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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
AWM
3451
Arista Wealth Management
Nevada
$689K +$28.6K +62 +4%
ARC
3452
Advisor Resource Council
Texas
$689K -$3.41M -7,383 -83%
CFG
3453
Compton Financial Group
Maryland
$689K +$210K +455 +43%
OWA
3454
Outlook Wealth Advisors
Texas
$688K -$12.5K -27 -2%
TCM
3455
Thoma Capital Management
Maryland
$687K +$700K +1,516 New
HCM
3456
Hengehold Capital Management
Ohio
$685K -$24.5K -53 -3%
JHCP
3457
Jackson Hole Capital Partners
Oklahoma
$685K
PIWA
3458
Prevail Innovative Wealth Advisors
Kansas
$684K +$264K +572 +61%
AFP
3459
Alpha Financial Partners
Kentucky
$684K +$314K +681 +82%
AIFAIM
3460
American Institute for Advanced Investment Management
Arizona
$684K
CIAS
3461
CBIZ Investment Advisory Services
Ohio
$683K +$87.7K +190 +14%
BA
3462
Bridgewater Associates
Connecticut
$682K +$346K +750 +99%
GAM
3463
Gould Asset Management
California
$682K +$113K +244 +19%
DWMS
3464
Dominguez Wealth Management Solutions
Virginia
$681K
TA
3465
TrueWealth Advisors
Alabama
$681K +$694K +1,502 New
MFT
3466
Moisand Fitzgerald Tamayo
Florida
$680K -$2.31K -5 -0.3%
HIM
3467
HughesLittle Investment Management
$680K
T
3468
TrueFG
Texas
$679K
MSG
3469
Main Street Group
Virginia
$679K -$81.3K -176 -11%
SP
3470
Sequent Planning
Nebraska
$678K -$217K -471 -24%
CIA
3471
Cape Investment Advisory
Georgia
$677K +$69.7K +151 +11%
PPWM
3472
PFG Private Wealth Management
Florida
$677K
WCWM
3473
Wooster Corthell Wealth Management
Connecticut
$675K
DA
3474
Doliver Advisors
Texas
$674K -$11.5K -25 -2%
EFP
3475
EnRich Financial Partners
Wisconsin
$674K +$145K +314 +27%

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.