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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
BMA
3476
Brooks Moore & Associates
Tennessee
$673K
MC
3477
Miramar Capital
Illinois
$671K +$9.23K +20 +1%
SWM
3478
Sterling Wealth Management
Illinois
$671K -$14.3K -31 -2%
CQWA
3479
Chokshi & Queen Wealth Advisors
California
$671K +$683K +1,480 New
CFG
3480
Carr Financial Group
Massachusetts
$670K -$2.31K -5 -0.3%
BBWA
3481
Bell & Brown Wealth Advisors
California
$670K +$32.3K +70 +5%
RWM
3482
Raffa Wealth Management
District of Columbia
$668K +$2.31K +5 +0.3%
MPW
3483
Melone Private Wealth
Michigan
$667K -$7.39K -16 -1%
EIP
3484
Easterly Investment Partners
Massachusetts
$666K -$3.74M -8,094 -85%
MW
3485
Members Wealth
Pennsylvania
$666K +$652K +1,412 New
LCM
3486
Logan Capital Management
Pennsylvania
$665K +$4.62K +10 +0.7%
ACM
3487
Absolute Capital Management
Pennsylvania
$665K +$1.85K +4 +0.3%
BFP
3488
Briaud Financial Planning
Texas
$665K +$46.2K +100 +7%
ACM
3489
Avos Capital Management
Washington
$665K +$653K +1,414 New
CWM
3490
Compass Wealth Management
Connecticut
$664K
CCM
3491
Coerente Capital Management
Ontario, Canada
$660K -$9.23K -20 -1%
MCA
3492
Martin Capital Advisors
Texas
$659K +$23.1K +50 +4%
ST
3493
Sentinel Trust
Texas
$659K -$5.08K -11 -0.8%
AGA
3494
Arkos Global Advisors
Texas
$659K
GWMIA
3495
Global Wealth Management Investment Advisory
Florida
$659K +$24K +52 +4%
WAM
3496
Weinberger Asset Management
California
$658K -$1.39K -3 -0.2%
MFC
3497
Mechanics Financial Corp
Ohio
$657K -$20.8K -45 -3%
SC
3498
Skylands Capital
Wisconsin
$657K
HCM
3499
Highview Capital Management
Illinois
$655K
SJGA
3500
Stephen J. Garry & Associates
New York
$655K +$668K +1,446 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.