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 %
MIM
2976
Marco Investment Management
Georgia
$1.14M -$143K -315 -11%
RB
2977
Rodgers Brothers
Pennsylvania
$1.13M – – –
PSCM
2978
Per Stirling Capital Management
Texas
$1.13M -$36.7K -81 -3%
UWP
2979
Uniting Wealth Partners
Kansas
$1.13M +$1.13M +2,497 New
CIA
2980
Cascade Investment Advisors
Oregon
$1.13M -$6.8K -15 -0.6%
JTWM
2981
Jackson Thornton Wealth Management
Alabama
$1.13M +$220K +486 +24%
TA
2982
TPG Advisors
Illinois
$1.13M +$72.5K +160 +7%
SAM
2983
Sawgrass Asset Management
Florida
$1.13M -$28.6K -63 -2%
CCMI
2984
Creative Capital Management Investments
California
$1.13M – – –
CWM
2985
CarsonAllaria Wealth Management
Illinois
$1.13M -$21.3K -47 -2%
SPWG
2986
Syntegra Private Wealth Group
Missouri
$1.12M -$90.7K -200 -7%
CP
2987
Canopy Partners
Ohio
$1.12M +$57.1K +126 +5%
HCP
2988
Hexagon Capital Partners
Arkansas
$1.12M +$25.4K +56 +2%
CFG
2989
CMC Financial Group
Georgia
$1.12M -$42.6K -94 -4%
BSHC
2990
Breed's Hill Capital
Massachusetts
$1.12M +$675K +1,489 +153%
HIS
2991
Harvest Investment Services
Illinois
$1.12M +$509K +1,124 +84%
KIC
2992
Kensington Investment Counsel
California
$1.12M -$11.3K -25 -1%
4A
2993
4Wealth Advisors
Illinois
$1.11M +$1.11M +2,441 New
TWM
2994
Topsail Wealth Management
North Carolina
$1.1M +$1.1M +2,436 New
KSB
2995
Kennebec Savings Bank
Maine
$1.1M -$12.9K -29 -1%
SPAS
2996
Spectrum Planning & Advisory Services
California
$1.1M – – –
ABTD
2997
Arvest Bank Trust Division
Oklahoma
$1.1M +$712K +1,571 +183%
SF
2998
Safeguard Financial
Wisconsin
$1.1M -$2.72K -6 -0.2%
SA
2999
Sunesis Advisors
Kansas
$1.1M – – –
W
3000
Wealthquest
Ohio
$1.1M -$27.7K -61 -2%
118 119
120
121 122