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 %
AAM
1576
Advisors Asset Management
Colorado
$5.53M +$182K +402 +3%
PC
1577
Permanens Capital
New York
$5.51M – – –
NHT
1578
New Hampshire Trust
New Hampshire
$5.51M -$74.8K -165 -1%
SCM
1579
Stonebridge Capital Management
California
$5.5M -$113K -250 -2%
ACS
1580
Archford Capital Strategies
Illinois
$5.5M +$154K +339 +3%
LWP
1581
LMG Wealth Partners
Louisiana
$5.49M +$6.35K +14 +0.1%
CWA
1582
Capital Wealth Alliance
Arizona
$5.49M +$756K +1,667 +16%
SC
1583
Slow Capital
California
$5.49M -$597K -1,317 -10%
CPA
1584
Capital Performance Advisors
California
$5.48M +$86.1K +190 +2%
CCT
1585
Capital City Trust
Florida
$5.48M +$453 +1 +0%
CPIA
1586
Cornell Pochily Investment Advisors
New York
$5.48M -$87.9K -194 -2%
BF
1587
Bonfire Financial
Colorado
$5.43M +$5.43M +11,987 New
CIC
1588
Chase Investment Counsel
Virginia
$5.43M -$73.9K -163 -1%
AA
1589
Aire Advisors
California
$5.43M -$195K -431 -3%
CL
1590
CLG LLC
California
$5.43M +$5.43M +11,977 New
UHC
1591
Union Heritage Capital
Michigan
$5.4M – – –
HW
1592
Hedeker Wealth
Illinois
$5.4M -$5.89K -13 -0.1%
AIMCA
1593
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.39M -$272K -600 -5%
SIA
1594
SGL Investment Advisors
Montana
$5.39M +$157K +333 +3%
MCM
1595
Marathon Capital Management
Maryland
$5.39M +$19.5K +43 +0.4%
WCM
1596
Whitener Capital Management
North Carolina
$5.36M -$115K -254 -2%
CI
1597
Conning Inc
Connecticut
$5.36M -$263K -581 -5%
JSW
1598
Journey Strategic Wealth
New Jersey
$5.35M +$210K +463 +4%
HNB
1599
Hilltop National Bank
Wyoming
$5.34M +$102K +226 +2%
JIR
1600
James Investment Research
Ohio
$5.32M -$143K -316 -3%
62 63
64
65 66