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 %
GIA
951
Gladstone Institutional Advisory
Florida
$14.1M -$167K -368 -1%
WCF
952
West Coast Financial
California
$14.1M +$34K +75 +0.2%
GAM
953
Groupama Asset Management
France
$14.1M +$14.1M +31,117 New
SW
954
SlateStone Wealth
Florida
$14M +$535K +1,180 +4%
CMP
955
Coston McIsaac & Partners
Maine
$14M -$383K -846 -3%
CF
956
Clarity Financial
Texas
$14M +$180K +398 +1%
OBGC
957
O'Brien Greene & Co
Pennsylvania
$14M -$316K -697 -2%
LA
958
Lakeside Advisors
Washington
$14M -$90.7K -200 -0.6%
SIM
959
Studio Investment Management
Illinois
$14M -$194K -427 -1%
FFG
960
Frisch Financial Group
New York
$14M -$82K -181 -0.6%
PA
961
PFG Advisors
Arizona
$13.9M +$949K +2,093 +7%
PM
962
Phraction Management
Connecticut
$13.8M -$257K -568 -2%
MG
963
Mather Group
Illinois
$13.8M -$120K -265 -0.9%
UH
964
Unigestion Holding
Switzerland
$13.8M -$4.58M -10,105 -25%
LOAMS
965
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.8M +$936K +2,066 +7%
FVWA
966
Foster Victor Wealth Advisors
South Carolina
$13.8M +$392K +838 +3%
CLA
967
Carnegie Lake Advisors
New Jersey
$13.8M -$204K -450 -1%
MAS
968
Meeder Advisory Services
Ohio
$13.8M +$449K +991 +3%
CFO
969
Callan Family Office
Pennsylvania
$13.7M +$8.84M +19,497 +180%
LFG
970
Larson Financial Group
Missouri
$13.7M +$1.99M +4,389 +17%
SVCP
971
Silicon Valley Capital Partners
California
$13.7M +$1.06M +2,347 +8%
EGA
972
Eagle Global Advisors
Texas
$13.7M -$26.7K -59 -0.2%
DFG
973
Delta Financial Group
New Jersey
$13.7M +$57.6K +127 +0.4%
JFGIW
974
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.6M -$561K -1,198 -4%
KFA
975
Kelleher Financial Advisors
New York
$13.6M +$9.52K +21 +0.1%
37 38
39
40 41