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 %
CWP
1551
Core Wealth Partners
California
$5.75M +$128K +283 +2%
AGP
1552
Autumn Glory Partners
Texas
$5.72M -$2.7M -5,948 -32%
HCM
1553
Hodges Capital Management
Texas
$5.7M -$22.7K -50 -0.4%
MAA
1554
Matrix Asset Advisors
New York
$5.7M +$4.44M +9,793 +353%
MC
1555
Martin & Co
Tennessee
$5.69M -$251K -553 -4%
WAM
1556
Weiss Asset Management
Massachusetts
$5.68M +$5.68M +12,534 New
SG
1557
StoneX Group
New York
$5.67M +$5.67M +12,519 New
CCM
1558
Conway Capital Management
California
$5.67M +$1.28M +2,830 +29%
MFG
1559
Magnus Financial Group
New York
$5.67M -$14.5K -32 -0.3%
ICM
1560
Intrepid Capital Management
Florida
$5.67M +$240K +530 +4%
WAM
1561
WNY Asset Management
New York
$5.66M +$19.5K +43 +0.3%
SAM
1562
Smith Asset Management
Florida
$5.66M +$5.66M +12,493 New
JC
1563
Jacobs & Co
California
$5.66M -$45.3K -100 -0.8%
GWA
1564
Gratus Wealth Advisors
Virginia
$5.62M – – –
HCA
1565
Hyperion Capital Advisors
New York
$5.62M – – –
GAG
1566
Goodman Advisory Group
Massachusetts
$5.6M +$174K +384 +3%
GWAG
1567
Garrett Wealth Advisory Group
Texas
$5.59M +$274K +604 +5%
YDMI
1568
Y.D. More Investments
Israel
$5.58M -$378K -833 -6%
HIM
1569
Harbour Investment Management
Washington
$5.56M – – –
PIA
1570
Pinion Investment Advisors
Kansas
$5.55M -$398K -879 -7%
PPA
1571
Pilgrim Partners Asia
Singapore
$5.55M +$5.55M +12,250 New
CPC
1572
Consolidated Planning Corp
Georgia
$5.55M +$228K +502 +4%
EA
1573
Ellsworth Advisors
Ohio
$5.54M +$730K +1,611 +15%
PSF
1574
Pacific Sun Financial
California
$5.54M +$75.7K +167 +1%
CH
1575
Canton Hathaway
Rhode Island
$5.53M -$113K -250 -2%
61 62
63
64 65