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 %
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$45.7M -$495K -1,092 -1%
AA
477
Ancora Advisors
Ohio
$45.6M -$185K -408 -0.4%
FRM
478
Foundation Resource Management
Arkansas
$45.5M +$237K +522 +0.5%
TBC
479
Tweedy, Browne Co
Connecticut
$45.5M -$18.3M -40,440 -29%
SYBT
480
Stock Yards Bank & Trust
Kentucky
$45.4M -$2.12M -4,675 -4%
C
481
Consulta
United Kingdom
$45.3M – – –
MWM
482
Modera Wealth Management
New Jersey
$45.2M -$1.31M -2,887 -3%
SCM
483
Steadfast Capital Management
New York
$45.2M +$45.2M +99,739 New
BCI
484
Brinker Capital Investments
Pennsylvania
$45.1M +$2.24M +4,939 +5%
OPS
485
Orion Portfolio Solutions
Nebraska
$45.1M +$2.24M +4,939 +5%
AT
486
Avalon Trust
New Mexico
$45M +$495K +1,093 +1%
MFAM
487
Motley Fool Asset Management
Virginia
$45M +$5.6M +12,351 +14%
CIG
488
Cullen Investment Group
Louisiana
$44.9M -$256K -565 -0.6%
Parallax Volatility Advisers
489
Parallax Volatility Advisers
California
$44.9M -$22.5M -49,552 -33%
MSRPS
490
Maryland State Retirement & Pension System
Maryland
$44.8M -$2.9M -6,406 -6%
EWA
491
Exencial Wealth Advisors
Oklahoma
$44.8M -$689K -1,519 -2%
DK
492
DJE Kapital
Germany
$44.7M +$44.7M +99,039 New
LSERS
493
Louisiana State Employees Retirement System
Louisiana
$44.7M -$2.04M -4,500 -4%
SAM
494
Securian Asset Management
Minnesota
$44.7M -$1.27M -2,810 -3%
SSWM
495
Smith Salley Wealth Management
North Carolina
$44.4M +$390K +861 +0.9%
CA
496
CapWealth Advisors
Tennessee
$44M -$1.3M -2,869 -3%
ACG
497
Allen Capital Group
Nebraska
$44M +$835K +1,842 +2%
Envestnet Portfolio Solutions
498
Envestnet Portfolio Solutions
Illinois
$43.9M -$4.67M -10,307 -10%
RWP
499
RWA Wealth Partners
Massachusetts
$43.8M +$521K +1,150 +1%
TPCM
500
Templeton & Phillips Capital Management
Tennessee
$43.6M -$53.5K -118 -0.1%
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