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 %
CC
1751
Courier Capital
New York
$4.56M +$2.4M +5,292 +111%
SOS
1752
Silver Oak Securities
Tennessee
$4.56M +$519K +1,148 +13%
TIAM2
1753
Tru Independence Asset Management 2
Oregon
$4.55M +$86.1K +190 +2%
VAS
1754
Vestmark Advisory Solutions
Massachusetts
$4.55M +$76.6K +169 +2%
BIAS
1755
Beacon Investment Advisory Services
New Jersey
$4.55M -$18.1K -40 -0.4%
IMA
1756
Investment Management Associates
Colorado
$4.55M -$53.5K -118 -1%
PFA
1757
Professional Financial Advisors
Nebraska
$4.54M +$67.1K +148 +2%
Cohen & Steers
1758
Cohen & Steers
New York
$4.54M -$227K -500 -5%
GWCM
1759
Godshalk Welsh Capital Management
Pennsylvania
$4.53M -$68K -150 -1%
SWA
1760
Sax Wealth Advisors
New Jersey
$4.53M +$4.53M +9,986 New
BFA
1761
Bill Few Associates
Pennsylvania
$4.52M -$24K -53 -0.5%
HZ
1762
Hixon Zuercher
Ohio
$4.52M -$112K -248 -2%
TSMHT
1763
Thurston Springer Miller Herd & Titak
Indiana
$4.52M +$519K +1,145 +13%
WTB
1764
Washington Trust Bank
Washington
$4.52M -$93.8K -207 -2%
PCS
1765
Personal CFO Solutions
New Jersey
$4.52M +$92K +203 +2%
QWM
1766
Quadcap Wealth Management
Texas
$4.51M +$147K +325 +3%
LRPA
1767
L. Roy Papp & Associates
Arizona
$4.51M – – –
SFG
1768
Seamount Financial Group
Colorado
$4.5M -$120K -265 -3%
BSA
1769
Bull Street Advisors
Georgia
$4.49M – – –
LIM
1770
Lathrop Investment Management
Arkansas
$4.48M -$5.44K -12 -0.1%
KHLMTHM
1771
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.48M +$2.22M +4,897 +98%
RBWA
1772
RFG - Bristol Wealth Advisors
Massachusetts
$4.48M +$4.48M +9,877 New
OAM
1773
Ostrum Asset Management
France
$4.47M +$965K +2,128 +27%
FM
1774
Family Management
New York
$4.47M +$137K +303 +3%
GCM
1775
Glynn Capital Management
California
$4.46M – – –
69 70
71
72 73