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 %
RMF
1801
Red Mountain Financial
Colorado
$4.34M -$127K -280 -3%
ICM
1802
Islay Capital Management
Texas
$4.34M -$109K -240 -2%
RBFC
1803
Roman Butler Fullerton & Co
Missouri
$4.34M +$108K +228 +3%
TW
1804
TrinityPoint Wealth
Connecticut
$4.33M -$115K -253 -3%
RHDIC
1805
R.H. Dinel Investment Counsel
California
$4.33M – – –
ICM
1806
IMS Capital Management
Oregon
$4.32M +$38.5K +85 +0.9%
NAMNJ
1807
NorthStar Asset Management (New Jersey)
New Jersey
$4.31M -$44.9K -99 -1%
JF
1808
JSF Financial
California
$4.3M -$107K -236 -2%
WOC
1809
West Oak Capital
California
$4.28M – – –
Optiver Holding
1810
Optiver Holding
Netherlands
$4.28M +$4.03M +8,888 +1,596%
MA
1811
Modus Advisors
Minnesota
$4.28M -$32.6K -72 -0.8%
AMM
1812
American Money Management
California
$4.27M -$79.8K -176 -2%
WAAG
1813
Wealth Alliance Advisory Group
Kansas
$4.27M -$29K -64 -0.7%
OC
1814
Oakworth Capital
Alabama
$4.27M -$26.7K -59 -0.6%
MYLI
1815
Meiji Yasuda Life Insurance
Japan
$4.27M +$275K +606 +7%
BDWCC
1816
B&D White Capital Company
Texas
$4.27M +$674K +1,488 +19%
BOPW
1817
Brandywine Oak Private Wealth
Pennsylvania
$4.27M -$90.7K -200 -2%
JSSH
1818
J. Safra Sarasin Holding
$4.26M +$2.2M +4,862 +106%
SC
1819
Searle & Co
Connecticut
$4.26M +$4.26M +9,389 New
KA
1820
Klingman & Associates
New York
$4.25M +$11.3K +25 +0.3%
VCP
1821
Verus Capital Partners
Arizona
$4.24M -$150K -330 -3%
SCM
1822
Schnieders Capital Management
California
$4.24M -$9.97K -22 -0.2%
BLC
1823
Brown, Lisle/Cummings
Rhode Island
$4.22M -$105K -232 -2%
DWM
1824
Dorchester Wealth Management
Quebec, Canada
$4.21M -$38.1K -84 -0.9%
PHIC
1825
Pine Haven Investment Counsel
Massachusetts
$4.21M -$94.3K -208 -2%
71 72
73
74 75