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 %
LI
626
LMCG Investments
Massachusetts
$30.2M +$143K +316 +0.5%
FNT
627
First National Trust
Pennsylvania
$30.1M +$1.18M +2,597 +4%
GI
628
Gradient Investments
Minnesota
$30.1M +$1.44M +3,185 +5%
SNB
629
Security National Bank
Nebraska
$29.8M -$146K -321 -0.5%
PC
630
Pecaut & Co
Iowa
$29.7M -$244K -539 -0.8%
AL
631
Aspiriant LLC
California
$29.7M +$271K +598 +0.9%
CCB
632
Country Club Bank
Missouri
$29.6M -$378K -837 -1%
CIA
633
Choate Investment Advisors
Massachusetts
$29.6M +$1.02M +2,394 +4%
IMCOOI
634
Investment Management Corp of Ontario (IMCO)
Canada
$29.6M +$8.35M +18,432 +39%
ANBT
635
American National Bank & Trust
Texas
$29.5M +$694K +1,532 +2%
FWCM
636
Ferguson Wellman Capital Management
Oregon
$29.5M +$1.22M +2,681 +4%
PMG
637
ProVise Management Group
Florida
$29.5M -$373K -823 -1%
ZIG
638
Zuckerman Investment Group
Illinois
$29.5M +$320K +689 +1%
GF
639
Gabelli Funds
New York
$29.4M -$295K -650 -1%
PP
640
Prospector Partners
Connecticut
$29.4M -$6.12M -13,500 -17%
BCM
641
Becker Capital Management
Oregon
$29.4M +$79.8K +176 +0.3%
RIL
642
Rothschild Investment LLC
Illinois
$29.4M +$1.81K +4 +0%
FFM
643
Fisher Funds Management
New Zealand
$29.3M +$29.3M +64,785 New
NAAA
644
New Age Alpha Advisors
New York
$29.3M +$28.7M +63,273 +4,701%
SC
645
Sapient Capital
Indiana
$29.3M +$2.36M +5,212 +9%
MA
646
Menlo Advisors
California
$29.2M -$141K -310 -0.5%
SC
647
Steginsky Capital
New York
$29M +$347K +765 +1%
CWM
648
Congress Wealth Management
Massachusetts
$28.9M -$9.83M -21,681 -25%
WANY
649
Wealthspire Advisors (New York)
New York
$28.8M +$1.44M +3,187 +5%
TSW
650
Thompson Siegel & Walmsley
Virginia
$28.8M +$10.9K +24 +0%
24 25
26
27 28