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 %
BCM
2001
Bretton Capital Management
California
$3.4M – – –
VC
2002
Vestor Capital
Illinois
$3.4M -$18.6K -41 -0.5%
LAM
2003
L2 Asset Management
Massachusetts
$3.39M -$2.72K -6 -0.1%
TSWM
2004
Triangle Securities Wealth Management
North Carolina
$3.38M -$115K -253 -3%
TCM
2005
Tufton Capital Management
Maryland
$3.38M -$5.89K -13 -0.2%
GC
2006
GFG Capital
Florida
$3.38M +$75.7K +167 +2%
PWM
2007
Palumbo Wealth Management
New York
$3.38M +$69.8K +154 +2%
CA
2008
Cortland Associates
Missouri
$3.38M -$3.63K -8 -0.1%
HI
2009
Horizon Investments
North Carolina
$3.38M +$165K +363 +5%
FWTB
2010
First Western Trust Bank
Colorado
$3.38M +$1.21M +2,665 +56%
AA
2011
Aufman Associates
Pennsylvania
$3.38M -$130K -286 -4%
KFSC
2012
Keystone Financial Services (Colorado)
Colorado
$3.37M +$77.1K +170 +2%
BST
2013
Bath Savings Trust
Maine
$3.36M -$36.3K -80 -1%
WFS
2014
Walker Financial Services
Kentucky
$3.36M +$62.6K +138 +2%
RBI
2015
Raiffeisen Bank International
Austria
$3.36M +$3.36M +7,428 New
SHGA
2016
Sand Hill Global Advisors
California
$3.35M +$62.1K +137 +2%
CPA
2017
Cathy Pareto & Associates
Florida
$3.35M +$3.35M +7,387 New
WA
2018
Wealth Alliance
New York
$3.34M -$114K -251 -3%
KFS
2019
Keynote Financial Services
Connecticut
$3.34M +$372K +820 +13%
AP
2020
Adero Partners
California
$3.33M +$66.6K +147 +2%
PWAM
2021
Papamarkou Wellner Asset Management
New York
$3.33M +$3.33M +7,343 New
LWM
2022
LongView Wealth Management
Georgia
$3.32M – – –
IIA
2023
IPG Investment Advisors
California
$3.32M -$1.65M -3,645 -33%
GCP
2024
GSA Capital Partners
United Kingdom
$3.31M +$3.02M +6,658 +1,040%
GC
2025
Guidance Capital
Kentucky
$3.31M -$17.1K -37 -0.5%
79 80
81
82 83