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 %
CIA
451
Citadel Investment Advisory
Ohio
$49.6M +$153K +338 +0.3%
NCM
452
Nearwater Capital Markets
Ireland
$49.5M +$49.5M +109,302 New
NFGCM
453
Norman Fields Gottscho Capital Management
New York
$49.4M -$650K -1,433 -1%
ERSOT
454
Employees Retirement System of Texas
Texas
$49.1M – – –
PA
455
Pinnacle Associates
New York
$49.1M -$1.06M -2,346 -2%
PTC
456
Philadelphia Trust Company
Pennsylvania
$48.9M -$592K -1,305 -1%
WTC
457
WhitTier Trust Company
Nevada
$48.8M +$1.23M +2,714 +3%
HIC
458
Harvey Investment Company
Kentucky
$48.8M -$671K -1,480 -1%
CL
459
Choreo LLC
Illinois
$48.6M +$899K +1,986 +2%
NCM
460
New Capital Management
Texas
$48.5M -$6.34M -13,997 -12%
PIC
461
Portland Investment Counsel
Ontario, Canada
$48.5M – – –
SC
462
SRB Corp
Massachusetts
$48.4M – – –
Nomura Holdings
463
Nomura Holdings
Japan
$48.3M +$37.5M +82,816 +349%
JWA
464
JFS Wealth Advisors
Pennsylvania
$48.3M -$459K -1,013 -0.9%
CK
465
Cohen Klingenstein
New York
$48M -$26.5M -58,505 -36%
BAM
466
Burgundy Asset Management
Ontario, Canada
$48M -$11.7M -25,722 -20%
P
467
&Partners
Tennessee
$48M +$27.1M +59,770 +130%
MIF
468
Mediolanum International Funds
Ireland
$47.5M +$25.6M +56,867 +118%
SC
469
Saybrook Capital
North Carolina
$47.1M +$286K +631 +0.6%
DC
470
Defender Capital
North Carolina
$47M +$2.02M +4,449 +4%
ICP
471
Ironvine Capital Partners
Nebraska
$47M -$3.17K -7 -0%
GIBU
472
Gulf International Bank (UK)
United Kingdom
$46.8M -$499K -1,101 -1%
AM
473
AGF Management
Ontario, Canada
$46.5M -$12.5M -27,553 -21%
GD
474
Grandfield & Dodd
New York
$46.5M +$114K +252 +0.2%
SWA
475
SFMG Wealth Advisors
Texas
$45.8M -$505K -1,114 -1%
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