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 %
NIM
501
NEOS Investment Management
Connecticut
$43.5M +$8.73M +19,269 +25%
NPF
502
Norris Perne & French
Michigan
$43.5M -$17.1M -37,694 -28%
RFC
503
Regions Financial Corp
Alabama
$43.4M +$1.55M +3,409 +4%
MGIA
504
Matthew Goff Investment Advisor
Texas
$43.4M -$91.1K -201 -0.2%
GJCM
505
Grand Jean Capital Management
California
$43.2M -$178K -393 -0.4%
LC
506
Lincoln Capital
Nebraska
$43M -$170K -376 -0.4%
CBUSF
507
Construction & Building Unions Superannuation Fund
Australia
$42.4M +$1.13M +2,500 +3%
SSB
508
Sandy Spring Bank
Maryland
$42.3M +$843K +1,859 +2%
IAA
509
Independent Advisor Alliance
North Carolina
$42.2M +$5.91M +13,032 +16%
BF
510
BOK Financial
Oklahoma
$42M +$256K +579 +0.6%
LGF
511
LGT Group Foundation
Liechtenstein
$41.9M +$3.75M +8,282 +10%
WWM
512
Western Wealth Management
Colorado
$41.8M -$2.18M -4,814 -5%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$41.6M +$7.13M +15,729 +21%
ABC
514
Associated Banc-Corp
Wisconsin
$41.4M -$1.5M -3,320 -4%
WPW
515
Waldron Private Wealth
Pennsylvania
$41.4M +$20.6M +45,544 +100%
WSFS
516
Wilmington Savings Fund Society
Delaware
$41.2M +$744K +1,641 +2%
MVIP
517
Mar Vista Investment Partners
California
$41.2M -$2.82M -6,217 -6%
Lazard Asset Management
518
Lazard Asset Management
New York
$41.1M -$6.01M -13,266 -13%
FBB
519
Fulton Breakefield Broenniman
Maryland
$40.8M +$234K +517 +0.6%
SFS
520
Solitude Financial Services
Virginia
$40.8M -$219K -483 -0.5%
WKSWA
521
White Knight Strategic Wealth Advisors
New Jersey
$40.4M +$20.2M +44,624 +100%
FSCM
522
Front Street Capital Management
Montana
$40.4M -$1.08M -2,373 -3%
GPCM
523
Greenbrier Partners Capital Management
Texas
$40.3M – – –
AFA
524
American Financial Advisors
Georgia
$40.1M -$474K -1,046 -1%
SL
525
Summitry LLC
California
$39.8M -$27.2M -59,950 -41%
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