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 %
NG
1976
Novem Group
New York
$3.52M +$3.52M +7,764 New
R
1977
Rebalance
California
$3.51M – – –
NCM
1978
Next Capital Management
New York
$3.51M +$41.2K +91 +1%
VFA
1979
Voya Financial Advisors
Connecticut
$3.5M +$147K +325 +4%
HWMG
1980
Hurlow Wealth Management Group
Indiana
$3.49M -$5.44K -12 -0.2%
CPA
1981
Capital Planning Advisors
California
$3.49M -$39K -86 -1%
HP
1982
Hikari Power
Japan
$3.48M – – –
LI
1983
LRI Investments
Florida
$3.47M +$62.1K +137 +2%
NF
1984
Nikulski Financial
Iowa
$3.47M +$79.3K +175 +2%
SIS
1985
Strategic Investment Solutions
Illinois
$3.47M -$227K -505 -6%
SIM
1986
Sentry Investment Management
Wisconsin
$3.47M -$588K -1,297 -14%
CICC
1987
Capital Investment Counsel (Colorado)
Colorado
$3.47M -$139K -306 -4%
IFO
1988
Independent Family Office
New York
$3.46M +$20.4K +45 +0.6%
SL
1989
Sentry LLC
Tennessee
$3.46M -$158K -348 -4%
SIC
1990
Samalin Investment Counsel
New York
$3.45M +$63K +139 +2%
MFWP
1991
Mosaic Family Wealth Partners
Missouri
$3.44M +$19K +42 +0.6%
CHP
1992
Cable Hill Partners
Oregon
$3.44M -$238K -525 -6%
AMIM
1993
Aull & Monroe Investment Management
Alabama
$3.44M -$315K -695 -8%
MWM
1994
MGB Wealth Management
Texas
$3.43M +$182K +403 +6%
BW
1995
BIP Wealth
Georgia
$3.42M +$102K +225 +3%
SIC
1996
Sterling Investment Counsel
New York
$3.41M -$1.52M -3,348 -31%
OGC
1997
Oak Grove Capital
New Hampshire
$3.41M -$139K -306 -4%
WW
1998
Westshore Wealth
California
$3.41M – – –
KLCM
1999
KG&L Capital Management
Louisiana
$3.4M +$284K +626 +9%
CGA
2000
Channing Global Advisors
Florida
$3.4M +$1.07M +2,369 +46%
78 79
80
81 82