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 %
TI
1951
TTP Investments
California
$3.62M +$690K +1,523 +24%
HA
1952
Herold Advisors
New York
$3.61M +$399K +880 +12%
LWM
1953
Lodestone Wealth Management
Washington
$3.61M -$119K -263 -3%
MCA
1954
Magnolia Capital Advisors
Mississippi
$3.6M +$3.6M +7,949 New
PC
1955
Prairiewood Capital
North Dakota
$3.6M -$81.6K -180 -2%
HCP
1956
Hardin Capital Partners
South Carolina
$3.6M +$6.35K +14 +0.2%
CCA
1957
Childress Capital Advisors
Texas
$3.59M -$102K -224 -3%
VCM
1958
Vivaldi Capital Management
Illinois
$3.59M +$1.33M +2,795 +59%
CAGAS
1959
Capital Advisory Group Advisory Services
Minnesota
$3.59M +$459K +1,013 +15%
APW
1960
Aurora Private Wealth
New Jersey
$3.59M -$213K -471 -6%
GJWM
1961
Gilliland Jeter Wealth Management
Arkansas
$3.58M -$25.4K -56 -0.7%
AIMA
1962
Ables Iannone Moore & Associates
Georgia
$3.58M -$64.4K -142 -2%
KCM
1963
Kornitzer Capital Management
Kansas
$3.58M +$1.11M +2,459 +45%
V
1964
VeraBank
Texas
$3.57M -$52.6K -116 -1%
LPT
1965
Legacy Private Trust
Wisconsin
$3.56M – – –
NWM
1966
NRI Wealth Management
California
$3.56M +$3.56M +7,857 New
GMFG
1967
Greater Midwest Financial Group
Minnesota
$3.56M +$340K +749 +11%
NERM
1968
New England Research & Management
Illinois
$3.56M – – –
ACM
1969
Ashford Capital Management
Delaware
$3.54M -$37.2K -82 -1%
TLCM
1970
Twin Lakes Capital Management
California
$3.54M – – –
DHC
1971
Drum Hill Capital
Connecticut
$3.54M +$3.54M +7,804 New
CCA
1972
Cadent Capital Advisors
Oklahoma
$3.53M -$32.2K -71 -0.9%
NJIM
1973
Nabity-Jensen Investment Management
Nebraska
$3.53M -$1.36K -3 -0%
EWM
1974
Evermay Wealth Management
Virginia
$3.52M -$15K -33 -0.4%
RWB
1975
RMR Wealth Builders
New Jersey
$3.52M -$163K -359 -4%
77 78
79
80 81