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 %
PCOTEOTHU
2601
Provident Company of the Employees of the Hebrew University
Israel
$1.69M +$9.96K +22 +0.6%
GGS
2602
Galvin Gaustad & Stein
Arizona
$1.68M -$211K -465 -11%
UB
2603
Umpqua Bank
Oregon
$1.68M +$50.9K +113 +3%
ORAM
2604
One River Asset Management
Connecticut
$1.68M +$1.68M +3,722 New
GCM
2605
Gibraltar Capital Management
Oklahoma
$1.68M +$24.5K +54 +1%
GP
2606
Guardian Partners
Canada
$1.68M +$1.68M +3,718 New
PA
2607
Prossimo Advisors
California
$1.68M -$907 -2 -0.1%
PFG
2608
Putney Financial Group
California
$1.68M +$1.68M +3,701 New
PMA
2609
Prudent Man Advisors
Illinois
$1.68M -$148K -319 -8%
AP
2610
Atwood & Palmer
Missouri
$1.67M +$3.17K +7 +0.2%
SHJ
2611
Sharkey, Howes & Javer
Colorado
$1.67M +$3.63K +8 +0.2%
VST
2612
Van Strum & Towne
California
$1.67M +$227K +500 +16%
DBRC
2613
D.B. Root & Company
Pennsylvania
$1.67M -$23.6K -52 -1%
CWM
2614
CMH Wealth Management
New Hampshire
$1.66M +$612K +1,350 +58%
CWM
2615
Cahill Wealth Management
Michigan
$1.66M +$340K +750 +26%
CIP
2616
Convergence Investment Partners
Florida
$1.66M -$9.97K -22 -0.6%
IA
2617
IFG Advisors
Missouri
$1.66M +$24.5K +54 +1%
PAM
2618
Paradigm Asset Management
New York
$1.66M -$544K -1,200 -25%
IAG
2619
Investment Advisory Group
Massachusetts
$1.66M +$112K +248 +7%
EFMC
2620
Empire Financial Management Company
New York
$1.66M -$641K -1,415 -28%
CWG
2621
Crown Wealth Group
North Carolina
$1.66M +$16.8K +37 +1%
HRC
2622
Hoertkorn Richard Charles
$1.66M -$9.07K -20 -0.5%
PRP
2623
Peak Retirement Planning
Ohio
$1.66M +$1.66M +3,652 New
PAS
2624
PKS Advisory Services
New York
$1.65M +$1.65M +3,648 New
CG
2625
Corundum Group
Colorado
$1.65M +$946K +2,088 +134%
103 104
105
106 107