
NAG
2055
Northstar Advisory Group
New Jersey
$3.2M -$915K -2,019 -22%
FWM
2056
Fairhaven Wealth Management
Illinois
$3.19M +$29K +64 +0.9%
IRAG
2057
Investment Research & Advisory Group
Georgia
$3.19M -$10.9K -24 -0.3%
KCM
2058
Kennondale Capital Management
Virginia
$3.18M +$3.18M +7,015 New
W
2059
WPWealth
Texas
$3.18M -$1.07M -2,371 -25%
LAIC
2060
Lederer & Associates Investment Counsel
California
$3.17M -$453 -1 -0%
AIC
2061
Anthracite Investment Company
Texas
$3.17M +$1.14M +2,509 +56%
REMPR
2062
Roof Eidam Maycock Peralta (REMP)
California
$3.17M +$9.52K +21 +0.3%
DAS
2063
Diversify Advisory Services
Utah
$3.17M -$494K -1,116 -13%
HWM
2064
Hohimer Wealth Management
Washington
$3.17M +$429K +946 +16%
CBA
2065
Coastal Bridge Advisors
Connecticut
$3.16M – – –
KCM
2066
Kathmere Capital Management
Pennsylvania
$3.16M +$256K +564 +9%
LB
2067
Legacy Bridge
Iowa
$3.16M +$9.07K +20 +0.3%
HFM
2068
Harvest Fund Management
China
$3.15M -$3.04M -6,697 -49%
DE
2069
Diversified Enterprises
Delaware
$3.14M +$277K +610 +10%
CTFG
2070
Capstone Triton Financial Group
Oklahoma
$3.13M -$19.9K -44 -0.6%
AO
2071
Allen Operations
New York
$3.13M – – –
AWM
2072
Accurate Wealth Management
Florida
$3.13M +$126K +285 +4%
PTCG
2073
Pring Turner Capital Group
California
$3.13M -$1.16M -2,550 -27%
AWA
2074
Alta Wealth Advisors
Massachusetts
$3.12M +$12.7K +28 +0.4%
FPGK
2075
Financial Partners Group (Kansas)
Kansas
$3.12M -$63.9K -141 -2%
81 82
83
84 85