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 %
HCMG
2201
Howard Capital Management Group
California
$2.69M +$348K +767 +15%
LWM
2202
Liberty Wealth Management
California
$2.68M -$11.3K -25 -0.4%
RIS
2203
Retirement Income Solutions
Michigan
$2.68M -$49.9K -110 -2%
SAMT
2204
Select Asset Management & Trust
Pennsylvania
$2.67M +$199K +439 +8%
TA
2205
TruWealth Advisors
Louisiana
$2.67M -$5.89K -13 -0.2%
PMWMG
2206
Parr McKnight Wealth Management Group
Minnesota
$2.67M +$2.67M +5,884 New
BHBT
2207
Burke & Herbert Bank & Trust
Virginia
$2.66M -$5.44K -12 -0.2%
AI
2208
AXS Investments
New York
$2.66M +$125K +275 +5%
CRI
2209
Colonial River Investments
Virginia
$2.66M +$244K +538 +10%
NL
2210
NDWM LLC
California
$2.66M – – –
LSWP
2211
Liberty Square Wealth Partners
Pennsylvania
$2.66M +$2.66M +5,545 New
LWP
2212
LeClair Wealth Partners
Ohio
$2.65M +$2.65M +5,845 New
PPC
2213
Pennington Partners & Co
Maryland
$2.65M +$2.65M +5,839 New
IP
2214
Investment Partners
Ohio
$2.64M +$4.53K +10 +0.2%
GA
2215
GoalVest Advisory
New York
$2.63M +$12.2K +27 +0.5%
NBWM
2216
North Berkeley Wealth Management
California
$2.63M +$2.63M +5,809 New
HWP
2217
Heritage Wealth Partners
Ohio
$2.63M +$335K +738 +15%
SIS
2218
Sound Income Strategies
Florida
$2.62M +$134K +295 +5%
CA
2219
Claro Advisors
Massachusetts
$2.62M -$295K -650 -10%
QCM
2220
Qsemble Capital Management
New York
$2.62M +$2.62M +5,782 New
FWM
2221
Fingerlakes Wealth Management
New York
$2.62M -$28.1K -62 -1%
WI
2222
WrapManager Inc
California
$2.62M +$218K +482 +9%
EFG
2223
Ethos Financial Group
Pennsylvania
$2.61M +$30.4K +67 +1%
MCM
2224
Monarch Capital Management
Indiana
$2.61M -$4.08K -9 -0.2%
CAS
2225
Coppell Advisory Solutions
Texas
$2.61M -$123K -273 -5%
87 88
89
90 91