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 %
DBG
651
De Burlo Group
Massachusetts
$28.6M -$12.1M -26,800 -30%
PAS
652
Professional Advisory Services
Florida
$28.5M -$699K -1,542 -2%
SRC
653
Shufro Rose & Co
New York
$28.4M -$497K -1,097 -2%
AAS
654
Ameritas Advisory Services
Nebraska
$28.3M +$12.9M +28,429 +83%
FI
655
FJ Investments
Utah
$28.2M – – –
SC
656
Savant Capital
Illinois
$28.2M +$1.22M +2,696 +5%
HIA
657
Harbor Investment Advisory
Maryland
$27.8M +$982K +8,175 +4%
PCM
658
Poehling Capital Management
Wisconsin
$27.8M -$4.08K -9 -0%
BFO
659
Boston Family Office
Massachusetts
$27.7M -$34.9K -77 -0.1%
CFG
660
Citizens Financial Group
Rhode Island
$27.7M +$1.36M +3,008 +5%
FFN
661
Focus Financial Network
Minnesota
$27.6M +$1.33M +2,941 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
662
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.6M -$1.81M -3,985 -6%
CA
663
Callahan Advisors
Texas
$27.5M +$442K +976 +2%
ASN
664
Advisory Services Network
Georgia
$27.4M +$1.11M +2,456 +4%
PAS
665
Park Avenue Securities
New York
$27.2M +$2.88M +6,361 +12%
SAM
666
Shell Asset Management
Netherlands
$27.2M +$2.39M +5,269 +10%
CG
667
Caprock Group
Idaho
$27.2M +$282K +623 +1%
HC
668
Hendley & Co
Ohio
$27.1M +$106K +234 +0.4%
CIA
669
Concurrent Investment Advisors
Florida
$27.1M +$2.67M +5,891 +11%
CAM
670
Carret Asset Management
New York
$27M -$14.5K -32 -0.1%
YL
671
YCG LLC
Texas
$27M – – –
SN
672
Sittner & Nelson
Oregon
$27M +$225K +496 +0.8%
SPC
673
Sigma Planning Corp
Michigan
$26.6M -$1.67M -3,679 -6%
CWM
674
Cabot Wealth Management
Massachusetts
$26.5M -$308K -680 -1%
PWM
675
Perigon Wealth Management
California
$26.4M -$83.3K -180 -0.3%
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