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 %
EWM
2126
EPG Wealth Management
Georgia
$2.96M -$137K -303 -4%
PIP
2127
Peachtree Investment Partners
Florida
$2.96M -$97.5K -215 -3%
TCOO
2128
Trust Company of Oklahoma
Oklahoma
$2.96M +$3.17K +7 +0.1%
LFA
2129
Legacy Financial Advisors
Kentucky
$2.96M +$109K +240 +4%
KNW
2130
Kesler Norman & Wride
Utah
$2.95M +$520K +1,148 +21%
TBT
2131
Texas Bank & Trust
Texas
$2.94M +$2.94M +6,477 New
CIG
2132
CHB Investment Group
Pennsylvania
$2.91M -$17.7K -39 -0.6%
FIC
2133
FCG Investment Company
Tennessee
$2.91M +$66.6K +147 +2%
BCG
2134
Breakwater Capital Group
New Jersey
$2.91M +$19.5K +43 +0.7%
RWP
2135
Revolve Wealth Partners
New Jersey
$2.91M +$464K +1,024 +19%
TWM
2136
Thrive Wealth Management
Pennsylvania
$2.91M +$15.4K +34 +0.5%
MFS
2137
Madrona Financial Services
Washington
$2.9M -$76.6K -169 -3%
TCM
2138
Triumph Capital Management
Colorado
$2.9M +$16.8K +37 +0.6%
NDSI
2139
Newman Dignan & Sheerar Inc
Rhode Island
$2.9M -$44.4K -98 -2%
FNBOH
2140
First National Bank of Hutchinson
Kansas
$2.9M +$252K +555 +10%
FCA
2141
FLC Capital Advisors
California
$2.89M -$59.4K -131 -2%
SCM
2142
SOL Capital Management
Maryland
$2.89M -$344K -760 -11%
HHWM
2143
Hiley Hunt Wealth Management
Nebraska
$2.89M -$38.5K -85 -1%
Group One Trading
2144
Group One Trading
Illinois
$2.88M +$2.88M +6,360 New
HBW
2145
Hazlett, Burt & Watson
West Virginia
$2.88M -$3.62K -8 -0.1%
SAM
2146
Secure Asset Management
Michigan
$2.88M +$165K +363 +6%
1W
2147
1776 Wealth
Georgia
$2.88M – – –
1WM
2148
1858 Wealth Management
Ohio
$2.87M -$26.7K -59 -0.9%
SSWM
2149
Strait & Sound Wealth Management
California
$2.87M +$907 +2 +0%
LFA
2150
Laraway Financial Advisors
Minnesota
$2.87M – – –
84 85
86
87 88