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
59.44%
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 %
OAM
301
Oppenheimer Asset Management
New York
$90M -$601K -1,326 -0.7%
Janus Henderson Group
302
Janus Henderson Group
United Kingdom
$89.4M +$6.94M +15,311 +8%
ATN
303
AMF Tjänstepension
Sweden
$89.1M +$12.4M +27,280 +16%
OC
304
Oppenheimer & Co
New York
$88.5M -$648K -1,429 -0.7%
WorldQuant Millennium Advisors
305
WorldQuant Millennium Advisors
New York
$87.6M -$5.73M -12,638 -6%
Lido Advisors
306
Lido Advisors
California
$87M +$7.52M +16,597 +9%
JIC
307
JRM Investment Counsel
Nebraska
$86.8M +$456K +1,007 +0.5%
HCM
308
Howland Capital Management
Massachusetts
$86.2M -$1.81M -3,989 -2%
ISL
309
Ingalls & Snyder LLC
New York
$85.6M -$1.71M -3,762 -2%
SAM
310
SP Asset Management
California
$85.6M -$134K -296 -0.2%
SPIA
311
Steward Partners Investment Advisory
New York
$83.9M +$339K +748 +0.4%
Citadel Advisors
312
Citadel Advisors
Florida
$83.1M +$20.2M +44,665 +32%
ACI
313
Alpha Cubed Investments
California
$82.5M +$1.17M +2,575 +1%
FCI
314
Financial Counselors Inc
Kansas
$82.3M +$901K +1,988 +1%
PWP
315
Perfromance Wealth Partners
Illinois
$82M +$804K +1,774 +1%
AAS
316
Avantax Advisory Services
Texas
$81.9M +$7.67M +16,927 +10%
IFS
317
Intelligent Financial Strategies
Minnesota
$81.7M -$541K -1,194 -0.7%
DAM
318
Davis Asset Management
California
$81.6M -$9.07M -20,000 -10%
FCIM
319
Fairview Capital Investment Management
California
$80.7M -$3.84M -8,481 -5%
SIC
320
Salem Investment Counselors
North Carolina
$80.4M +$94.3K +208 +0.1%
Public Employees Retirement Association of Colorado
321
Public Employees Retirement Association of Colorado
Colorado
$80.3M -$2.29M -5,056 -3%
AP
322
Archon Partners
New Jersey
$80.1M – – –
CSIC
323
Clifford Swan Investment Counsel
California
$79.4M -$1.63M -3,587 -2%
KPWS
324
Kestra Private Wealth Services
Texas
$79.2M +$114K +252 +0.1%
CPSAC
325
Chas P. Smith & Associates (CPS)
Florida
$79.2M -$1.3M -2,879 -2%
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