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 %
WCM
801
Weik Capital Management
Pennsylvania
$20.2M +$507K +1,118 +3%
EF
802
Empowered Funds
Pennsylvania
$20.1M +$3.4M +7,505 +20%
BCM
803
Brookstone Capital Management
Illinois
$20.1M +$229K +506 +1%
PCM
804
Prana Capital Management
Connecticut
$20.1M +$20.1M +44,369 New
VDBMI
805
Van Den Berg Management I
Texas
$20M -$861K -1,899 -4%
SW
806
SVB Wealth
Massachusetts
$20M +$20M +44,127 New
BFS
807
Bard Financial Services
Connecticut
$20M -$306K -675 -2%
RCAG
808
Rehmann Capital Advisory Group
Michigan
$20M +$5.26M +11,606 +36%
VW
809
Vantage Wealth
California
$19.9M -$199K -439 -1%
TA
810
Townsend & Associates
Colorado
$19.9M +$243K +519 +1%
BCM
811
Banyan Capital Management
Georgia
$19.8M -$461K -1,016 -2%
MWM
812
Modern Wealth Management
Kansas
$19.8M +$2.06M +4,537 +12%
HKAM
813
Horizon Kinetics Asset Management
New York
$19.8M -$625K -1,378 -3%
IIM
814
INTECH Investment Management
Florida
$19.7M -$10.9M -24,089 -36%
FFA
815
Farther Finance Advisors
California
$19.7M +$2.38M +5,250 +14%
WDL
816
Well Done LLC
Michigan
$19.6M – – –
JAM
817
Jupiter Asset Management
United Kingdom
$19.6M -$11.2M -24,813 -36%
AC
818
Aldebaran Capital
Indiana
$19.6M -$393K -867 -2%
TVAMP
819
Tennessee Valley Asset Management Partners
Tennessee
$19.5M +$1.77M +3,898 +10%
CRC
820
Curi RMB Capital
Illinois
$19.5M +$11.4M +25,201 +142%
TW
821
Trajan Wealth
Arizona
$19.4M +$1.87M +4,123 +11%
CIM
822
Coleford Investment Management
Canada
$19.3M +$19.3M +42,576 New
TWM
823
TLW Wealth Management
Florida
$19.3M -$106K -233 -0.5%
PS
824
Principal Securities
Iowa
$19.2M +$1.32M +2,921 +7%
HTC
825
Haverford Trust Company
Pennsylvania
$19.2M -$36.7K -81 -0.2%
31 32
33
34 35