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 %
CMAI
2751
Capital Management Associates Inc
Minnesota
$1.45M -$20.4K -45 -1%
FMI
2752
F/M Investments
District of Columbia
$1.44M +$55.8K +123 +4%
WFA
2753
Wellspring Financial Advisors
Ohio
$1.44M +$28.6K +63 +2%
CCAM
2754
Cascades Capital Asset Management
North Carolina
$1.44M +$151K +333 +12%
MGAM
2755
McGowan Group Asset Management
Texas
$1.44M +$481K +1,062 +50%
UW
2756
Unique Wealth
Florida
$1.44M +$202K +445 +16%
MWC
2757
MBM Wealth Consultants
Missouri
$1.43M +$54.6K +121 +4%
PWA
2758
Prairie Wealth Advisors
Nebraska
$1.43M -$907 -2 -0.1%
LJCM
2759
Lee Johnson Capital Management
Texas
$1.43M +$160K +353 +13%
ITIM
2760
Indiana Trust & Investment Management
Indiana
$1.43M -$11.3K -25 -0.8%
TI
2761
Trigran Investments
Illinois
$1.43M – – –
KTA
2762
Keeley-Teton Advisors
Illinois
$1.43M – – –
NA
2763
Nottingham Advisors
New York
$1.43M -$2.98M -6,568 -68%
PGIM
2764
Pacific Global Investment Management
California
$1.42M -$23.3M -51,313 -94%
CCM
2765
Campbell Capital Management
Florida
$1.42M – – –
VWA
2766
VSM Wealth Advisory
Maryland
$1.42M +$1.42M +3,131 New
BWIA
2767
Bryant Woods Investment Advisors
New York
$1.42M +$81.6K +180 +6%
LWM
2768
Lakeridge Wealth Management
Ohio
$1.41M +$4.53K +10 +0.3%
HFS
2769
Heritage Financial Services
Massachusetts
$1.41M -$31.3K -69 -2%
KFS
2770
Kurt F. Somerville
$1.41M -$129K -285 -8%
HSG
2771
Helen Stephens Group
Texas
$1.41M -$118K -261 -8%
WFA
2772
WMG Financial Advisors
Tennessee
$1.41M +$149K +328 +12%
BOM
2773
Bank of Marin
California
$1.41M -$13.6K -30 -1%
HI
2774
Hoey Investments
Pennsylvania
$1.41M +$4.53K +10 +0.3%
OWP
2775
Old Well Partners
North Carolina
$1.41M -$907K -2,000 -39%
109 110
111
112 113