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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
VFPW
3351
Vantage Financial Partners (Wisconsin)
Wisconsin
$788K +$74.3K +161 +10%
CNC
3352
Citizens & Northern Corp
Pennsylvania
$786K +$242K +525 +43%
KBFS
3353
Kohmann Bosshard Financial Services
Ohio
$785K +$30.5K +66 +4%
TPWM
3354
Twelve Points Wealth Management
Massachusetts
$783K -$41.1K -89 -5%
UL
3355
Unionview LLC
Washington
$783K -$8.31K -18 -1%
HP
3356
Holistic Planning
Texas
$783K +$23.1K +50 +3%
4WM
3357
49 Wealth Management
Texas
$782K +$50.3K +109 +7%
RTC
3358
Riverview Trust Company
Washington
$779K +$1.85K +4 +0.2%
FWM
3359
FMB Wealth Management
California
$776K
TCBWMS
3360
Texas Capital Bank Wealth Management Services
Texas
$776K +$49.4K +107 +7%
PSIWM
3361
Paradigm Strategies in Wealth Management
Minnesota
$775K
WSWA
3362
Warren Street Wealth Advisors
California
$774K -$8.77K -19 -1%
FBFS
3363
First Business Financial Services
Wisconsin
$773K
LA
3364
Lifeworks Advisors
Michigan
$770K -$30.5K -66 -4%
CPSC
3365
Carl P. Sherr & Co
Massachusetts
$770K
CWM
3366
Cherrydale Wealth Management
New Jersey
$770K +$3.23K +7 +0.4%
FFG
3367
Fortress Financial Group
Minnesota
$770K +$784K +1,698 New
MAM
3368
Marquette Asset Management
Minnesota
$768K -$211K -458 -21%
MPW
3369
MGO Private Wealth
California
$767K -$96K -208 -11%
FOR
3370
Family Office Research
Maryland
$767K +$781K +1,692 New
EB
3371
Exchange Bank
California
$766K -$5.08K -11 -0.6%
BEC
3372
Blue Edge Capital
Virginia
$762K -$185K -400 -19%
MC
3373
Matisse Capital
Oregon
$760K
FWI
3374
Facet Wealth Inc
Maryland
$759K -$67.9K -147 -8%
BBNB
3375
Baker Boyer National Bank
Washington
$759K -$65.6K -142 -8%

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.