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 %
VCAM
1701
Van Cleef Asset Management
Ohio
$4.79M – – –
SSA
1702
Schonfeld Strategic Advisors
New York
$4.78M -$11.8M -26,141 -71%
SF
1703
Symphony Financial
Texas
$4.78M -$806K -1,723 -14%
LFS
1704
Legacy Financial Strategies
Kansas
$4.78M -$13.5K -30 -0.3%
EAM
1705
Erste Asset Management
Austria
$4.76M -$581K -1,269 -11%
AWA
1706
Artemis Wealth Advisors
New York
$4.76M +$1.86M +4,100 +64%
VF
1707
Vest Financial
Virginia
$4.76M +$922K +2,034 +24%
WFAG
1708
Wescott Financial Advisory Group
Pennsylvania
$4.75M +$81.1K +179 +2%
IFWM
1709
Institute for Wealth Management
Colorado
$4.75M -$91.1K -201 -2%
SFI
1710
Susquehanna Fundamental Investments
Pennsylvania
$4.74M +$4.74M +10,463 New
BAAM
1711
Baker Avenue Asset Management
California
$4.74M +$296K +652 +7%
SLI
1712
Sumitomo Life Insurance
Japan
$4.74M -$110K -243 -2%
BIM
1713
Barton Investment Management
Pennsylvania
$4.74M -$125K -275 -3%
HFW
1714
Horizon Family Wealth
Illinois
$4.73M +$3.58M +7,909 +312%
MFS
1715
Mirabella Financial Services
United Kingdom
$4.73M +$4.73M +10,445 New
AG
1716
Algert Global
California
$4.73M +$379K +837 +9%
PGWM
1717
Parisi Gray Wealth Management
New Jersey
$4.72M +$19K +42 +0.4%
FCFC
1718
First Citizens Financial Corp
Iowa
$4.72M +$14.5K +32 +0.3%
ECM
1719
Eisler Capital Management
United Kingdom
$4.72M +$4.72M +10,467 New
CWM
1720
Calamos Wealth Management
Illinois
$4.71M +$26.3K +58 +0.6%
TFP
1721
Tilia Fiduciary Partners
North Carolina
$4.71M -$194K -428 -4%
RPC
1722
Rossmore Private Capital
Connecticut
$4.71M +$40.3K +89 +0.9%
TC
1723
Trust Company
Kansas
$4.7M +$53.9K +119 +1%
DCM
1724
Dudley Capital Management
Virginia
$4.7M -$43.1K -95 -0.9%
WCAMG
1725
Woodard & Company Asset Management Group
North Carolina
$4.68M +$360K +795 +8%
67 68
69
70 71