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 %
GWSG
1401
GPS Wealth Strategies Group
Colorado
$7M -$652K -1,438 -9%
UWM
1402
Udine Wealth Management
Florida
$6.99M +$619K +1,366 +10%
CCME
1403
CIBC Capital Markets (Europe)
Luxembourg
$6.98M +$6.98M +15,400 New
KC
1404
Knuff & Co
California
$6.97M +$63.9K +141 +0.9%
CWA
1405
CJM Wealth Advisers
Virginia
$6.97M +$22.7K +50 +0.3%
MWAM
1406
Manhattan West Asset Management
California
$6.96M +$290K +640 +4%
GEM
1407
Global Endowment Management
North Carolina
$6.96M – – –
CP
1408
Clayton Partners
California
$6.96M -$39.4K -87 -0.6%
SC
1409
Swan Capital
Florida
$6.95M -$1.46M -3,210 -17%
GBWM
1410
Granite Bay Wealth Management
New Hampshire
$6.93M +$281K +620 +4%
ACM
1411
AKRE Capital Management
Virginia
$6.92M – – –
SPG
1412
Strategic Planning Group
Utah
$6.89M +$196K +432 +3%
TPCW
1413
TD Private Client Wealth
New York
$6.87M +$91.1K +201 +1%
III
1414
Independent Investors Inc
New York
$6.86M – – –
AB
1415
ANB Bank
Colorado
$6.86M +$6.86M +15,132 New
PCM
1416
Pointe Capital Management
Michigan
$6.86M +$149K +328 +2%
IWA
1417
Icon Wealth Advisors
Texas
$6.84M -$310K -683 -4%
D
1418
Drystone
Virginia
$6.82M +$6.82M +15,055 New
FHC
1419
First Heartland Consultants
Missouri
$6.82M +$1.25M +2,754 +22%
AIIMS
1420
Analyst IMS Investment Management Services
Israel
$6.81M +$1.81M +4,003 +36%
ACGA
1421
Atlanta Consulting Group Advisors
Georgia
$6.81M -$288K -635 -4%
BOA
1422
Birnam Oak Advisors
New York
$6.8M +$6.8M +15,000 New
SFS
1423
Stiles Financial Services
Minnesota
$6.8M +$15K +33 +0.2%
Boston Partners
1424
Boston Partners
Massachusetts
$6.78M -$1.37M -3,021 -17%
GS
1425
GTS Securities
New York
$6.77M +$1.29M +2,850 +24%
55 56
57
58 59