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 %
IDA
2151
Intelligence Driven Advisers
California
$2.86M +$74.3K +164 +3%
KA
2152
KDT Advisors
New York
$2.86M +$2.86M +6,311 New
GWM
2153
GSB Wealth Management
Connecticut
$2.86M -$24K -53 -0.8%
NQWM
2154
Northwest Quadrant Wealth Management
Oregon
$2.86M -$18.1K -40 -0.6%
GWM
2155
Greenwich Wealth Management
Connecticut
$2.84M -$71.6K -158 -2%
FWMM
2156
Foundation Wealth Management (Missouri)
Missouri
$2.83M -$453 -1 -0%
VWM
2157
Venturi Wealth Management
Texas
$2.83M +$396K +874 +16%
AA
2158
Auxano Advisors
Washington
$2.82M +$206K +455 +8%
LFGO
2159
Legacy Financial Group (Oklahoma)
Oklahoma
$2.82M +$907 +2 +0%
MWP
2160
Meriwether Wealth & Planning
Louisiana
$2.82M +$2.82M +6,216 New
SWMG
2161
Stillwater Wealth Management Group
Florida
$2.81M +$2.81M +6,200 New
KIA
2162
Kraematon Investment Advisors
Massachusetts
$2.81M -$15.9K -35 -0.6%
ACM
2163
Adalta Capital Management
New York
$2.81M – – –
PFG
2164
Pinnacle Financial Group
Illinois
$2.81M +$20.9K +46 +0.7%
FFS
2165
Founders Financial Securities
Maryland
$2.8M -$3.17K -7 -0.1%
TKP
2166
Tallon Kerry Patrick
$2.8M +$2.8M +6,208 New
PRTG
2167
Post Resch Tallon Group
New York
$2.8M +$2.8M +6,208 New
PSB
2168
Passumpsic Savings Bank
Vermont
$2.8M +$31.3K +69 +1%
VIP
2169
Vista Investment Partners
Oklahoma
$2.79M -$186K -410 -6%
FF
2170
Farnam Financial
Arizona
$2.78M -$9.97K -22 -0.4%
LRIA
2171
Leonard Rickey Investment Advisors
Washington
$2.78M -$27.7K -61 -1%
CCM
2172
Condor Capital Management
New Jersey
$2.78M -$1.81K -4 -0.1%
DKCM
2173
Davidson Kahn Capital Management
California
$2.77M +$2.77M +6,121 New
FFA
2174
Founders Financial Alliance
North Carolina
$2.77M +$153K +337 +6%
ICP
2175
Impact Capital Partners
Colorado
$2.77M +$2.77M +6,107 New
85 86
87
88 89