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 %
APF
601
Alaska Permanent Fund
Alaska
$32.7M – – –
BPAMU
602
BTG Pactual Asset Management US
New York
$32.4M +$4.8M +10,595 +17%
CGH
603
Crossmark Global Holdings
Texas
$32.3M -$1.68M -3,699 -5%
DFA
604
DHK Financial Advisors
New Hampshire
$32.3M +$907 +2 +0%
SS
605
SBI Securities
Japan
$32.1M +$32.1M +9 New
Capital Fund Management (CFM)
606
Capital Fund Management (CFM)
France
$32.1M +$3.73M +8,237 +13%
UCB
607
United Community Bank
South Carolina
$32M -$662K -1,461 -2%
LFM
608
LGT Fund Management
Liechtenstein
$31.9M +$1.21M +2,660 +4%
LMIM
609
Lockheed Martin Investment Management
Maryland
$31.9M +$3.03M +6,674 +10%
WIM
610
Waverton Investment Management
United Kingdom
$31.8M -$3.06M -6,744 -9%
MIH
611
Meitav Investment House
Israel
$31.7M +$10.5M +23,149 +50%
S
612
SignatureFD
Georgia
$31.5M -$463K -1,022 -1%
NFG
613
Nations Financial Group
Iowa
$31.4M -$7.14M -15,744 -19%
SI
614
Stephens Inc
Arkansas
$31.4M -$1.22M -2,687 -4%
RC
615
RBO & Co
California
$31.3M -$61.2K -135 -0.2%
NPA
616
Nichols & Pratt Advisers
Massachusetts
$30.9M -$682K -1,505 -2%
PFP
617
Pinnacle Financial Partners
Tennessee
$30.7M -$2.68M -5,875 -8%
BMCM
618
Bryn Mawr Capital Management
Pennsylvania
$30.7M -$380K -839 -1%
JLBC
619
J.L. Bainbridge & Co
Florida
$30.6M -$1.06M -2,332 -3%
SBWIC
620
Schaper Benz & Wise Investment Counsel
Wisconsin
$30.5M +$386K +851 +1%
AWS
621
Arkfeld Wealth Strategies
Nebraska
$30.5M +$351K +790 +1%
LOPW
622
Live Oak Private Wealth
North Carolina
$30.5M -$2.06M -4,554 -6%
BEAM
623
Baker Ellis Asset Management
Washington
$30.5M +$53.5K +118 +0.2%
AFG
624
Albion Financial Group
Utah
$30.3M -$338K -745 -1%
LFRG
625
Lazard Frères Gestion
France
$30.2M +$3.32M +7,331 +12%
23 24
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