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 %
BB
1226
Burford Brothers
Texas
$9.01M +$434K +957 +5%
TWA
1227
TCI Wealth Advisors
Arizona
$8.96M -$186K -411 -2%
DWT
1228
Dorsey & Whitney Trust
South Dakota
$8.96M +$393K +866 +5%
TL
1229
Tradewinds LLC
North Carolina
$8.95M +$398K +846 +5%
FA
1230
Fagan Associates
New York
$8.95M -$158K -348 -2%
CFG
1231
Cooper Financial Group
California
$8.92M +$210K +464 +2%
MIM
1232
Meridiem Investment Management
United Kingdom
$8.91M -$1.13M -2,486 -11%
MHIC
1233
Marble Harbor Investment Counsel
Massachusetts
$8.9M – – –
BRM
1234
Boston Research & Management
Massachusetts
$8.89M -$103K -227 -1%
LHC
1235
Little House Capital
Massachusetts
$8.87M +$87.9K +194 +1%
CFGS
1236
Concourse Financial Group Securities
Alabama
$8.86M +$534K +1,160 +6%
IAIM
1237
International Assets Investment Management
Florida
$8.84M -$3.81B -8,454,248 -100%
RIG
1238
RiverFront Investment Group
Virginia
$8.84M +$2.32M +5,129 +36%
JIP
1239
Jaffetilchin Investment Partners
Florida
$8.8M +$1.34M +2,960 +18%
SG Americas Securities
1240
SG Americas Securities
New York
$8.79M -$37.4M -82,563 -81%
MP
1241
McDonald Partners
Ohio
$8.77M -$20.4K -45 -0.2%
CastleKeep Investment Advisors
1242
CastleKeep Investment Advisors
Connecticut
$8.75M +$625K +1,379 +8%
ECG
1243
Edge Capital Group
Georgia
$8.7M -$4.27B -19,116 -100%
CGL
1244
Clarius Group LLC
Washington
$8.7M -$1.7M -3,757 -16%
AWC
1245
Adamsbrown Wealth Consultants
Kansas
$8.69M +$1.14M +2,512 +15%
CFM
1246
Capricorn Fund Managers
United Kingdom
$8.69M +$314K +695 +4%
PFGIA
1247
Patriot Financial Group Insurance Agency
Massachusetts
$8.68M +$552K +1,217 +7%
EW
1248
Evoke Wealth
California
$8.68M -$111K -245 -1%
CAC
1249
Certified Advisory Corp
Florida
$8.67M -$176K -389 -2%
HBCM
1250
Heron Bay Capital Management
Michigan
$8.67M +$6.35K +14 +0.1%
48 49
50
51 52