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 %
PNAA
926
Pictet North America Advisors
Switzerland
$14.8M +$1.77M +3,910 +14%
CCA
927
Cooper Capital Advisors
California
$14.8M +$14.8M +32,557 New
LFAS
928
Level Four Advisory Services
Texas
$14.7M +$180K +398 +1%
CPA
929
Court Place Advisors
Maryland
$14.7M -$480K -1,059 -3%
RL
930
Ruffer LLP
United Kingdom
$14.7M -$453K -1,000 -3%
IVP
931
Intrinsic Value Partners
Arizona
$14.6M -$254K -560 -2%
LNB
932
Ledyard National Bank
$14.6M -$515K -1,136 -3%
AG
933
AlTi Global
New York
$14.5M -$766K -1,676 -5%
PF
934
Phoenix Financial
Israel
$14.5M +$1.05M +2,327 +8%
OFS
935
OneAscent Financial Services
Alabama
$14.5M +$8.77M +19,341 +153%
MYAM
936
Meiji Yasuda Asset Management
Japan
$14.5M +$393K +868 +3%
WW
937
Waterfront Wealth
Kansas
$14.5M +$47.1K +104 +0.3%
WIC
938
Woodmont Investment Counsel
Tennessee
$14.4M +$114K +251 +0.8%
AFG
939
Atomi Financial Group
New York
$14.4M +$657K +1,449 +5%
KLI
940
Kelman-Lazarov Inc
Tennessee
$14.4M -$791K -1,744 -5%
TGAM
941
TBH Global Asset Management
Tennessee
$14.4M -$494K -1,089 -3%
AC
942
AlphaCore Capital
California
$14.4M +$4.66M +10,271 +48%
BCFD
943
Boit C.F. David
$14.3M -$45.3K -100 -0.3%
ECM
944
Exchange Capital Management
Michigan
$14.3M -$2.32M -5,115 -14%
FTWA
945
Fifth Third Wealth Advisors
Ohio
$14.3M +$1.77M +3,900 +14%
KFP
946
KMG Fiduciary Partners
Ohio
$14.3M +$296K +652 +2%
PCM
947
Palisade Capital Management
New Jersey
$14.3M -$150K -331 -1%
WRM
948
Weybosset Research & Management
Rhode Island
$14.2M -$206K -455 -1%
EGM
949
Engineers Gate Manager
New York
$14.2M +$10.1M +22,265 +248%
NC
950
Naman Capital
Brazil
$14.1M – – –
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