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 %
LMKC
1376
L.M. Kohn & Company
Ohio
$7.24M -$167K -368 -2%
WP
1377
WMS Partners
Maryland
$7.24M +$303K +668 +4%
SC
1378
Syon Capital
California
$7.24M -$58K -128 -0.8%
MCCP
1379
Mission Creek Capital Partners
California
$7.21M +$183K +403 +3%
NW
1380
Naviter Wealth
Arkansas
$7.19M +$1.41M +3,104 +24%
RAM
1381
Redmond Asset Management
Virginia
$7.19M -$358K -789 -5%
DLA
1382
Douglas Lane & Associates
New York
$7.18M -$29.9K -66 -0.4%
TW
1383
TritonPoint Wealth
Maryland
$7.18M -$384K -847 -5%
BFA
1384
Benedict Financial Advisors
Georgia
$7.16M +$62.1K +137 +0.9%
AF
1385
Aldebaran Financial
$7.13M -$54.3K -120 -0.8%
AWE
1386
Avidian Wealth Enterprises
Texas
$7.13M +$597K +1,316 +9%
BOH
1387
Bank of Hawaii
Hawaii
$7.12M -$155K -343 -2%
GTAM
1388
Global Trust Asset Management
Florida
$7.12M +$54.8K +121 +0.8%
VAM
1389
Vienna Asset Management
California
$7.1M +$229K +505 +3%
PAM
1390
Pegasus Asset Management
New York
$7.1M -$37.2K -82 -0.5%
EFM
1391
E Fund Management
China
$7.09M +$2.75M +6,061 +63%
HT
1392
Heritage Trust
Oklahoma
$7.09M +$7.09M +15,641 New
WT
1393
Washington Trust
Rhode Island
$7.05M +$691K +1,525 +11%
CSI
1394
Cross Staff Investments
New York
$7.04M – – –
CPA
1395
Cardiff Park Advisors
California
$7.04M +$805K +1,776 +13%
BZWA
1396
Blue Zone Wealth Advisors
California
$7.03M +$115K +253 +2%
Tudor Investment Corp
1397
Tudor Investment Corp
Connecticut
$7.02M +$7.02M +15,477 New
BFC
1398
Blue Fin Capital
Rhode Island
$7.01M -$65.7K -145 -0.9%
AF
1399
Apexium Financial
Texas
$7.01M +$146K +322 +2%
APP
1400
Avantax Planning Partners
Iowa
$7M -$325K -718 -4%
54 55
56
57 58