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 %
SWP
551
Stratos Wealth Partners
Ohio
$37.3M +$2.14M +4,721 +6%
TYCC
552
Texas Yale Capital Corp
Florida
$37M -$216K -477 -0.6%
CLGM
553
Capitolis Liquid Global Markets
New York
$36.9M – – –
EBSAM
554
Eubel Brady & Suttman Asset Management
Ohio
$36.8M +$50.8K +112 +0.1%
GLLW
555
Graves Light Lenhart Wealth
Virginia
$36.8M -$51.2K -113 -0.1%
IWC
556
Integrated Wealth Concepts
Massachusetts
$36.4M +$7.2M +15,879 +25%
NAS
557
NWF Advisory Services
California
$36.3M +$36.3M +80,161 New
BTW
558
Boston Trust Walden
Massachusetts
$36.1M -$174K -383 -0.5%
RC
559
Reik & Co
New York
$36M -$286K -632 -0.8%
RDWM
560
Red Door Wealth Management
Tennessee
$36M +$1.01M +2,222 +3%
CC
561
Cadinha & Co
Hawaii
$35.9M +$169K +373 +0.5%
BBVA
562
Banco Bilbao Vizcaya Argentaria
Spain
$35.8M +$35.8M +78,559 New
GAM
563
Gotham Asset Management
New York
$35.7M +$175K +386 +0.5%
SWA
564
Strata Wealth Advisors
Texas
$35.6M -$665K -1,468 -2%
MAM
565
Magellan Asset Management
Australia
$35.4M +$2.8M +6,167 +9%
FCBT
566
First Citizens Bank & Trust
North Carolina
$35.4M -$4.84M -10,671 -12%
MGP
567
Metis Global Partners
California
$35.4M +$1.28M +2,830 +4%
WIC
568
Whitegate Investment Counselors
New Hampshire
$35.2M -$755K -1,666 -2%
PA
569
Parallel Advisors
California
$35.1M +$189K +418 +0.5%
NB
570
Norinchukin Bank
Japan
$35.1M +$2.11M +4,648 +6%
GT
571
Glenview Trust
Kentucky
$35M +$3.16M +6,977 +10%
AWM
572
Apollon Wealth Management
South Carolina
$35M +$6.65M +14,667 +23%
BPCE
573
Bank Pictet & Cie (Europe)
Germany
$34.9M -$670K -1,479 -2%
PPA
574
Painted Porch Advisors
California
$34.7M +$1.59M +3,507 +5%
DWM
575
Destination Wealth Management
California
$34.7M -$206K -454 -0.6%
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