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 %
VCA
1201
Verdence Capital Advisors
Maryland
$9.38M +$110K +242 +1%
JCM
1202
Janney Capital Management
Pennsylvania
$9.37M -$2.55M -5,630 -21%
MWM
1203
Marietta Wealth Management
Georgia
$9.32M +$415K +915 +5%
MFA
1204
Mayflower Financial Advisors
Massachusetts
$9.32M -$47.6K -105 -0.5%
FFA
1205
Fairfield Financial Advisors
Massachusetts
$9.31M +$23.6K +52 +0.3%
CCM
1206
Corsair Capital Management
New York
$9.31M – – –
AAM
1207
AR Asset Management
California
$9.3M – – –
SA
1208
SAM Advisors
California
$9.3M -$21.3K -47 -0.2%
MPM
1209
Meritage Portfolio Management
Kansas
$9.28M -$117K -258 -1%
KOC
1210
Koss-Olinger Consulting
Florida
$9.28M -$93.4K -206 -1%
BCM
1211
Brooktree Capital Management
Michigan
$9.26M -$49.4K -109 -0.5%
CWC
1212
Carolinas Wealth Consulting
North Carolina
$9.25M +$658K +1,452 +8%
DS
1213
DRW Securities
Illinois
$9.22M +$9.22M +20,346 New
GFL
1214
Granite FO LLC
New Hampshire
$9.19M – – –
EWA
1215
EverSource Wealth Advisors
Alabama
$9.19M +$182K +401 +2%
CNBTD
1216
Citizens National Bank Trust Department
Mississippi
$9.18M +$86.1K +190 +0.9%
WC
1217
Woodstock Corp
Massachusetts
$9.15M +$228K +503 +3%
NIMI
1218
Natixis Investment Managers International
France
$9.14M -$20.3M -44,830 -69%
HCM
1219
Harvey Capital Management
Florida
$9.13M – – –
JPWM
1220
Jamison Private Wealth Management
Georgia
$9.12M +$442K +976 +5%
KCG
1221
Kinsale Capital Group
Virginia
$9.08M +$962K +2,122 +12%
AG
1222
Ascent Group
Virginia
$9.08M +$299K +659 +3%
JSC
1223
Jackson Square Capital
California
$9.05M -$320K -706 -3%
FSG
1224
Financial Strategies Group
Michigan
$9.05M +$347K +783 +4%
FPCP
1225
Fort Point Capital Partners
California
$9.05M +$369K +815 +4%
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