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 %
AWM
401
Avior Wealth Management
Nebraska
$57.4M +$1.49M +3,279 +3%
WIM
402
Wittenberg Investment Management
Massachusetts
$57.3M -$8.65M -19,075 -13%
IMRF
403
Illinois Municipal Retirement Fund
Illinois
$57.3M +$515K +1,136 +0.9%
GCM
404
GoodHaven Capital Management
New Jersey
$57.2M +$34K +75 +0.1%
KRS
405
Kentucky Retirement Systems
Kentucky
$57.1M -$786K -1,734 -1%
WF
406
Welch & Forbes
Massachusetts
$56.4M -$2.11M -4,665 -4%
TCOV
407
Trust Company of Vermont
Vermont
$55.8M +$838K +1,848 +2%
FT
408
Fiduciary Trust
Massachusetts
$55.8M +$35.8K +79 +0.1%
SFM
409
Stack Financial Management
Montana
$55.8M -$597K -1,316 -1%
HWA
410
Heritage Wealth Advisors
Virginia
$55.3M -$3.55M -7,822 -6%
TNB
411
Thomasville National Bank
Georgia
$55.3M +$453K +1,000 +0.8%
CAM
412
Close Asset Management
United Kingdom
$55.1M – – –
SDIC
413
South Dakota Investment Council
South Dakota
$55.1M – – –
PCIA
414
Prime Capital Investment Advisors
Kansas
$55M +$3.73M +8,220 +7%
AssetMark Inc
415
AssetMark Inc
California
$54.9M +$16.1M +35,557 +42%
PCH
416
Polar Capital Holdings
United Kingdom
$54.9M +$5.11M +11,270 +10%
AIM
417
Allen Investment Management
New York
$54.8M -$17.4M -38,334 -24%
EMPI
418
Elo Mutual Pension Insurance
Finland
$54.8M -$2.24M -4,934 -4%
LI
419
Lafayette Investments
Maryland
$54.6M -$938K -2,069 -2%
BB
420
Busey Bank
Illinois
$54.6M +$1.33M +2,940 +3%
Axa
421
Axa
France
$54.5M -$3.67M -8,096 -6%
CANY
422
Caxton Associates (New York)
New York
$54.4M +$54.4M +120,000 New
SDWIA
423
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$54.1M +$906K +1,998 +2%
DJSG
424
D.J. St. Germain
Massachusetts
$53.9M -$152K -336 -0.3%
SCTC
425
Sanibel Captiva Trust Company
Florida
$53.6M +$582K +1,285 +1%
15 16
17
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