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 %
CC
701
Chicago Capital
Illinois
$25.2M +$472K +1,041 +2%
NL
702
NWAM LLC
Washington
$25.2M -$3.54M -7,807 -12%
RSWM
703
Robertson Stephens Wealth Management
California
$25.1M +$2.67M +5,887 +12%
BC
704
Burney Company
Virginia
$25.1M +$2.42M +5,333 +11%
EP
705
Elkhorn Partners
Nebraska
$25M – – –
FG
706
Fiduciary Group
Georgia
$24.9M -$213K -469 -0.8%
BWFA
707
Baltimore-Washington Financial Advisors
Maryland
$24.9M +$1.2M +2,637 +5%
SI
708
Sprott Inc
Ontario, Canada
$24.8M -$10.5M -23,080 -30%
WIM
709
WealthPlan Investment Management
Nebraska
$24.7M +$635K +1,400 +3%
BFG
710
Bleakley Financial Group
New Jersey
$24.7M +$747K +1,647 +3%
AIM
711
Avity Investment Management
Connecticut
$24.6M -$51.7K -114 -0.2%
KOCAA
712
Knights of Columbus Asset Advisors
Connecticut
$24.6M +$330K +727 +1%
NCM
713
Novare Capital Management
North Carolina
$24.6M -$231K -510 -0.9%
BRWA
714
B. Riley Wealth Advisors
Florida
$24.4M -$2.9M -6,394 -11%
FA
715
Fiduciary Alliance
South Carolina
$24.3M +$2M +4,413 +9%
RCM
716
RMR Capital Management
California
$24.3M -$219K -483 -0.9%
GIA
717
GHP Investment Advisors
Colorado
$24.2M +$204K +451 +0.9%
VA
718
Valmark Advisers
Ohio
$24.2M +$408K +900 +2%
ACM
719
Alta Capital Management
Utah
$24.2M +$24.2M +53,466 New
TC
720
Truvestments Capital
Florida
$24.2M +$287K +633 +1%
JWCA
721
J.W. Cole Advisors
Florida
$24.2M -$356K -785 -1%
P3I
722
Progeny 3 Inc
Washington
$24.1M – – –
SCM
723
Shelton Capital Management
Colorado
$24.1M +$2.22M +4,906 +10%
Connor, Clark & Lunn Investment Management (CC&L)
724
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$24.1M -$7.85M -17,323 -25%
HPCM
725
Hunter Perkins Capital Management
Illinois
$24.1M -$772K -1,704 -3%
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