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 %
CAM
1001
Clio Asset Management
Virginia
$12.8M -$313K -691 -2%
MIC
1002
Means Investment Company
Maine
$12.8M -$107K -237 -0.8%
RBA
1003
Richard Bernstein Advisors
New York
$12.8M – – –
BI
1004
Beckerman Institutional
New Jersey
$12.8M +$84.3K +186 +0.7%
GMA
1005
Glassy Mountain Advisors
Maryland
$12.7M -$19.5K -43 -0.2%
B
1006
Bailard
California
$12.7M -$107K -237 -0.8%
AIP
1007
Ameritas Investment Partners
Nebraska
$12.6M -$763K -1,683 -6%
MA
1008
Montag & Associates
Georgia
$12.6M +$158K +348 +1%
WIC
1009
Wilkins Investment Counsel
Massachusetts
$12.6M -$28.1K -62 -0.2%
BFM
1010
Boston Financial Management
Massachusetts
$12.6M +$14.1K +31 +0.1%
SQA
1011
Simon Quick Advisors
New Jersey
$12.5M +$157K +347 +1%
MA
1012
Mezzasalma Advisors
New Jersey
$12.5M +$408K +900 +3%
OMC
1013
Overbrook Management Corp
New York
$12.5M -$1.39M -3,059 -10%
GFP
1014
Gryphon Financial Partners
Ohio
$12.5M -$44.9K -99 -0.4%
TCOK
1015
Trust Company of Kansas
Kansas
$12.5M -$101K -222 -0.8%
MSAM
1016
Moloney Securities Asset Management
Missouri
$12.5M -$520K -1,147 -4%
BHPW
1017
Beverly Hills Private Wealth
California
$12.5M +$680K +1,501 +6%
OWP
1018
ORG Wealth Partners
Texas
$12.5M -$49K -108 -0.4%
HH
1019
Hilltop Holdings
Texas
$12.5M +$611K +1,348 +5%
BAM
1020
Berkshire Asset Management
Pennsylvania
$12.5M -$499K -1,078 -4%
CA
1021
Cumberland Advisors
Florida
$12.4M +$485K +1,070 +4%
BBA
1022
Baader Bank Aktiengesellschaft
Germany
$12.4M -$1.84M -4,059 -13%
ST
1023
Smithfield Trust
Pennsylvania
$12.4M +$47.6K +105 +0.4%
VWA
1024
Visionary Wealth Advisors
Illinois
$12.4M +$421K +929 +4%
BCA
1025
Bay Colony Advisors
Massachusetts
$12.4M +$701K +1,546 +6%
39 40
41
42 43