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 %
Verition Fund Management
1301
Verition Fund Management
Connecticut
$8.08M +$864K +1,907 +12%
PI
1302
PFG Investments
New York
$8.06M -$238K -524 -3%
CAAS
1303
Capital Asset Advisory Services
Michigan
$8.05M +$134K +295 +2%
FHA
1304
First Horizon Advisors
Tennessee
$8.04M +$229K +506 +3%
CIM
1305
Chiron Investment Management
New York
$8.04M – – –
GC
1306
Grimes & Company
Massachusetts
$8.01M +$397K +876 +5%
PFA
1307
Pure Financial Advisors
California
$8M +$680K +1,501 +9%
AC
1308
Avestar Capital
New York
$7.98M +$959K +2,116 +14%
IWA
1309
Integrity Wealth Advisors
California
$7.97M +$7.97M +17,573 New
TPI
1310
Trust Point Inc
Wisconsin
$7.96M +$49K +108 +0.6%
CCAM
1311
Codex Capital Asset Management
Texas
$7.94M – – –
BP
1312
BBR Partners
New York
$7.93M -$1.07M -2,350 -12%
MCM
1313
McDonough Capital Management
Florida
$7.93M +$147K +324 +2%
VWM
1314
Vermillion Wealth Management
Minnesota
$7.93M +$7.93M +17,487 New
IC
1315
Iconiq Capital
California
$7.91M +$1.43M +3,149 +22%
FSA
1316
Fort Sheridan Advisors
Illinois
$7.89M +$556K +1,226 +8%
NP
1317
Nilsine Partners
Colorado
$7.88M +$277K +611 +4%
HNW
1318
High Note Wealth
Minnesota
$7.88M +$58.9K +130 +0.8%
WP
1319
Westmount Partners
California
$7.88M +$1.27M +2,801 +19%
Holocene Advisors
1320
Holocene Advisors
New York
$7.86M +$7.86M +17,330 New
BONH
1321
Bank of New Hampshire
New Hampshire
$7.79M -$178K -393 -2%
PL
1322
Plancorp LLC
Missouri
$7.77M +$427K +943 +6%
CWM
1323
Circle Wealth Management
New Jersey
$7.77M -$69.8K -154 -0.9%
MNBTD
1324
Moody National Bank Trust Division
Texas
$7.77M -$468K -1,033 -6%
OWIM
1325
Old West Investment Management
California
$7.72M +$339K +748 +5%
51 52
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