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 %
FAM
1351
Fenimore Asset Management
New York
$7.54M -$2.45M -5,402 -25%
BCM
1352
Beddow Capital Management
Wyoming
$7.51M – – –
CWM
1353
Connecticut Wealth Management
Connecticut
$7.49M +$39K +86 +0.5%
BA
1354
Bridgewater Advisors
New York
$7.48M -$184K -409 -2%
EIP
1355
Ellis Investment Partners
Pennsylvania
$7.47M -$907 -2 -0%
GKWIM
1356
Gerber Kawasaki Wealth & Investment Management
California
$7.46M +$1.04M +2,303 +16%
SAM
1357
Stansberry Asset Management
Texas
$7.44M +$312K +688 +4%
CHC
1358
City Holding Co
West Virginia
$7.43M +$283K +624 +4%
SMA
1359
Sage Mountain Advisors
Georgia
$7.43M +$551K +1,216 +8%
OPA
1360
Old Port Advisors
Maine
$7.42M -$34.4K -76 -0.5%
FGP
1361
Foyston, Gordon, & Payne
Ontario, Canada
$7.4M – – –
DWM
1362
Drive Wealth Management
Utah
$7.39M +$80.7K +178 +1%
SNBOSD
1363
Security National Bank of So Dak
Iowa
$7.35M – – –
CM
1364
Cornerstone Management
Georgia
$7.34M -$314K -693 -4%
AC
1365
Apella Capital
Connecticut
$7.33M -$65.3K -144 -0.9%
WG
1366
Watchman Group
Texas
$7.3M -$165K -364 -2%
EWA
1367
Evolution Wealth Advisors
Florida
$7.3M +$88.8K +196 +1%
PP
1368
Pacifica Partners
Canada
$7.3M -$16.7K -37 -0.2%
PIM
1369
Plato Investment Management
Australia
$7.3M +$479K +1,052 +7%
CW
1370
Channel Wealth
California
$7.29M +$258K +570 +4%
TI
1371
Trexquant Investment
Connecticut
$7.29M +$7.29M +16,075 New
EPW
1372
Evergreen Private Wealth
Colorado
$7.28M -$15K -33 -0.2%
1SB
1373
1ST Source Bank
Indiana
$7.27M -$137K -302 -2%
FPB
1374
First PREMIER Bank
South Dakota
$7.26M -$21.3K -47 -0.3%
TCM
1375
Traynor Capital Management
Pennsylvania
$7.25M -$356K -785 -5%
53 54
55
56 57