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 %
NSB
1851
Norway Savings Bank
Maine
$4.09M -$39K -86 -0.9%
SS
1852
Sunbelt Securities
Texas
$4.09M -$277K -613 -6%
SIAP
1853
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.09M +$354K +780 +9%
AFIA
1854
America First Investment Advisors
Nebraska
$4.08M -$117K -259 -3%
SI
1855
Symmetry Investments
Jersey
$4.08M +$3.17M +7,000 +350%
TIA
1856
Traphagen Investment Advisors
New Jersey
$4.07M -$285K -628 -7%
PFS
1857
Physicians Financial Services
North Carolina
$4.07M +$68K +150 +2%
FDS
1858
Freedom Day Solutions
Texas
$4.07M +$335K +739 +9%
KL
1859
KWMG LLC
Kansas
$4.07M – – –
VCM
1860
Versant Capital Management
Arizona
$4.07M +$333K +735 +9%
VPI
1861
Value Partners Investments
Manitoba, Canada
$4.06M +$154K +278 +4%
DWA
1862
Dorsey Wright & Associates
California
$4.06M +$5.89K +13 +0.1%
CD
1863
Chapin Davis
Maryland
$4.05M – – –
HAS
1864
HBW Advisory Services
California
$4.05M +$34.9K +77 +0.9%
AWM
1865
Aberdeen Wealth Management
Illinois
$4.04M +$604K +1,400 +18%
HAG
1866
HF Advisory Group
Maryland
$4.04M +$285K +628 +8%
LAS
1867
LWM Advisory Services
Florida
$4.03M -$14.5K -32 -0.4%
OC
1868
Oarsman Capital
Wisconsin
$4.03M -$156K -345 -4%
KF
1869
KKM Financial
Illinois
$4.03M +$141K +310 +4%
LAM
1870
Lummis Asset Management
Texas
$4.02M -$691K -1,525 -15%
PAMG
1871
Patton Albertson Miller Group
Tennessee
$4.02M +$7.71K +17 +0.2%
FNFDCM
1872
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.02M -$175K -385 -4%
PWPS
1873
Pinnacle Wealth Planning Services
Ohio
$4M -$834K -1,840 -17%
TTWM
1874
TCV Trust & Wealth Management
Virginia
$4M -$16.8K -37 -0.4%
IBOK
1875
Independence Bank of Kentucky
Kentucky
$3.99M +$800K +1,765 +25%
73 74
75
76 77