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 %
HCM
1126
Howard Capital Management
Georgia
$10.5M +$570K +1,257 +6%
WKWM
1127
Walter & Keenan Wealth Management
Indiana
$10.5M +$15.9K +35 +0.2%
CWM
1128
Chronos Wealth Management
Florida
$10.5M +$134K +295 +1%
CTA
1129
Colonial Trust Advisors
South Carolina
$10.5M -$37.2K -82 -0.4%
FCP
1130
Fidelis Capital Partners
Florida
$10.5M +$1.27M +2,725 +14%
DCM
1131
Donaldson Capital Management
Indiana
$10.4M +$461K +1,018 +5%
DIM
1132
Delta Investment Management
California
$10.4M +$506K +1,116 +5%
FIB
1133
First Interstate Bank
Montana
$10.3M -$315K -696 -3%
FB
1134
Fulton Bank
Pennsylvania
$10.3M -$686K -1,514 -6%
IHL
1135
Investment House LLC
California
$10.3M +$1.83M +4,048 +22%
PWP
1136
Principle Wealth Partners
Connecticut
$10.3M -$1.36K -3 -0%
IB
1137
Intrust Bank
Kansas
$10.3M +$172K +379 +2%
CCWA
1138
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.3M +$453 +1 +0%
MIM
1139
Martin Investment Management
Florida
$10.3M -$1.65M -3,637 -14%
BBP
1140
Banco BTG Pactual
Brazil
$10.2M +$5.66M +12,537 +123%
SIM
1141
Seaview Investment Managers
Florida
$10.2M +$87.5K +193 +0.9%
CIM
1142
Corda Investment Management
Texas
$10.2M -$175K -386 -2%
OFG
1143
Oxford Financial Group
Indiana
$10.2M -$3.07M -6,767 -23%
SB
1144
Simmons Bank
Arkansas
$10.2M -$271K -597 -3%
GI
1145
GAMMA Investing
California
$10.2M +$870K +1,919 +9%
CWG
1146
Cornerstone Wealth Group
North Carolina
$10.2M +$139K +306 +1%
MFG
1147
Mendota Financial Group
Wisconsin
$10.1M -$8.86M -19,555 -47%
SIG
1148
Sargent Investment Group
Maryland
$10.1M +$715K +1,611 +8%
QCG
1149
Quadrant Capital Group
Ohio
$10.1M -$15.4K -34 -0.2%
GL
1150
Graypoint LLC
New York
$10.1M +$54.4K +120 +0.5%
44 45
46
47 48