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 %
C
1676
Certuity
Florida
$4.87M +$366K +807 +8%
FAM
1677
Formidable Asset Management
Ohio
$4.87M -$38.5K -85 -0.8%
CFS
1678
CRA Financial Services
New Jersey
$4.86M -$41.7K -92 -0.9%
MGWM
1679
Marks Group Wealth Management
Minnesota
$4.86M +$42.6K +94 +0.9%
ESB
1680
Essex Savings Bank
Connecticut
$4.86M +$154K +340 +3%
AIM
1681
Acropolis Investment Management
Missouri
$4.85M +$146K +323 +3%
SC
1682
Sepio Capital
Utah
$4.85M -$420K -927 -8%
CMI
1683
Clare Market Investments
Texas
$4.85M -$58.5K -129 -1%
CWP
1684
Concord Wealth Partners
Virginia
$4.85M -$60.3K -133 -1%
AFP
1685
Ausdal Financial Partners
Iowa
$4.85M +$909K +2,006 +23%
CWMGO
1686
Capstone Wealth Management Group (Oregon)
Oregon
$4.84M +$4.84M +10,684 New
NRW
1687
Nova R Wealth
Kansas
$4.84M -$18.1K -40 -0.4%
ACM
1688
Allred Capital Management
Texas
$4.84M -$26.7K -59 -0.5%
SAI
1689
Savvy Advisors Inc
New York
$4.84M +$2.09M +4,619 +76%
KP
1690
Keel Point
Alabama
$4.83M +$274K +605 +6%
XSC
1691
X-Square Capital
Puerto Rico
$4.83M -$15K -33 -0.3%
HB
1692
HTLF Bank
Colorado
$4.83M -$39K -86 -0.8%
HWP
1693
Highline Wealth Partners
California
$4.82M +$401K +885 +9%
DFA
1694
Delta Financial Advisors
Louisiana
$4.82M +$13.6K +30 +0.3%
EFG
1695
Everhart Financial Group
Ohio
$4.81M +$179K +396 +4%
MEG
1696
Millstone Evans Group
Colorado
$4.81M +$4.81M +10,613 New
NAM
1697
NorthCrest Asset Manangement
Minnesota
$4.8M -$341K -752 -7%
SI
1698
Sava Infond
Slovenia
$4.8M +$4.8M +10,590 New
MFG
1699
MidWestOne Financial Group
Iowa
$4.8M -$77.5K -171 -2%
QI
1700
QV Investors
Alberta, Canada
$4.79M -$90.7K -200 -2%
66 67
68
69 70