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 %
DA
1601
Denali Advisors
California
$5.31M +$227K +500 +4%
B
1602
Bellecapital
Switzerland
$5.3M +$81.6K +180 +2%
WC
1603
Weil Company
California
$5.29M -$3.77M -8,325 -42%
SWP
1604
Strategic Wealth Partners
Ohio
$5.29M -$91.3K -190 -2%
HIG
1605
Heritage Investment Group
Florida
$5.28M +$2.98M +3,463 +130%
HW
1606
Hancock Whitney
Mississippi
$5.28M -$84.8K -187 -2%
SSI
1607
Scott & Selber Inc
Texas
$5.27M -$139K -307 -3%
CAG
1608
Cypress Advisory Group
Arizona
$5.27M +$5.27M +11,627 New
SCP
1609
Sivia Capital Partners
California
$5.27M +$4.08K +9 +0.1%
MIM
1610
Merrion Investment Management
New Jersey
$5.26M -$181K -400 -3%
ACA
1611
Atlas Capital Advisors
Wyoming
$5.25M -$413K -911 -7%
RWS
1612
Resolute Wealth Strategies
Mississippi
$5.25M -$18.1K -40 -0.3%
BCM
1613
Blume Capital Management
California
$5.23M -$68K -150 -1%
RFA
1614
Resurgent Financial Advisors
Georgia
$5.22M +$866K +1,910 +20%
FCM
1615
Fortis Capital Management
Washington
$5.22M +$2.43M +5,365 +87%
ACM
1616
Avalon Capital Management
California
$5.22M -$1.27M -2,799 -20%
HCA
1617
Horan Capital Advisors
Ohio
$5.22M -$532K -1,173 -9%
FPWM
1618
FSB Premier Wealth Management
Iowa
$5.21M +$608K +1,341 +13%
HWA
1619
Hillcrest Wealth Advisors
New Jersey
$5.21M -$227K -500 -4%
RMCM
1620
Reynders McVeigh Capital Management
Massachusetts
$5.2M -$99.7K -220 -2%
CPBTD
1621
Central Pacific Bank - Trust Division
Hawaii
$5.19M – – –
BWM
1622
BigSur Wealth Management
Florida
$5.19M -$657K -1,450 -11%
ECML
1623
Eagle Capital Management (Louisiana)
Louisiana
$5.17M +$30.8K +68 +0.6%
TCOTS
1624
Trust Company of the South
North Carolina
$5.16M -$112K -248 -2%
FNBSF
1625
First National Bank Sioux Falls
South Dakota
$5.15M -$5.44K -12 -0.1%
63 64
65
66 67