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 %
CFP
1326
Cascade Financial Partners
California
$7.72M -$22.7K -50 -0.3%
VAS
1327
Valicenti Advisory Services
New York
$7.7M +$294K +648 +4%
CAC
1328
Core Alternative Capital
Georgia
$7.7M +$48.5K +107 +0.6%
SCM
1329
Shorepath Capital Management
Utah
$7.7M +$39K +86 +0.5%
LWANC
1330
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.69M -$46.7K -103 -0.6%
IC
1331
Inkwell Capital
Florida
$7.68M +$7.68M +16,948 New
BA
1332
Birinyi Associates
Connecticut
$7.68M -$22.7K -50 -0.3%
RIA
1333
Regal Investment Advisors
Michigan
$7.68M -$138K -304 -2%
KGC
1334
Kennon-Green & Company
Ohio
$7.66M -$114K -252 -1%
BCM
1335
Brasada Capital Management
Texas
$7.66M -$57.3K -129 -0.7%
CCA
1336
Checchi Capital Advisers
California
$7.66M +$28.6K +63 +0.4%
PIM
1337
Penobscot Investment Management
Massachusetts
$7.62M +$566K +1,249 +8%
LC
1338
Legacy CG
Texas
$7.61M +$102K +225 +1%
WAM
1339
Wernau Asset Management
Massachusetts
$7.61M +$7.61M +16,796 New
PK
1340
Pflug Koory
Nebraska
$7.6M -$76.6K -169 -1%
PWS
1341
Peterson Wealth Services
Utah
$7.59M +$888K +1,959 +13%
CPC
1342
Congress Park Capital
New York
$7.58M -$436K -961 -5%
FMC
1343
First Merchants Corp
Indiana
$7.58M -$143K -316 -2%
AWA
1344
Aaron Wealth Advisors
Illinois
$7.58M +$440K +970 +6%
ACM
1345
Alpha Capital Management
Texas
$7.58M +$79.8K +176 +1%
3IP
1346
3Chopt Investment Partners
Virginia
$7.57M +$4.99K +11 +0.1%
QI
1347
Qtron Investments
Massachusetts
$7.57M – – –
LS
1348
Leelyn Smith
Illinois
$7.57M +$84.8K +187 +1%
KRSITF
1349
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.56M +$1.13M +9,510 +18%
VIA
1350
Victrix Investment Advisors
Florida
$7.55M +$7.55M +16,659 New
52 53
54
55 56