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 %
LAM
1176
Lakewood Asset Management
Illinois
$9.73M +$19.5K +43 +0.2%
GEA
1177
Glen Eagle Advisors
New Jersey
$9.71M +$582K +1,285 +6%
PIA
1178
Perennial Investment Advisors
California
$9.7M +$4.38M +9,653 +82%
SWP
1179
Sagespring Wealth Partners
Tennessee
$9.7M +$9.7M +21,402 New
VIM
1180
VELA Investment Management
Ohio
$9.7M +$34K +75 +0.4%
WPP
1181
Whalerock Point Partners
Rhode Island
$9.65M +$83.4K +184 +0.9%
BC
1182
Blackhill Capital
New Jersey
$9.63M – – –
HIC
1183
Hartline Investment Corp
Illinois
$9.61M +$23.1K +51 +0.2%
BFS
1184
BridgePort Financial Solutions
Iowa
$9.61M +$9.61M +19,124 New
SRC
1185
Stone Run Capital
New York
$9.6M -$397K -875 -4%
ECP
1186
Epacria Capital Partners
Colorado
$9.59M -$7.98M -17,600 -45%
FAIM
1187
Financial Advocates Investment Management
Washington
$9.57M -$19.5K -43 -0.2%
MIM
1188
Moseley Investment Management
Florida
$9.57M +$146K +321 +2%
CF
1189
Centaurus Financial
California
$9.52M +$84.3K +186 +0.9%
CT
1190
Coastline Trust
Rhode Island
$9.5M -$64.4K -142 -0.7%
GWANC
1191
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.5M +$3.66M +8,075 +63%
DFG
1192
Dupree Financial Group
Kentucky
$9.49M -$5.19M -11,446 -35%
RCG
1193
Regatta Capital Group
California
$9.47M -$71.6K -158 -0.8%
TAM
1194
Trust Asset Management
Texas
$9.46M – – –
EAM
1195
Evanson Asset Management
California
$9.43M -$125K -276 -1%
EFG
1196
Embree Financial Group
Illinois
$9.42M +$121K +266 +1%
PBK
1197
Peoples Bank (Kansas)
Kansas
$9.41M -$22.7K -50 -0.2%
RA
1198
RFG Advisory
Alabama
$9.41M +$497K +1,096 +6%
WB
1199
WesBanco Bank
West Virginia
$9.4M -$205K -453 -2%
OP
1200
ORG Partners
Indiana
$9.39M +$755K +1,666 +9%
46 47
48
49 50