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 %
CC
2276
Callan Capital
California
$2.47M -$747K -1,648 -23%
FA
2277
FF Advisors
California
$2.47M +$10.5K +23 +0.4%
EGWAG
2278
Elwood & Goetz Wealth Advisory Group
Georgia
$2.46M +$907 +2 +0%
TWP
2279
Tyche Wealth Partners
Texas
$2.46M +$126K +278 +5%
AGC
2280
Aspen Grove Capital
Colorado
$2.46M +$84.3K +186 +4%
NLP
2281
Next Level Private
New York
$2.45M – – –
I2I
2282
Insight 2811 Inc
Illinois
$2.45M +$47.6K +105 +2%
HPIA
2283
Hamilton Point Investment Advisors
North Carolina
$2.45M +$397K +876 +19%
TA
2284
TFB Advisors
Kansas
$2.44M +$117K +258 +5%
GGI
2285
Godsey & Gibb Inc
Virginia
$2.44M – – –
CFD
2286
Creative Financial Designs
Indiana
$2.44M +$195K +430 +9%
UF
2287
Univest Financial
Pennsylvania
$2.44M +$453 +1 +0%
CWM
2288
Centric Wealth Management
Illinois
$2.44M +$303K +668 +14%
AIM
2289
Alhambra Investment Management
Florida
$2.44M +$10.9K +24 +0.4%
SWM
2290
Scissortail Wealth Management
Oklahoma
$2.43M +$2.42M +5,338 +18,407%
JAFL
2291
Jay A. Fishman Ltd
Michigan
$2.43M +$29.5K +65 +1%
SCP
2292
Stevens Capital Partners
Nebraska
$2.43M -$27.2K -60 -1%
HBT
2293
Hills Bank & Trust
Iowa
$2.42M -$95.2K -210 -4%
FH
2294
FWG Holdings
Florida
$2.41M +$88.7K +191 +4%
WE
2295
Wealth Effects
Massachusetts
$2.4M -$1.36K -3 -0.1%
CSC
2296
Caldwell Sutter Capital
California
$2.4M +$131K +289 +6%
SL
2297
SFM LLC
New Hampshire
$2.4M +$22.7K +50 +1%
AIM
2298
Advyzon Investment Management
Illinois
$2.39M +$2.39M +5,283 New
NB
2299
Northwest Bancshares
Pennsylvania
$2.39M -$204K -450 -8%
CC
2300
Capital Counsel
New York
$2.39M +$13.6K +30 +0.6%
90 91
92
93 94