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 %
BFA
1151
Buttonwood Financial Advisors
Maryland
$10.1M -$199K -440 -2%
SIA
1152
SeaBridge Investment Advisors
New Jersey
$10.1M +$532K +1,173 +6%
LSV Asset Management
1153
LSV Asset Management
Illinois
$10.1M -$10.6M -23,320 -51%
TF
1154
Tompkins Financial
New York
$10.1M +$193K +426 +2%
TC
1155
TAGStone Capital
North Carolina
$10M +$9.97K +22 +0.1%
AAG
1156
Armstrong Advisory Group
Massachusetts
$10M +$498K +1,099 +5%
BCM
1157
Buckhead Capital Management
Georgia
$10M -$58K -128 -0.6%
FG
1158
Foster Group
Iowa
$9.98M +$1.45M +3,201 +17%
RCM
1159
Ridgepath Capital Management
Tennessee
$9.98M +$4.2M +9,264 +73%
MMPW
1160
Mitchell McLeod Pugh & Williams
Alabama
$9.97M +$1.31M +2,901 +15%
SGCA
1161
Steel Grove Capital Advisors
Tennessee
$9.97M -$700K -1,545 -7%
MIP
1162
Marietta Investment Partners
Wisconsin
$9.92M – – –
SGI
1163
Summit Global Investments
Utah
$9.92M +$609K +1,343 +7%
AFA
1164
Arlington Financial Advisors
California
$9.92M +$4.99K +11 +0.1%
LC
1165
Lindbrook Capital
California
$9.87M -$10.9K -24 -0.1%
FP
1166
FFG Partners
Florida
$9.85M +$186K +410 +2%
GIM
1167
Goelzer Investment Management
Indiana
$9.84M +$730K +1,611 +8%
RA
1168
Riverstone Advisors
Texas
$9.82M +$2.72K +6 +0%
BA
1169
Bristlecone Advisors
Washington
$9.82M -$38.1K -84 -0.4%
KTM
1170
Keeler Thomas Management
Utah
$9.81M -$46.2K -102 -0.5%
EM
1171
Excalibur Management
Massachusetts
$9.8M -$185K -409 -2%
SIA
1172
Schechter Investment Advisors
Michigan
$9.77M -$211K -466 -2%
RCA
1173
Resonant Capital Advisors
Wisconsin
$9.77M +$15.9K +35 +0.2%
MCCA
1174
Mill Creek Capital Advisors
Pennsylvania
$9.75M -$241K -532 -2%
PP
1175
PDS Planning
Ohio
$9.74M -$103K -228 -1%
45 46
47
48 49