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 %
WAP
1076
Wealthcare Advisory Partners
Pennsylvania
$11.4M -$244K -538 -2%
HWM
1077
HFR Wealth Management
New York
$11.4M -$193K -425 -2%
JIC
1078
Joel Isaacson & Co
New York
$11.4M +$69.8K +154 +0.6%
AT
1079
Arlington Trust
Alabama
$11.4M +$66.2K +146 +0.6%
BTI
1080
Blue Trust Inc
Georgia
$11.3M -$3.76M -8,302 -25%
JRP
1081
Jasper Ridge Partners
California
$11.3M – – –
BRCM
1082
Bright Rock Capital Management
Massachusetts
$11.3M – – –
VI
1083
Vestcor Inc
New Brunswick, Canada
$11.3M -$402K -887 -3%
ZF
1084
Zhang Financial
Michigan
$11.2M +$503K +1,109 +5%
PW
1085
Potentia Wealth
California
$11.2M +$11.2M +24,796 New
TAM
1086
Titleist Asset Management
Texas
$11.2M +$959K +2,116 +9%
AIMC
1087
Alley Investment Management Company
Illinois
$11.2M +$14.1K +31 +0.1%
ANTB
1088
AMG National Trust Bank
Colorado
$11.2M +$260K +552 +2%
AF
1089
Alerus Financial
North Dakota
$11.2M -$3.35M -7,401 -23%
IP
1090
Interval Partners
New York
$11.2M +$4M +8,834 +56%
LA
1091
LexAurum Advisors
Kansas
$11.2M +$281K +621 +3%
SWM
1092
SpringVest Wealth Management
Texas
$11.2M +$11.2M +24,626 New
HCM
1093
Harspring Capital Management
New York
$11.1M – – –
GAMC
1094
Garner Asset Management Corp
Texas
$11.1M +$2.72K +6 +0%
SFS
1095
Searcy Financial Services
Kansas
$11.1M -$113K -250 -1%
MA
1096
MONECO Advisors
Connecticut
$11.1M +$393K +868 +4%
HLCM
1097
Hi-Line Capital Management
South Dakota
$11.1M -$1.25M -2,751 -10%
IIC
1098
Ironwood Investment Counsel
Arizona
$11.1M -$278K -613 -2%
FHB
1099
First Hawaiian Bank
Hawaii
$11M -$1.87M -4,124 -14%
IFLIT
1100
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$11M -$1.52M -3,355 -12%
42 43
44
45 46