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 %
FWA
2076
FSM Wealth Advisors
Ohio
$3.12M +$166K +358 +6%
KCPT
2077
Kingstone Capital Partners Texas
Texas
$3.12M +$3.12M +6,877 New
JCM
2078
Jag Capital Management
Missouri
$3.11M +$55.8K +123 +2%
OIM
2079
Orca Investment Management
Oregon
$3.11M -$53K -117 -2%
IIC
2080
Integrated Investment Consultants
Michigan
$3.11M -$132M -290,858 -98%
LBC
2081
Lowe Brockenbrough & Co
Virginia
$3.1M -$49K -108 -2%
FFS
2082
Flavin Financial Services
Florida
$3.1M +$3.1M +6,833 New
WSC
2083
Wellington Shields & Co
New York
$3.09M +$2.27K +5 +0.1%
JHP
2084
James Hambro & Partners
United Kingdom
$3.09M +$151K +334 +5%
WGAM
2085
Wilkinson Global Asset Management
New York
$3.09M -$6.8K -15 -0.2%
VFM
2086
Vision Financial Markets
Connecticut
$3.09M +$3.09M +6,820 New
PFSC
2087
Peoples Financial Services Corp
Pennsylvania
$3.09M – – –
CCM
2088
Chilton Capital Management
Texas
$3.09M +$54.8K +121 +2%
AB
2089
Atlas Brown
Kentucky
$3.08M +$64.4K +142 +2%
MFS
2090
Mattson Financial Services
Michigan
$3.08M +$334K +726 +12%
IP
2091
Intellectus Partners
California
$3.08M – – –
PCI
2092
Planning Center Inc
Illinois
$3.08M -$214K -472 -7%
CWM
2093
Cahaba Wealth Management
Georgia
$3.08M -$99.3K -219 -3%
MWA
2094
Miller Wealth Advisors
Colorado
$3.07M +$56.7K +125 +2%
TA
2095
Tectonic Advisors
Texas
$3.06M +$14.1K +31 +0.5%
PCMC
2096
Private Capital Management (Colorado)
Colorado
$3.06M -$940K -2,073 -23%
BF
2097
Blankinship & Foster
California
$3.06M – – –
MCM
2098
Magnolia Capital Management
New York
$3.06M – – –
CIAS
2099
CFS Investment Advisory Services
New Jersey
$3.06M +$35.8K +79 +1%
ACM
2100
Altrius Capital Management
North Carolina
$3.05M -$60.3K -133 -2%
82 83
84
85 86