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 %
RPGK
2101
Retirement Planning Group (Kansas)
Kansas
$3.05M +$86.1K +190 +3%
BAM
2102
Brave Asset Management
New Jersey
$3.05M +$49K +108 +2%
SKK
2103
Shepherd Kaplan Krochuk
Massachusetts
$3.05M -$1.09M -2,400 -26%
MRI
2104
Mad River Investors
Massachusetts
$3.05M -$227K -500 -7%
EC
2105
Enhancing Capital
Pennsylvania
$3.04M +$3.04M +6,700 New
AAM
2106
Aureus Asset Management
Massachusetts
$3.04M +$122K +270 +4%
SCA
2107
Sulzberger Capital Advisors
Florida
$3.04M +$3.04M +6,696 New
SLT
2108
St Louis Trust
Missouri
$3.04M – – –
DM
2109
Delphi Management
Massachusetts
$3.03M +$46.7K +103 +2%
CPRC
2110
Consolidated Portfolio Review Corp
New York
$3.03M +$1.28M +2,819 +73%
CWM
2111
Chesapeake Wealth Management
Virginia
$3.03M -$70.7K -156 -2%
LWM
2112
Lyell Wealth Management
California
$3.02M +$81.1K +179 +3%
CCMG
2113
Clark Capital Management Group
Pennsylvania
$3.02M -$748K -1,650 -20%
AA
2114
Altman Advisors
Illinois
$3.02M +$11.3K +25 +0.4%
FHWM
2115
Fox Hill Wealth Management
Massachusetts
$3.02M +$112K +248 +4%
PWA
2116
Provenance Wealth Advisors
Florida
$3.01M -$713K -1,574 -19%
ITC
2117
Inspire Trust Company
Nevada
$2.99M +$461K +1,016 +18%
CI
2118
Cherokee Insurance
Michigan
$2.99M +$2.99M +6,600 New
TFA
2119
Teamwork Financial Advisors
Texas
$2.99M -$613K -1,353 -17%
AFO
2120
Arrowroot Family Office
California
$2.98M +$700K +1,545 +31%
CUAMC
2121
China Universal Asset Management Company
China
$2.97M +$817K +1,802 +38%
I
2122
INVST
Indiana
$2.97M +$53K +117 +2%
PSC
2123
Prentiss Smith & Co
Vermont
$2.97M -$90.7K -200 -3%
TAM
2124
Townsend Asset Management
North Carolina
$2.97M -$42.6K -94 -1%
AAS
2125
Annex Advisory Services
Wisconsin
$2.97M +$157K +346 +6%
83 84
85
86 87