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 %
FFG
2226
Fiduciary Financial Group
California
$2.61M +$33.2K +75 +1%
HA
2227
Hofer & Associates
California
$2.61M +$907 +2 +0%
LWM
2228
Laidlaw Wealth Management
New York
$2.61M +$2.52M +122,835 +3,054%
NGA
2229
Naples Global Advisors
Florida
$2.61M +$25.4K +56 +1%
TCPW
2230
Twin City Private Wealth
North Carolina
$2.6M +$143K +315 +6%
OWA
2231
Octavia Wealth Advisors
Ohio
$2.6M -$32.6K -72 -1%
NB
2232
Nicolet Bankshares
Wisconsin
$2.6M -$29.5K -65 -1%
PWM
2233
Peterson Wealth Management
Nevada
$2.6M +$87.9K +194 +4%
DSN
2234
D. Scott Neal
Kentucky
$2.59M – – –
IEFM
2235
IQ EQ Fund Management
Ireland
$2.59M -$184K -406 -7%
GAG
2236
GM Advisory Group
New York
$2.59M +$621K +1,370 +32%
EP
2237
Edgestream Partners
New Jersey
$2.59M +$2.59M +5,706 New
TCA
2238
Trifecta Capital Advisors
Illinois
$2.58M -$240K -529 -8%
BCM
2239
Bourgeon Capital Management
Connecticut
$2.58M -$65.3K -144 -2%
TPW
2240
Transatlantique Private Wealth
New York
$2.58M -$15.9K -35 -0.6%
AIA
2241
Arbor Investment Advisors
North Carolina
$2.58M -$6.35K -14 -0.2%
LTAS
2242
Linden Thomas Advisory Services
North Carolina
$2.57M +$324K +714 +14%
PCH
2243
PGIM Custom Harvest
New Jersey
$2.57M -$425K -937 -14%
ABLA
2244
Alan B. Lancz & Associates
Ohio
$2.56M -$11.3K -25 -0.4%
AMBIA
2245
Allen Mooney & Barnes Investment Advisors
Georgia
$2.56M – – –
GCA
2246
Gallagher Capital Advisors
Texas
$2.56M +$2.56M +5,643 New
SPIO
2247
Seven Post Investment Office
California
$2.55M -$104K -230 -4%
GWMR
2248
GC Wealth Management RIA
Massachusetts
$2.55M -$265K -585 -9%
SAM
2249
Seelaus Asset Management
New Jersey
$2.55M +$52.1K +115 +2%
FGC
2250
Financial Gravity Companies
Texas
$2.55M +$2.55M +5,630 New
88 89
90
91 92