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 %
B
2326
Bensler
Washington
$2.32M +$196K +433 +9%
KFA
2327
Kapstone Financial Advisors
Ohio
$2.32M +$115K +246 +5%
MHC
2328
Meyer Handelman Company
New York
$2.32M – – –
PFA
2329
Petra Financial Advisors
Colorado
$2.31M -$50.8K -112 -2%
WC
2330
Winmill & Co
New York
$2.31M – – –
MA
2331
MJP Associates
Connecticut
$2.31M +$111K +245 +5%
TRIA
2332
Trail Ridge Investment Advisors
Colorado
$2.31M +$4.53K +10 +0.2%
CF
2333
Convergence Financial
Missouri
$2.31M +$166K +367 +8%
UBG
2334
United Bank (Georgia)
Georgia
$2.31M +$195K +430 +9%
IP
2335
Ignite Planners
California
$2.31M -$20.4K -45 -0.9%
TFA
2336
Tranquilli Financial Advisor
New Jersey
$2.31M -$64.4K -142 -3%
SCA
2337
Sippican Capital Advisors
Massachusetts
$2.3M +$3.17K +7 +0.1%
CH
2338
Cromwell Holdings
Wyoming
$2.3M – – –
RFN
2339
RDA Financial Network
Iowa
$2.3M +$210K +463 +10%
RBC
2340
Romano Brothers & Co
Illinois
$2.3M +$31.7K +70 +1%
TW
2341
Traveka Wealth
California
$2.3M +$864K +1,905 +60%
KW
2342
KWB Wealth
California
$2.3M -$18.9K -41 -0.8%
SAM
2343
Steinberg Asset Management
New York
$2.29M -$49.9K -110 -2%
ML
2344
McAdam LLC
Pennsylvania
$2.29M +$29.9K +66 +1%
SIG
2345
Spinnaker Investment Group
California
$2.29M +$655K +1,444 +40%
IWN
2346
Independent Wealth Network
Iowa
$2.28M +$162K +358 +8%
CPWA
2347
Cerro Pacific Wealth Advisors
California
$2.27M +$29K +63 +1%
EWP
2348
Elevation Wealth Partners
California
$2.27M -$2.27K -5 -0.1%
VF
2349
Vawter Financial
Ohio
$2.27M -$90.7K -200 -4%
IIM
2350
InTrack Investment Management
Vermont
$2.27M +$63K +140 +3%
92 93
94
95 96