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 %
IF
2401
Intrua Financial
Texas
$2.16M -$239K -527 -10%
CFG
2402
Cornerstone Financial Group
Nebraska
$2.16M +$2.16M +4,767 New
AWM
2403
Aries Wealth Management
Maine
$2.16M -$10.4K -23 -0.5%
ECA
2404
Elevate Capital Advisors
Colorado
$2.16M +$2.16M +4,755 New
DMBA
2405
Deseret Mutual Benefit Administrators
Utah
$2.15M -$68.4K -151 -3%
RP
2406
Raelipskie Partnership
Ontario, Canada
$2.15M -$110K -243 -5%
KMWM
2407
Keudell/Morrison Wealth Management
Oregon
$2.15M +$1.36K +3 +0.1%
GA
2408
Geller Advisors
New York
$2.14M +$152K +336 +8%
MMHP
2409
Murphy Middleton Hinkle & Parker
Georgia
$2.14M -$95.2K -210 -4%
BTD
2410
BankPlus Trust Department
Mississippi
$2.14M +$2.14M +4,716 New
CWM
2411
Crowley Wealth Management
Delaware
$2.14M +$2.14M +4,712 New
MIA
2412
MMBG Investment Advisors
Florida
$2.13M -$129K -285 -6%
PSB
2413
Piscataqua Savings Bank
New Hampshire
$2.13M -$10.9K -24 -0.5%
CIC
2414
Cutler Investment Counsel
Oregon
$2.13M -$453 -1 -0%
LAM
2415
Lingohr Asset Management
Germany
$2.13M +$2.13M +4,714 New
DSA
2416
Droms Strauss Advisors
Missouri
$2.13M +$12.2K +27 +0.6%
CCM
2417
Crew Capital Management
Ohio
$2.13M +$181K +400 +9%
AIC
2418
Archer Investment Corporation
Indiana
$2.13M +$35.8K +79 +2%
PCM
2419
Park Capital Management
Wisconsin
$2.12M +$2.12M +4,686 New
JJBC
2420
James J. Burns & Company
New York
$2.12M -$17.2K -38 -0.8%
AFS
2421
Aft Forsyth & Sober
Florida
$2.11M – – –
GPA
2422
Guerra Pan Advisors
New Jersey
$2.11M – – –
SIA
2423
Strategic Investment Advisors
Michigan
$2.11M -$14.1K -31 -0.7%
GSAM
2424
Grant Street Asset Management
Pennsylvania
$2.1M +$499K +1,100 +31%
POIA
2425
Pin Oak Investment Advisors
Texas
$2.1M +$135K +293 +7%
95 96
97
98 99