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 %
First Eagle Investment Management
1626
First Eagle Investment Management
New York
$5.15M +$1.38M +3,052 +37%
Fiera Capital (Canada)
1627
Fiera Capital (Canada)
Quebec, Canada
$5.14M – – –
CIA
1628
Compass Ion Advisors
Pennsylvania
$5.13M +$15.9K +35 +0.3%
RHIG
1629
R.H. Investment Group
Arizona
$5.12M +$5.12M +11,301 New
CWM
1630
Concentrum Wealth Management
California
$5.11M +$752K +1,660 +17%
BCG
1631
Bravias Capital Group
New Jersey
$5.1M +$5.1M +10,885 New
SACTSONJ
1632
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.1M – – –
NWM
1633
Northwest Wealth Management
Iowa
$5.1M +$10.4K +23 +0.2%
MSA
1634
McAlister Sweet & Associates
Texas
$5.09M +$103K +227 +2%
GLA
1635
Good Life Advisors
Pennsylvania
$5.09M +$273K +602 +6%
AWM
1636
Avaii Wealth Management
Wisconsin
$5.07M +$14.1K +31 +0.3%
VIA
1637
Vickerman Investment Advisors
Washington
$5.07M -$227K -500 -4%
DA
1638
Dash Acquisitions
California
$5.07M +$52.6K +112 +1%
NPT
1639
Nixon Peabody Trust
Massachusetts
$5.07M +$242K +534 +5%
MW
1640
MBL Wealth
North Carolina
$5.07M +$347K +766 +7%
BWM
1641
Bernard Wealth Management
Michigan
$5.06M +$5.06M +11,174 New
CCA
1642
Criterion Capital Advisors
Tennessee
$5.05M – – –
FFM
1643
Flagstone Financial Management
Nebraska
$5.03M -$119K -263 -2%
CIAS
1644
Capital Investment Advisory Services
North Carolina
$5.03M -$157K -346 -3%
BA
1645
Ballast Advisors
Minnesota
$5.03M +$21.3K +47 +0.4%
SFO
1646
Stenger Family Office
Illinois
$5.02M +$5.02M +11,074 New
JWCA
1647
J.W. Coons Advisors
Ohio
$5.02M -$1.36K -3 -0%
WB
1648
Webster Bank
Connecticut
$5.02M -$29.9K -66 -0.6%
SDH
1649
Sloy Dahl & Holst
Washington
$5.01M -$22.2K -49 -0.4%
HA
1650
Harfst & Associates
Wyoming
$5.01M -$30.4K -67 -0.6%
64 65
66
67 68