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 %
HIP
1101
HUB Investment Partners
Texas
$11M -$1.31M -2,887 -11%
CCM
1102
Carmel Capital Management
California
$11M -$2.27K -5 -0%
CCT
1103
Chemung Canal Trust
New York
$11M +$669K +1,475 +6%
NCM
1104
Northside Capital Management
Oregon
$11M – – –
P
1105
Pitcairn
Pennsylvania
$11M -$806K -1,779 -7%
AAM
1106
Auxier Asset Management
Oregon
$11M -$354K -781 -3%
MQWP
1107
Morey & Quinn Wealth Partners
Nebraska
$10.9M +$10.9M +24,100 New
IA
1108
IFG Advisory
Georgia
$10.9M -$168K -370 -2%
KAS
1109
Kemnay Advisory Services
New York
$10.9M -$2.38M -5,241 -18%
HI
1110
Hudock Inc
Pennsylvania
$10.9M -$275K -607 -2%
SAM
1111
Synergy Asset Management
Washington
$10.9M +$3.88M +8,601 +56%
CA
1112
Commerzbank Aktiengesellschaft
Germany
$10.8M +$1.04M +2,289 +11%
PGAM
1113
Princeton Global Asset Management
New Jersey
$10.8M +$42.6K +94 +0.4%
CCA
1114
Covey Capital Advisors
Georgia
$10.8M -$1.42M -3,123 -12%
VT
1115
Vise Technologies
New York
$10.8M +$2.6M +5,746 +32%
SWA
1116
SOA Wealth Advisors
New York
$10.8M +$15.4K +34 +0.1%
FMWA
1117
Forvis Mazars Wealth Advisors
Missouri
$10.7M -$104K -229 -1%
TWM
1118
Tradition Wealth Management
Minnesota
$10.7M -$291K -641 -3%
BSI
1119
Bennett Selby Investments
Maine
$10.7M +$51.2K +113 +0.5%
HTI
1120
Hikari Tsushin Inc
Japan
$10.7M – – –
MG
1121
McHugh Group
Ohio
$10.6M +$10.6M +23,473 New
AAIM
1122
Asset Advisors Investment Management
Georgia
$10.6M -$68.9K -152 -0.6%
TCA
1123
Transcend Capital Advisors
New Jersey
$10.6M -$661K -1,459 -6%
FLPIM
1124
F.L. Putnam Investment Management
Massachusetts
$10.6M -$695K -1,533 -6%
LSWM
1125
Lorne Steinberg Wealth Management
Canada
$10.5M +$64.4K +142 +0.6%
43 44
45
46 47