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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
UBV
3326
United Bank (Virginia)
Virginia
$808K -$9.23K -20 -1%
MA
3327
MBA Advisors
Pennsylvania
$808K -$143K -309 -15%
ACC
3328
Acorn Creek Capital
Colorado
$807K +$22.2K +48 +3%
BFWA
3329
Benchmark Financial Wealth Advisors
Florida
$807K
BWM
3330
Baron Wealth Management
Michigan
$807K +$23.1K +50 +3%
BRWM
3331
Blue Rock Wealth Management
North Carolina
$807K +$822K +1,780 New
NFC
3332
Northstar Financial Companies
Pennsylvania
$807K +$822K +1,780 New
ATC
3333
Advantage Trust Company
Kansas
$805K -$69.3K -150 -8%
CNWM
3334
Clay Northam Wealth Management
California
$805K
T
3335
Tidemark
California
$804K +$11.1K +24 +1%
JGUA
3336
John G. Ullman & Associates
New York
$804K
DIP
3337
DT Investment Partners
Pennsylvania
$803K -$442K -958 -35%
MWA
3338
MFA Wealth Advisors
Pennsylvania
$803K -$462 -1 -0.1%
GIM
3339
Generali Investments Management
Slovenia
$803K +$818K +1,771 New
FCMA
3340
Foresight Capital Management Advisors
Michigan
$801K +$430K +932 +111%
RCM
3341
RNC Capital Management
California
$800K -$27.7K -60 -3%
OW
3342
Olistico Wealth
Oklahoma
$800K
PFG
3343
Prosperity Financial Group
California
$797K +$18.5K +40 +2%
SP
3344
Symmetry Partners
Connecticut
$796K +$37.4K +81 +5%
OCG
3345
Opus Capital Group
Ohio
$796K
HFO
3346
Heritage Family Offices
Arizona
$795K +$461K +998 +132%
BRG
3347
Bay Rivers Group
Virginia
$791K +$279K +604 +53%
WCP
3348
Wick Capital Partners
Pennsylvania
$791K -$196K -424 -20%
TCM
3349
Tradewinds Capital Management
Washington
$789K +$923 +2 +0.1%
WPW
3350
Warther Private Wealth
Ohio
$789K +$32.3K +70 +4%

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.