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 %
AFT
2676
Alpha Family Trust
California
$1.56M – – –
PSP
2677
Pacific Sage Partners
Washington
$1.56M +$292K +644 +23%
B
2678
Birchbrook
Maine
$1.56M +$17.7K +39 +1%
MCM
2679
MV Capital Management
Maryland
$1.56M -$39K -86 -2%
RWI
2680
Red Wave Investments
Pennsylvania
$1.56M – – –
UPS
2681
UHLMANN PRICE SECURITIES
Illinois
$1.56M -$9.07K -20 -0.6%
FG
2682
Fairman Group
Pennsylvania
$1.56M – – –
MA
2683
MKT Advisors
California
$1.56M -$234K -500 -13%
TIP
2684
Tandem Investment Partners
New Jersey
$1.56M +$1.56M +3,431 New
BONST
2685
Bank of Nova Scotia Trust
Ontario, Canada
$1.55M -$98.8K -218 -6%
OFS
2686
Orrstown Financial Services
Pennsylvania
$1.55M +$59.8K +132 +4%
SP
2687
Stonebrook Private
Michigan
$1.55M +$77.1K +170 +5%
PFA
2688
Pathway Financial Advisers
Indiana
$1.55M -$702M -1,548,642 -100%
BAM
2689
Broyhill Asset Management
North Carolina
$1.55M +$1.55M +3,411 New
WLIM
2690
White Lighthouse Investment Management
Massachusetts
$1.55M – – –
AFS
2691
Access Financial Services
Minnesota
$1.54M – – –
SCM
2692
Sage Capital Management
New Jersey
$1.54M +$22.7K +50 +1%
HGWM
2693
Horst & Graben Wealth Management
Oregon
$1.54M +$53.5K +118 +4%
MWM
2694
Maridea Wealth Management
New York
$1.54M +$1.54M +3,390 New
TCM
2695
Tandem Capital Management
New Jersey
$1.54M – – –
LCM
2696
Leisure Capital Management
California
$1.53M -$47.6K -105 -3%
MJP
2697
Michael J. Puzo
$1.53M -$124K -274 -7%
YP
2698
YANKCOM Partnership
South Dakota
$1.53M +$1.53M +3,376 New
CG
2699
Clarus Group
Texas
$1.53M – – –
EWA
2700
Encompass Wealth Advisors
Oregon
$1.53M -$654K -1,442 -30%
106 107
108
109 110