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 %
DWP
776
Daymark Wealth Partners
Ohio
$21.5M -$699K -1,541 -3%
Man Group
777
Man Group
United Kingdom
$21.5M -$3.56M -7,843 -14%
MFWM
778
Motley Fool Wealth Management
Virginia
$21.5M -$487K -1,077 -2%
FNBT
779
FineMark National Bank & Trust
Florida
$21.4M +$311K +686 +1%
FPAS
780
Focus Partners Advisor Solutions
Missouri
$21.4M +$755K +1,666 +4%
CL
781
CIM LLC
New York
$21.4M +$24K +53 +0.1%
Capstone Investment Advisors
782
Capstone Investment Advisors
New York
$21.3M +$13.8M +30,482 +184%
AM
783
Account Management
Massachusetts
$21.3M -$499K -1,100 -2%
CA
784
Cornerstone Advisory
Maryland
$21.2M +$581K +1,211 +3%
WFG
785
Wills Financial Group
Virginia
$21.2M -$190K -420 -0.9%
WIA
786
World Investment Advisors
California
$21.1M +$4.5M +9,921 +27%
KWM
787
Kingsview Wealth Management
Oregon
$21.1M -$5.48M -12,080 -21%
CW
788
CreativeOne Wealth
Kansas
$21.1M +$7.4M +16,328 +54%
PHS
789
Pekin Hardy Strauss
Illinois
$21M -$367K -809 -2%
PNC
790
Park National Corp
Ohio
$20.9M +$1.18M +2,603 +6%
Two Sigma Advisers
791
Two Sigma Advisers
New York
$20.9M +$17.7M +39,000 +549%
HTIM
792
Harbour Trust & Investment Management
Indiana
$20.8M -$63.5K -140 -0.3%
PP
793
Prudential plc
United Kingdom
$20.6M -$276K -609 -1%
LF
794
Longbow Finance
Switzerland
$20.5M +$973K +2,146 +5%
OL
795
one8zero8 LLC
North Carolina
$20.4M +$20.4M +45,092 New
WC
796
Whitney & Co
New York
$20.4M -$44.4K -98 -0.2%
BFP
797
Beacon Financial Planning
Massachusetts
$20.3M -$188K -414 -0.9%
RCM
798
RB Capital Management
Nevada
$20.3M +$221K +487 +1%
FNBOO
799
First National Bank of Omaha
Nebraska
$20.2M -$985K -2,173 -5%
WWA
800
WCG Wealth Advisors
Nevada
$20.2M +$683K +1,506 +3%
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