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 %
GFWA
2451
Grey Fox Wealth Advisors
Delaware
$2.04M +$28.6K +63 +1%
SA
2452
Sovran Advisors
California
$2.03M +$2.03M +4,514 New
WQ
2453
Wealth Quarterback
New Jersey
$2.03M +$71.6K +158 +4%
SFG
2454
Snider Financial Group
Washington
$2.03M +$2.03M +4,473 New
SFP
2455
Sandbox Financial Partners
Maryland
$2.02M +$177K +391 +10%
CA
2456
Corrado Advisors
New Jersey
$2.02M -$24.9K -55 -1%
PPP
2457
Private Portfolio Partners
New Jersey
$2.02M +$101K +222 +5%
HA
2458
Helium Advisors
Washington
$2.02M +$2.02M +4,459 New
AG
2459
AmeriFlex Group
Nevada
$2.02M +$2.02M +4,308 New
FCM
2460
Fourpath Capital Management
Oklahoma
$2.02M -$19.5K -43 -1%
BHB
2461
Bank Hapoalim BM
Israel
$2.02M -$122K -270 -6%
PGA
2462
Portland Global Advisors
Maine
$2.01M +$2.27K +5 +0.1%
OCM
2463
Orleans Capital Management
Louisiana
$2.01M – – –
GGHC
2464
Gilder Gagnon Howe & Co
New York
$2.01M – – –
FEM
2465
Fulcrum Equity Management
Texas
$2M – – –
LFS
2466
Lutz Financial Services
Nebraska
$2M +$264K +582 +15%
RW
2467
RVW Wealth
California
$2M +$314K +692 +19%
APG
2468
Abacus Planning Group
South Carolina
$2M +$3.17K +7 +0.2%
V
2469
ViaWealth
Kansas
$1.99M -$170K -376 -8%
MSS
2470
Mitchell Sinkler & Starr
Pennsylvania
$1.99M – – –
OLVIG
2471
Oliver Lagore Vanvalin Investment Group
Michigan
$1.99M +$65.7K +145 +3%
SA
2472
Shilanski & Associates
Alaska
$1.98M -$61.6K -136 -3%
PEA
2473
Park Edge Advisors
Ohio
$1.98M +$355K +783 +22%
EFSCE
2474
Enterprise Financial Services Corp (EFSC)
Missouri
$1.98M -$570K -1,257 -22%
AGWCA
2475
Annis Gardner Whiting Capital Advisors
Florida
$1.98M -$14.1K -31 -0.7%
97 98
99
100 101