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Berkshire Hathaway Class B

4,524 hedge funds and large institutions have $395B invested in Berkshire Hathaway Class B in 2024 Q4 according to their latest regulatory filings, with 589 funds opening new positions, 1,726 increasing their positions, 1,563 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

514% more first-time investments, than exits

New positions opened: 589 | Existing positions closed: 96

67% more call options, than puts

Call options by funds: $10.3B | Put options by funds: $6.2B

10% more repeat investments, than reductions

Existing positions increased: 1,726 | Existing positions reduced: 1,563

10% more funds holding

Funds holding: 4,1124,524 (+412)

3% more funds holding in top 10

Funds holding in top 10: 708732 (+24)

0% less capital invested

Capital invested by funds: $396B → $395B (-$1.19B)

0.76% less ownership

Funds ownership: 66.51%65.75% (-0.76%)

Holders
4,524
Holders Change
+412
Holders Change %
+10.02%
% of All Funds
59.51%
Holding in Top 10
732
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+3.39%
% of All Funds
9.63%
New
589
Increased
1,726
Reduced
1,563
Closed
96
Calls
$10.3B
Puts
$6.2B
Net Calls
+$4.15B
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
226
Epoch Investment Partners
New York
$129M -$26.5M -57,308 -17%
MAM
227
Meeder Asset Management
Ohio
$127M +$994K +2,153 +0.8%
EWM
228
Evercore Wealth Management
New York
$127M -$1.79M -3,874 -1%
BFS
229
Bradley Foster & Sargent
Connecticut
$127M -$144K -312 -0.1%
MML Investors Services
230
MML Investors Services
Massachusetts
$126M +$6.39M +13,847 +5%
SRIM
231
Saratoga Research & Investment Management
California
$126M -$22.1M -47,936 -15%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$126M +$8.37M +18,131 +7%
GLA
233
Great Lakes Advisors
Illinois
$126M -$3.14M -6,791 -2%
DADC
234
D.A. Davidson & Co
Montana
$125M +$2.69M +5,833 +2%
CIBC Asset Management
235
CIBC Asset Management
Ontario, Canada
$125M +$4.82M +10,439 +4%
HNB
236
Huntington National Bank
Ohio
$124M +$5.67M +12,274 +5%
WJWM
237
Williams Jones Wealth Management
New York
$122M -$2.3M -4,979 -2%
PFSRSONJ
238
Police & Firemen's Retirement System of New Jersey
New Jersey
$121M +$123M +266,277 New
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$120M +$3.27M +7,073 +3%
Calamos Advisors
240
Calamos Advisors
Illinois
$120M
SOADOR
241
State of Alaska Department of Revenue
Alaska
$119M -$2.82M -6,113 -2%
BCM
242
Bronte Capital Management
Australia
$117M -$51.4M -111,419 -34%
LODC
243
Lanham O'Dell & Company
West Virginia
$117M -$119M -257,779 Closed
NA
244
NewEdge Advisors
Louisiana
$117M +$7.07M +15,302 +6%
CAG
245
Crestwood Advisors Group
Massachusetts
$116M +$242K +524 +0.2%
FMI
246
Factory Mutual Insurance
Massachusetts
$115M
RMDI
247
R.M. Davis Inc
Maine
$115M -$494K -1,069 -0.4%
KBC Group
248
KBC Group
Belgium
$115M -$4.02M -8,703 -3%
BCIM
249
British Columbia Investment Management
British Columbia, Canada
$115M +$15.1M +32,782 +15%
QCM
250
QRG Capital Management
Illinois
$114M +$1.88M +4,074 +2%

BRK.B Hedge Fund Activity: Q4 2024 in Review

4,524 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2024, worth a combined $395B — down 0.3% from $396B a quarter earlier.

Buyers outnumbered sellers: 589 funds opened new BRK.B positions and 96 closed out — a net gain of 493 holders — while 1,726 added to existing stakes and 1,563 trimmed.

The largest buyer was Vanguard Group, adding an estimated $737M. The largest seller was International Assets Investment Management, cutting an estimated $3.9B.

  • 4,524 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2024, up from 4,112 in Q3 2024.
  • Funds reported $395B of Berkshire Hathaway Class B stock for Q4 2024, down 0.3% quarter-over-quarter.
  • 589 funds opened new Berkshire Hathaway Class B positions in Q4 2024 and 96 closed out, a net change of +493 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2024 was Vanguard Group, an estimated $737M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2024 was International Assets Investment Management, an estimated $3.9B sold.

Based on aggregated 13F filings for Q4 2024.