BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

4,463 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, 1,707 increasing their positions, 1,550 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,463
Holders Change
+388
Holders Change %
+9.52%
% 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
1,707
Reduced
1,550
Closed
96
Calls
$10.3B
Puts
$6.2B
Net Calls
+$4.15B
Net Calls Change
-$192M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.1B
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7B
3
BCP
3
BSN Capital Partners
United Kingdom
$616M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$17.2B
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.87B

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$8.7M
2
IAIM
2
International Assets Investment Management
Florida
$8.84M
3
Gates Foundation Trust
3
Gates Foundation Trust
Washington
$8.91B
4
PFA
4
Pathway Financial Advisers
Indiana
$1.55M
5
Bank of America
5
Bank of America
North Carolina
$4.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
4451
Solstein Capital
California
$13.6K – – –
CJ
4452
Caitlin John
Michigan
$12.2K – – –
BCM
4453
Birch Capital Management
Texas
$11.3K -$3.17K -7 -22%
CI
4454
Clal Insurance
Israel
$9K +$9K +20 New
MCA
4455
Midwest Capital Advisors
Michigan
$8.16K +$8.16K +18 New
WA
4456
WestEnd Advisors
North Carolina
$7.71K +$1.36K +3 +21%
NS
4457
NBC Securities
Alabama
$4.94K -$5.43M -11,005 -100%
APM
4458
a16z Perennial Management
California
$4.53K – – –
LFASL
4459
Lugano Financial Advisors SA (LFA)
Switzerland
$4.53K – – –
CF
4460
Conquis Financial
California
$4.53K +$4.53K +10 New
FWM
4461
FLP Wealth Management
Arkansas
$1.81K +$1.81K +4 New
RJA
4462
Ross\Johnson & Associates
Minnesota
$1.81K +$1.81K +4 New
PEAK6
4463
PEAK6
Illinois
$1.53K +$1.53K +3 New
DI
4464
DRH Investments
California
$1.36K – – –
BHWM
4465
Bay Harbor Wealth Management
Maryland
$1.36K – – –
HIW
4466
Holos Integrated Wealth
Pennsylvania
$453 +$453 +1 New
WM
4467
WS Management
Florida
– -$153M -332,905 Closed
M&T Bank
4468
M&T Bank
New York
– -$138M -298,860 Closed
Barrow, Hanley, Mewhinney & Strauss
4469
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$125M -270,590 Closed
OP
4470
Oldfield Partners
United Kingdom
– -$38.9M -84,447 Closed
FTDI
4471
First Trust Direct Indexing
Massachusetts
– -$31.2M -67,877 Closed
ECM
4472
Element Capital Management
New York
– -$25.3M -55,000 Closed
WRBC
4473
W.R. Berkley Corp
Connecticut
– -$22.9M -49,700 Closed
CAM
4474
Columbia Asset Management
Michigan
– -$17.7M -38,506 Closed
STA
4475
Summit Trail Advisors
New York
– -$17.4M -37,865 Closed
177 178
179
180 181