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 %
TP
2351
Tranquility Partners
Tennessee
$2.27M -$51.7K -114 -2%
YLHM
2352
Yelin Lapidot Holdings Management
Israel
$2.27M – – –
AF
2353
Ally Financial
Michigan
$2.27M +$2.27M +5,000 New
DI
2354
Disciplined Investors
Texas
$2.26M +$2.26M +5,102 New
PPW
2355
Parcion Private Wealth
Washington
$2.26M – – –
TWM
2356
TriaGen Wealth Management
California
$2.26M -$6.35K -14 -0.3%
GIM
2357
Guardian Investment Management
California
$2.26M – – –
ORC
2358
O'Rourke & Company
Massachusetts
$2.25M -$274K -605 -11%
IIL
2359
Insight Inv LLC
California
$2.25M +$18.1K +40 +0.8%
TFGT
2360
TS Financial Group (TSFG)
Illinois
$2.25M +$63K +139 +3%
ACP
2361
Aveo Capital Partners
Colorado
$2.24M +$454K +1,001 +25%
HL
2362
HeadInvest LLC
Maine
$2.24M -$62.6K -138 -3%
OL
2363
OneFund LLC
Florida
$2.24M +$62.6K +138 +3%
FFA
2364
Florida Financial Advisors
Florida
$2.24M +$321K +708 +17%
MWA
2365
Midland Wealth Advisors
Illinois
$2.23M +$93.4K +206 +4%
BMM
2366
Buffington Mohr McNeal
Idaho
$2.23M +$97K +214 +5%
CCM
2367
Carlson Capital Management
Minnesota
$2.23M +$24.5K +54 +1%
PT
2368
Plimoth Trust
Massachusetts
$2.23M +$43.1K +95 +2%
PHWM
2369
Pine Harbor Wealth Management
Maryland
$2.22M -$418K -923 -16%
SCA
2370
Stonebridge Capital Advisors
Minnesota
$2.22M -$33.1K -73 -1%
DTC
2371
Davidson Trust Company
Washington
$2.22M – – –
KA
2372
Kercheville Advisors
Texas
$2.22M +$442K +975 +25%
FLI
2373
Family Legacy Inc
South Carolina
$2.22M +$65.1K +144 +3%
AIM
2374
ARGA Investment Management
Connecticut
$2.22M – – –
OIS
2375
Okabena Investment Services
Minnesota
$2.22M – – –
93 94
95
96 97