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 %
PIA
2251
Panoramic Investment Advisors
Colorado
$2.55M +$266K +587 +12%
GCM
2252
G2 Capital Management
Ohio
$2.55M – – –
BMC
2253
Benin Management Corp
Connecticut
$2.55M -$90.7K -200 -3%
AFM
2254
Armstrong Fleming & Moore
District of Columbia
$2.55M -$41.2K -91 -2%
JBW
2255
Journey Beyond Wealth
Georgia
$2.54M +$2.54M +5,600 New
GSWM
2256
Golden State Wealth Management
California
$2.53M +$2.53M +5,588 New
LIA
2257
Lynx Investment Advisory
District of Columbia
$2.53M +$13.1K +29 +0.5%
KTC
2258
Kentucky Trust Company
Kentucky
$2.53M +$2.53M +5,578 New
WWA
2259
Wingate Wealth Advisors
Massachusetts
$2.53M +$2.53M +5,572 New
MLA
2260
My Legacy Advisors
Oregon
$2.52M -$16K -35 -0.6%
WAG
2261
Windsor Advisory Group
Ohio
$2.52M -$5.89K -13 -0.2%
PAM
2262
Prodigy Asset Management
Nebraska
$2.51M +$2.51M +5,534 New
FCM
2263
Firestone Capital Management
Florida
$2.5M – – –
DL
2264
DOHJ LLC
Washington
$2.5M +$907 +2 +0%
LW
2265
Linscomb Wealth
Texas
$2.49M +$18.1K +40 +0.7%
WFI
2266
West Family Investments
California
$2.49M -$29K -64 -1%
LWA
2267
Lantern Wealth Advisors
New York
$2.49M -$616K -1,360 -20%
BSTWA
2268
Blake Schutter Theil Wealth Advisors
Ohio
$2.49M -$130K -286 -5%
ZIG
2269
Zullo Investment Group
Pennsylvania
$2.48M – – –
BSG
2270
Black Swift Group
Colorado
$2.48M -$236K -521 -9%
LCM
2271
Legato Capital Management
California
$2.48M – – –
GB
2272
Goepper Burkhardt
South Carolina
$2.48M -$11.3K -25 -0.5%
EWM
2273
Elmwood Wealth Management
California
$2.48M +$37.2K +82 +2%
SW
2274
SkyOak Wealth
Michigan
$2.48M +$93.8K +207 +4%
BWP
2275
Barlow Wealth Partners
Kentucky
$2.47M +$10.1K +22 +0.4%
89 90
91
92 93