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
59.44%
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 %
MAM
226
Meeder Asset Management
Ohio
$127M +$976K +2,153 +0.8%
EWM
227
Evercore Wealth Management
New York
$127M -$1.76M -3,874 -1%
BFS
228
Bradley Foster & Sargent
Connecticut
$127M -$141K -312 -0.1%
MML Investors Services
229
MML Investors Services
Massachusetts
$126M +$6.28M +13,847 +5%
SRIM
230
Saratoga Research & Investment Management
California
$126M -$21.7M -47,936 -15%
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$126M +$8.22M +18,131 +7%
GLA
232
Great Lakes Advisors
Illinois
$126M -$3.08M -6,791 -2%
DADC
233
D.A. Davidson & Co
Montana
$125M +$2.64M +5,833 +2%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$125M +$4.73M +10,439 +4%
HNB
235
Huntington National Bank
Ohio
$124M +$5.56M +12,274 +5%
WJWM
236
Williams Jones Wealth Management
New York
$122M -$2.26M -4,979 -2%
PFSRSONJ
237
Police & Firemen's Retirement System of New Jersey
New Jersey
$121M +$121M +266,277 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$120M +$3.21M +7,073 +3%
Calamos Advisors
239
Calamos Advisors
Illinois
$120M – – –
SOADOR
240
State of Alaska Department of Revenue
Alaska
$119M -$2.77M -6,113 -2%
BCM
241
Bronte Capital Management
Australia
$117M -$59.2M -111,419 -34%
LODC
242
Lanham O'Dell & Company
West Virginia
$117M -$119M -257,779 Closed
NA
243
NewEdge Advisors
Louisiana
$117M +$6.94M +15,302 +6%
CAG
244
Crestwood Advisors Group
Massachusetts
$116M +$238K +524 +0.2%
FMI
245
Factory Mutual Insurance
Massachusetts
$115M – – –
RMDI
246
R.M. Davis Inc
Maine
$115M -$485K -1,069 -0.4%
KBC Group
247
KBC Group
Belgium
$115M -$3.94M -8,703 -3%
BCIM
248
British Columbia Investment Management
British Columbia, Canada
$115M +$14.9M +32,782 +15%
QCM
249
QRG Capital Management
Illinois
$114M +$1.85M +4,074 +2%
RI
250
RWWM Inc
California
$114M -$119K -262 -0.1%
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