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 %
SA
2376
SL Advisors
New Jersey
$2.21M -$14.5K -32 -0.7%
MWM
2377
Massachusetts Wealth Management
Massachusetts
$2.21M +$22.7K +50 +1%
CWP
2378
Curated Wealth Partners
California
$2.2M +$1.32M +2,918 +150%
MFG
2379
Midwest Financial Group
Kansas
$2.2M +$163K +360 +8%
SIC
2380
Sage Investment Counsel
Tennessee
$2.2M +$2.2M +4,855 New
CP
2381
Cornerstone Planning
North Carolina
$2.2M +$2.2M +4,854 New
LWP
2382
Laurel Wealth Planning
Minnesota
$2.2M +$510K +1,126 +30%
VIPI
2383
Vista Investment Partners II
Indiana
$2.2M +$2.2M +4,848 New
KIM
2384
Kestra Investment Management
Texas
$2.19M +$1.53M +3,380 +232%
AW
2385
Avion Wealth
Texas
$2.19M +$103K +227 +5%
BA
2386
Ballew Advisors
Mississippi
$2.19M +$37.3K +84 +2%
FCG
2387
Financial Connections Group
California
$2.19M – – –
TWM
2388
Tanager Wealth Management
United Kingdom
$2.18M +$10.4K +23 +0.5%
ATI
2389
Act Two Investors
California
$2.18M – – –
FAM
2390
Fred Alger Management
New York
$2.18M +$2.18M +4,809 New
PCM
2391
Penserra Capital Management
California
$2.18M +$2.1M +4,642 +2,813%
BW
2392
BXM Wealth
Colorado
$2.18M +$2.18M +4,803 New
PIA
2393
Powell Investment Advisors
Florida
$2.18M – – –
KL
2394
KilterHowling LLC
Colorado
$2.18M +$27.4K +58 +1%
ARMT
2395
Amica Retiree Medical Trust
Rhode Island
$2.17M -$188K -415 -8%
BWP
2396
BSW Wealth Partners
Colorado
$2.17M +$179K +396 +9%
TBWA
2397
Three Bridge Wealth Advisors
California
$2.17M -$14.1K -31 -0.6%
WH
2398
Willner & Heller
California
$2.17M +$202K +445 +10%
IWP
2399
IAG Wealth Partners
Wisconsin
$2.16M – – –
BSB
2400
Bangor Savings Bank
Maine
$2.16M -$54.8K -121 -2%
94 95
96
97 98