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 %
NC
876
NovaPoint Capital
Georgia
$16.7M -$86.6K -191 -0.5%
VVP
877
Venture Visionary Partners
Ohio
$16.7M +$63.5K +140 +0.4%
HWM
878
Heirloom Wealth Management
Colorado
$16.6M +$1.1M +2,431 +7%
CFA
879
Cahill Financial Advisors
Minnesota
$16.6M -$2.14M -4,721 -11%
NB
880
NBT Bank
New York
$16.6M -$1.9M -4,188 -10%
FFA
881
Fragasso Financial Advisors
Pennsylvania
$16.6M -$1.31M -2,901 -7%
ECM
882
Evergreen Capital Management
Washington
$16.6M -$299K -660 -2%
HKIM
883
Hayek Kallen Investment Management
Alabama
$16.6M -$216K -477 -1%
BS
884
Banco Santander
Spain
$16.5M -$927K -2,046 -5%
PAIM
885
Punch & Associates Investment Management
Minnesota
$16.4M -$162K -358 -1%
FMTC
886
Farmers & Merchants Trust Company
California
$16.4M -$642K -1,417 -4%
SWM
887
Spire Wealth Management
Virginia
$16.3M -$1.19M -2,634 -7%
NIG
888
NFJ Investment Group
Texas
$16.2M +$4.43M +9,763 +37%
RP
889
Rice Partnership
Hawaii
$16.1M +$16.1M +35,599 New
BHWM
890
Bar Harbor Wealth Management
New Hampshire
$16.1M -$373K -822 -2%
OPCM
891
Osborne Partners Capital Management
California
$16.1M – – –
OCBCO
892
Oversea-Chinese Banking Corp (OCBC)
Singapore
$16M +$2.15M +4,732 +16%
EFS
893
Essex Financial Services
Connecticut
$15.9M +$166K +367 +1%
SCM
894
Steele Capital Management
Iowa
$15.9M -$16.3K -36 -0.1%
GRP
895
Global Retirement Partners
California
$15.9M +$746K +1,646 +5%
AL
896
Arnhold LLC
New York
$15.8M -$1.05M -2,309 -6%
LSAG
897
Lake Street Advisors Group
New Hampshire
$15.8M +$3.46M +7,639 +28%
MIS
898
Morningstar Investment Services
Illinois
$15.7M -$145M -320,802 -90%
HCM
899
Hutner Capital Management
Vermont
$15.7M +$1.29M +2,849 +9%
SIM
900
Stratos Investment Management
Ohio
$15.7M +$1.07M +2,359 +7%
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36
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