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 %
CG
2426
CFO4Life Group
Texas
$2.1M +$49.4K +109 +2%
FTUS
2427
Flow Traders U.S.
New York
$2.09M +$2.09M +4,613 New
LCM
2428
LVM Capital Management
Michigan
$2.09M -$2.27K -5 -0.1%
EB
2429
Emprise Bank
Kansas
$2.09M -$52.1K -115 -2%
WHC
2430
Wulff, Hansen & Co
California
$2.08M -$45.3K -100 -2%
MMG
2431
Monetary Management Group
Missouri
$2.08M -$6.8K -15 -0.3%
LIG
2432
Lokken Investment Group
Delaware
$2.08M +$83K +183 +4%
KWM
2433
Keebeck Wealth Management
Illinois
$2.08M +$77.1K +170 +4%
BB
2434
Bell Bank
North Dakota
$2.08M -$2.72K -6 -0.1%
DAM
2435
Doheny Asset Management
California
$2.07M – – –
SIC
2436
Sigma Investment Counselors
Michigan
$2.06M -$28.1K -62 -1%
PWA
2437
Physician Wealth Advisors
Utah
$2.06M +$221K +487 +12%
CF
2438
Copperwynd Financial
Arizona
$2.06M -$35.4K -78 -2%
LC
2439
LCNB Corp
Ohio
$2.06M +$12.7K +28 +0.6%
Edgewood Management
2440
Edgewood Management
Connecticut
$2.05M – – –
ODG
2441
O'Dell Group
Ohio
$2.05M -$908K -2,003 -31%
WP
2442
WealthShield Partners
North Carolina
$2.05M -$196K -433 -9%
CWM
2443
Centurion Wealth Management
Virginia
$2.05M +$32.6K +72 +2%
WCG
2444
Weaver Consulting Group
California
$2.05M -$369K -815 -15%
PWM
2445
Prentice Wealth Management
New York
$2.05M +$37.2K +82 +2%
AWAP
2446
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.04M -$11.8K -26 -0.6%
WEG
2447
World Equity Group
Illinois
$2.04M -$254K -560 -11%
PP
2448
Prosperity Planning
Missouri
$2.04M +$2.72K +6 +0.1%
SC
2449
Summa Corp
Texas
$2.04M -$118K -260 -5%
HC
2450
Hamilton Capital
Ohio
$2.04M +$17.7K +39 +0.9%
96 97
98
99 100