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 %
BBI
376
Baxter Bros Inc
Connecticut
$64.6M -$1.04M -2,288 -2%
AWS
377
Atria Wealth Solutions
New York
$64.6M -$5.73M -12,636 -8%
Skandinaviska Enskilda Banken (SEB)
378
Skandinaviska Enskilda Banken (SEB)
Sweden
$64.4M +$4.89M +10,800 +8%
FCMC
379
Founders Capital Management (Connecticut)
Connecticut
$64.4M -$189K -417 -0.3%
TC
380
TwinBeech Capital
New York
$64.2M +$44.8M +98,933 +232%
AZ
381
Aquamarine Zurich
Switzerland
$63.7M – – –
CAI
382
Capital Advisors Inc
Oklahoma
$63.6M +$4.7M +10,370 +8%
GT
383
Greenleaf Trust
Michigan
$63.4M -$407K -897 -0.6%
NIM
384
Northeast Investment Management
Massachusetts
$63M -$369K -814 -0.6%
SBH
385
Segall Bryant & Hamill
Illinois
$62.8M -$755K -1,666 -1%
CIC
386
Chilton Investment Company
Connecticut
$62.6M +$2.65M +5,846 +4%
LAM
387
Lountzis Asset Management
Pennsylvania
$62.4M -$721K -1,591 -1%
DP
388
DDD Partners
Washington
$61.7M -$8.84M -19,505 -13%
CFB
389
Cullen/Frost Bankers
Texas
$61.7M -$13.2M -29,152 -18%
TRSOTSOK
390
Teachers Retirement System of the State of Kentucky
Kentucky
$61.6M -$1.1M -2,432 -2%
Vontobel Holding
391
Vontobel Holding
Switzerland
$61.5M -$2.97M -6,553 -5%
MJRIC
392
Mogy Joel R Investment Counsel
California
$61.5M -$417K -920 -0.7%
HWM
393
HB Wealth Management
Georgia
$61.4M +$2.59M +5,712 +4%
CCB
394
Cutter & Co Brokerage
Missouri
$61M -$265K -585 -0.4%
DZ Bank
395
DZ Bank
Germany
$60M +$16.5M +36,459 +38%
FFA
396
First Foundation Advisors
California
$59.9M -$1.08M -2,384 -2%
RRAM
397
River Road Asset Management
Kentucky
$59.4M -$14.3M -31,525 -19%
CA
398
Clearstead Advisors
Ohio
$58.9M -$463K -1,022 -0.8%
TRCT
399
Tower Research Capital (TRC)
New York
$58.2M +$35.3M +77,850 +154%
ECM
400
Elgethun Capital Management
South Dakota
$57.6M -$520K -1,148 -0.9%
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