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 %
MSU
326
Mizuho Securities USA
New York
$78.7M +$24.9M +54,940 +46%
SMDAM
327
Sumitomo Mitsui DS Asset Management
Japan
$78.3M +$4.52M +9,966 +6%
Pacer Advisors
328
Pacer Advisors
Pennsylvania
$77.2M +$9.69M +21,370 +14%
ZIG
329
Zurich Insurance Group
Switzerland
$77.2M -$53M -116,864 -41%
VPIM
330
Vanguard Personalized Indexing Management
California
$77.1M +$5.39M +11,902 +8%
IGGA
331
Iron Gate Global Advisors
Utah
$76.9M +$719K +1,587 +0.9%
CF
332
Canoe Financial
Alberta, Canada
$76.6M -$180K -397 -0.2%
Wealthfront Advisers
333
Wealthfront Advisers
California
$76.5M +$5.89M +12,990 +8%
MIM
334
Miller Investment Management
Pennsylvania
$76.2M -$388K -855 -0.5%
JCM
335
Jacobi Capital Management
Pennsylvania
$75.9M -$37.2K -82 -0%
MAA
336
Mraz Amerine & Associates
California
$75.4M -$1.03M -2,272 -1%
WA
337
Waverly Advisors
Alabama
$75.3M +$2.55M +5,619 +3%
SCI
338
S&CO Inc
Massachusetts
$75.1M – – –
IC
339
IEQ Capital
California
$73.9M +$5.11M +11,277 +7%
CIC
340
Carnegie Investment Counsel
Ohio
$73.9M -$1.24M -2,734 -2%
BAMF
341
BI Asset Management Fondsmaeglerselskab
Denmark
$73.5M +$73.5M +162,210 New
WHG
342
Westwood Holdings Group
Texas
$73.5M -$345K -761 -0.5%
NAM
343
Nissay Asset Management
Japan
$72.8M -$45.7K -100 -0.1%
CPIG
344
Chicago Partners Investment Group
Illinois
$72.7M -$2.57M -5,682 -3%
MIM
345
Manitou Investment Management
Ontario, Canada
$72.7M +$66.2K +146 +0.1%
PMG
346
Private Management Group
California
$72.5M -$4.32M -9,531 -6%
ACM
347
Advisors Capital Management
New Jersey
$72.1M +$1.85M +4,071 +3%
BPWM
348
Badgley Phelps Wealth Managers
Washington
$72.1M +$158K +349 +0.2%
SSM
349
Sound Shore Management
Connecticut
$72M +$12.6M +27,698 +21%
Macquarie Group
350
Macquarie Group
Australia
$71.9M -$17M -54,302 -19%
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