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 %
RI
2301
Rinkey Investments
California
$2.39M +$505K +1,114 +27%
SMWM
2302
Silvia McColl Wealth Management
California
$2.39M – – –
CCM
2303
Consolidated Capital Management
California
$2.39M +$18.1K +40 +0.8%
GAA
2304
Guardian Asset Advisors
Pennsylvania
$2.38M -$16.8K -37 -0.7%
SCA
2305
Sage Capital Advisors
South Dakota
$2.38M – – –
TNAM
2306
Terra Nova Asset Management
New York
$2.38M +$8.61K +19 +0.4%
MCM
2307
Mainstream Capital Management
California
$2.38M +$29.5K +65 +1%
AWM
2308
Aprio Wealth Management
Georgia
$2.38M +$574K +1,266 +32%
KWS
2309
Keystone Wealth Services
California
$2.37M -$15.4K -34 -0.6%
BMWM
2310
Brown Miller Wealth Management
Virginia
$2.37M – – –
UAS
2311
United Asset Strategies
New York
$2.37M -$25.4K -56 -1%
MWM
2312
McMill Wealth Management
Nebraska
$2.36M +$2.36M +5,217 New
PAA
2313
Peregrine Asset Advisers
Oregon
$2.36M -$47.1K -104 -2%
WBC
2314
West Branch Capital
Massachusetts
$2.36M +$922K +2,035 +64%
DIA
2315
Dean Investment Associates
Ohio
$2.36M -$139K -307 -6%
CAM
2316
CPA Asset Management
Florida
$2.35M – – –
TSW
2317
Three Seasons Wealth
Utah
$2.35M -$141K -311 -6%
FMLI
2318
Fukoku Mutual Life Insurance
Japan
$2.33M -$94.3K -208 -4%
GPA
2319
Garrison Point Advisors
California
$2.33M +$1.33M +2,932 +133%
ACA
2320
Aspire Capital Advisors
Washington
$2.33M +$32.2K +71 +1%
HCCM
2321
Hudson Canyon Capital Management
New York
$2.33M – – –
AWA
2322
Acorn Wealth Advisors
Michigan
$2.32M +$681K +1,503 +41%
EFL
2323
ERn Financial LLC
Wisconsin
$2.32M +$51.2K +113 +2%
MCC
2324
Money Concepts Capital
Florida
$2.32M +$507K +1,118 +28%
1WM
2325
1900 Wealth Management
Texas
$2.32M +$7.25K +16 +0.3%
91 92
93
94 95