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 %
MTC
1051
McDaniel Terry & Co
Texas
$11.8M – – –
MPI
1052
Mairs & Power Inc
Minnesota
$11.8M +$429K +946 +4%
SWC
1053
Spectrum Wealth Counsel
Indiana
$11.8M +$2.72K +6 +0%
LA
1054
Legacy Advisors
Pennsylvania
$11.8M +$727K +1,604 +7%
CAM
1055
Cypress Asset Management
Texas
$11.8M -$367K -790 -3%
RCM
1056
Rockbridge Capital Management
Virginia
$11.7M +$11.7M +25,862 New
MYIA
1057
Mount Yale Investment Advisors
Colorado
$11.7M +$5.23M +11,537 +81%
HSA
1058
HBK Sorce Advisory
Pennsylvania
$11.7M +$109K +241 +0.9%
LWL
1059
Leo Wealth LLC
Texas
$11.7M +$250K +552 +2%
CA
1060
Crewe Advisors
Utah
$11.6M -$92.9K -205 -0.8%
HAC
1061
Harbor Advisory Corp
New Hampshire
$11.6M -$145K -319 -1%
WAS
1062
Winch Advisory Services
Wisconsin
$11.6M -$140K -308 -1%
VM
1063
Venator Management
Pennsylvania
$11.6M -$80.7K -178 -0.7%
CI
1064
Canerector Inc
Ontario, Canada
$11.6M +$11.6M +25,500 New
WCM
1065
Winebrenner Capital Management
Kentucky
$11.5M +$11.5M +25,472 New
ZIM
1066
Zacks Investment Management
Illinois
$11.5M +$1.63M +3,591 +17%
ONSWM
1067
Old North State Wealth Management
North Carolina
$11.5M +$82.5K +182 +0.7%
TNBTD
1068
Trustmark National Bank Trust Department
Mississippi
$11.5M -$9.07K -20 -0.1%
LIM
1069
Leavell Investment Management
Alabama
$11.5M -$87.5K -193 -0.8%
IAN
1070
Integrated Advisors Network
Texas
$11.5M -$179K -394 -2%
TG
1071
TCW Group
California
$11.5M +$285K +629 +3%
KA
1072
Kovack Advisors
Florida
$11.5M +$270K +596 +2%
BCPWM
1073
Bradley & Co Private Wealth Management
Florida
$11.4M +$11.4M +25,251 New
HI
1074
Harbour Investments
Wisconsin
$11.4M +$1.19M +2,628 +12%
NEI
1075
Northwest & Ethical Investments
Ontario, Canada
$11.4M +$2.41M +5,326 +27%
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