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 %
GIP
2826
Greatmark Investment Partners
Georgia
$1.34M -$11.3K -25 -0.8%
FC
2827
Farley Capital
New York
$1.34M – – –
LFA
2828
Legend Financial Advisors
Pennsylvania
$1.34M +$89.3K +197 +7%
PCMK
2829
Paragon Capital Management (Kansas)
Kansas
$1.33M -$11.8K -26 -0.9%
HTHT
2830
Hemenway Trust Hemenway Trust
New Hampshire
$1.33M +$34.4K +76 +3%
JCM
2831
Jacobsen Capital Management
Utah
$1.33M +$4.99K +11 +0.4%
TPWA
2832
Twin Peaks Wealth Advisors
California
$1.33M +$121K +267 +10%
LIP
2833
Lighthouse Investment Partners
Florida
$1.33M +$1.33M +2,930 New
WRPWM
2834
Werba Rubin Papier Wealth Management
California
$1.33M +$46.7K +103 +4%
TWM
2835
Trueblood Wealth Management
Ohio
$1.32M +$51.7K +114 +4%
IAS
2836
IMA Advisory Services
Colorado
$1.32M – – –
HP
2837
Hilltop Partners
Indiana
$1.32M +$338K +746 +34%
ATFA
2838
All Terrain Financial Advisors
Minnesota
$1.32M – – –
GDP
2839
Great Diamond Partners
Maine
$1.32M +$4.08K +9 +0.3%
FUBT
2840
First United Bank & Trust
Maryland
$1.32M – – –
AA
2841
Acorns Advisers
California
$1.31M +$135K +297 +11%
MAM
2842
McLean Asset Management
Virginia
$1.31M +$60.7K +134 +5%
WSCM
2843
Wellington Shields Capital Management
New York
$1.3M +$125K +275 +11%
RIP
2844
Reliant Investment Partners
North Carolina
$1.3M +$1.3M +2,873 New
OCM
2845
Objective Capital Management
Ohio
$1.3M +$9.06K +20 +0.7%
SRL
2846
Scientech Research LLC
New Jersey
$1.3M +$312K +689 +32%
LCGC
2847
Legacy Capital Group California
California
$1.3M +$96.1K +212 +8%
COI
2848
Connable Office Inc
Michigan
$1.3M -$113K -250 -8%
OPWM
2849
Oakwell Private Wealth Management
Texas
$1.29M +$20.9K +46 +2%
FP
2850
Financial Perspectives
Minnesota
$1.29M +$141K +310 +12%
112 113
114
115 116