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 %
LCS
2176
Levin Capital Strategies
New York
$2.76M – – –
AA
2177
Alta Advisers
United Kingdom
$2.74M +$485K +1,069 +21%
BI
2178
Ballast Inc
Kentucky
$2.74M +$67.5K +149 +3%
AA
2179
ALPS Advisors
Colorado
$2.74M -$122K -270 -4%
DA
2180
Dover Advisors
Virginia
$2.74M -$149K -329 -5%
MCM
2181
Maple Capital Management
Vermont
$2.74M -$444K -980 -14%
HWA
2182
Heartwood Wealth Advisors
Virginia
$2.74M +$5.44K +12 +0.2%
CNBT
2183
Canandaigua National Bank & Trust
New York
$2.73M -$43.1K -95 -2%
PTC
2184
Provident Trust Company
Wisconsin
$2.73M – – –
BWM
2185
BCGM Wealth Management
Indiana
$2.72M -$1.07M -2,371 -28%
RWM
2186
Riverbend Wealth Management
South Carolina
$2.72M +$2.72M +6,002 New
1IC
2187
1922 Investment Company
Texas
$2.72M -$92K -203 -3%
LJAC
2188
L.J. Altfest & Co
New York
$2.72M -$31.7K -70 -1%
TAM
2189
Tealwood Asset Management
Minnesota
$2.72M +$245K +541 +10%
VDI
2190
Vaughan David Investments
Illinois
$2.71M – – –
BT
2191
Brandywine Trust
Delaware
$2.71M -$167K -369 -6%
Kayne Anderson Rudnick Investment Management
2192
Kayne Anderson Rudnick Investment Management
California
$2.7M +$201K +444 +8%
CWM
2193
Cordatus Wealth Management
Pennsylvania
$2.7M +$2.7M +5,960 New
CWA
2194
Crux Wealth Advisors
California
$2.7M +$2.7M +5,957 New
BW
2195
Bison Wealth
Georgia
$2.7M -$1.46M -3,215 -35%
OLA
2196
Oliver Luxxe Assets
New Jersey
$2.7M +$1.34M +2,940 +99%
GC
2197
Gilbert & Cook
Iowa
$2.7M -$123K -271 -4%
CC
2198
Colrain Capital
Massachusetts
$2.7M +$2.7M +5,950 New
SCM
2199
Sterneck Capital Management
Missouri
$2.69M -$35.4K -78 -1%
CFSG
2200
Community Financial Services Group
Vermont
$2.69M -$556K -1,227 -17%
86 87
88
89 90