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 %
PCMN
1501
Paradigm Capital Management (Nevada)
Nevada
$6.15M +$8.61K +19 +0.1%
PG
1502
Patten Group
Tennessee
$6.14M -$9.07K -20 -0.1%
MWA
1503
Muirfield Wealth Advisors
North Carolina
$6.13M -$129K -284 -2%
RA
1504
Royce & Associates
New York
$6.12M – – –
DWM
1505
Diversify Wealth Management
Utah
$6.12M +$1.35M +3,041 +28%
OFS
1506
Oldfather Financial Services
Nebraska
$6.11M – – –
MCA
1507
MSH Capital Advisors
Arizona
$6.11M -$175K -387 -3%
MWM
1508
MOKAN Wealth Management
Kansas
$6.1M +$6.1M +13,458 New
HFS
1509
Howard Financial Services
Texas
$6.07M +$378K +835 +7%
PTC
1510
Private Trust Company
Ohio
$6.07M -$181K -400 -3%
FCAS
1511
First Command Advisory Services
Texas
$6.07M -$53.5K -118 -0.9%
CPCM
1512
Cardinal Point Capital Management
Ontario, Canada
$6.05M -$95.2K -210 -2%
TPA
1513
Trivium Point Advisory
Connecticut
$6.03M +$426K +940 +8%
CCG
1514
Cloverfields Capital Group
Minnesota
$6.02M -$44K -97 -0.7%
VHAM
1515
Van Hulzen Asset Management
California
$6.01M -$453 -1 -0%
DI
1516
Diligent Investors
California
$6M -$101K -222 -2%
CSB
1517
City State Bank
Iowa
$6M +$601K +1,325 +11%
CAM
1518
Cozad Asset Management
Illinois
$5.99M +$567K +1,250 +10%
MHS
1519
M Holdings Securities
Oregon
$5.99M +$2.27K +5 +0%
DAM
1520
Delta Asset Management
Tennessee
$5.98M -$20.4K -45 -0.3%
LG
1521
Leuthold Group
Minnesota
$5.98M -$249K -549 -4%
OCM
1522
Olstein Capital Management
New York
$5.94M +$453K +1,000 +8%
STB
1523
S&T Bank
Pennsylvania
$5.94M -$736K -1,623 -11%
AF
1524
Apollon Financial
South Carolina
$5.93M +$221K +488 +4%
CWS
1525
Confluence Wealth Services
Pennsylvania
$5.92M +$279K +607 +5%
59 60
61
62 63