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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
YWM
3401
Yoder Wealth Management
California
$733K +$64.2K +139 +9%
JAA
3402
Joel Adams & Associates
North Carolina
$732K +$745K +1,614 New
BCM
3403
BTC Capital Management
Iowa
$731K -$2.77K -6 -0.4%
CFIA
3404
Cantor Fitzgerald Investment Advisors
New York
$730K -$923 -2 -0.1%
CWM
3405
Campbell Wealth Management
Virginia
$729K +$258K +559 +53%
MWG
3406
Martin Worley Group
Utah
$727K +$740K +1,603 New
G
3407
Gainplan
Michigan
$726K -$187K -404 -20%
FDS
3408
First Dallas Securities
Texas
$726K
LFA
3409
Lauterbach Financial Advisors
Texas
$725K
FGA
3410
Fortis Group Advisors
New Jersey
$724K +$77.1K +167 +12%
PC
3411
Port Capital
Illinois
$723K +$1.39K +3 +0.2%
AWM
3412
Accel Wealth Management
Iowa
$722K +$2.77K +6 +0.4%
PWSG
3413
Pacific Wealth Strategies Group
California
$722K +$23.1K +50 +3%
HCC
3414
Hirtle Callaghan & Co
Pennsylvania
$720K +$2.31K +5 +0.3%
GWM
3415
Gitterman Wealth Management
New Jersey
$719K +$3.23K +7 +0.4%
BCP
3416
Berkeley Capital Partners
Georgia
$718K +$23.1K +50 +3%
CF
3417
Cyr Financial
Illinois
$718K +$732K +1,585 New
LFA
3418
Level Financial Advisors
New York
$718K +$61.4K +133 +9%
BAWC
3419
Boyce & Associates Wealth Consulting
Texas
$717K
HFA
3420
Highland Financial Advisors
New Jersey
$715K +$467K +1,011 +178%
OPPS
3421
Obsidian Personal Planning Solutions
Maryland
$714K +$3.69K +8 +0.5%
CAM
3422
Congress Asset Management
Massachusetts
$714K -$254K -550 -26%
KSWWM
3423
Keyes Stange & Wooten Wealth Management
Florida
$714K
LWMM
3424
Legacy Wealth Management (Mississippi)
Mississippi
$713K -$122K -265 -14%
MFF
3425
Michels Family Financial
Texas
$713K +$726K +1,573 New

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.