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 %
BSA
576
Braun Stacey Associates
New York
$34.6M -$392K -865 -1%
MCM
577
Mill Capital Management
North Carolina
$34.5M -$2.94M -6,482 -8%
SIM
578
Sprucegrove Investment Management
Ontario, Canada
$34.4M – – –
AMCA
579
Arthur M. Cohen & Associates
Illinois
$34.3M -$225K -497 -0.7%
RT
580
Rockland Trust
Massachusetts
$34.3M +$306K +675 +0.9%
CGF
581
Constant Guidance Financial
Massachusetts
$34.2M -$2.31M -5,089 -6%
YIA
582
YHB Investment Advisors
Connecticut
$34.2M +$136K +300 +0.4%
OAC
583
OMERS Administration Corp
Ontario, Canada
$34.2M -$903K -1,992 -3%
WP
584
WealthPLAN Partners
Nebraska
$34.1M -$1.61M -3,552 -5%
WPIC
585
White Pine Investment Company
Michigan
$34M -$508K -1,120 -1%
EFA
586
Evernest Financial Advisors
Indiana
$34M +$12.7K +28 +0%
PWC
587
PYA Waltman Capital
Tennessee
$33.9M -$116K -257 -0.3%
KCM
588
Kanawha Capital Management
Virginia
$33.8M +$108K +239 +0.3%
DOA
589
D'Orazio & Associates
Virginia
$33.8M -$271K -597 -0.8%
LWCA
590
Locust Wood Capital Advisers
New York
$33.8M -$7.98M -17,615 -19%
LKIM
591
Lawson Kroeker Investment Management
Nebraska
$33.7M -$141K -311 -0.4%
HCM
592
Hutchinson Capital Management
California
$33.7M -$76.6K -169 -0.2%
EDRH
593
Edmond de Rothschild Holding
Switzerland
$33.4M +$804K +1,773 +2%
MMA
594
Miracle Mile Advisors
California
$33.3M +$22.6M +49,851 +210%
CP
595
CenterBook Partners
Connecticut
$33.1M +$6.21M +13,706 +23%
BIP
596
Brandes Investment Partners
California
$33M +$1.05M +2,325 +3%
MWM
597
Meridian Wealth Management
Kentucky
$32.9M +$210K +463 +0.6%
CAMG
598
CWA Asset Management Group
Florida
$32.9M -$8.16K -18 -0%
DWM
599
Dakota Wealth Management
Florida
$32.8M -$912K -2,012 -3%
AI
600
Atria Investments
North Carolina
$32.8M -$712K -1,571 -2%
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