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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
PIAS
3501
PCA Investment Advisory Services
Ohio
$654K
FFA
3502
Frazier Financial Advisors
Ohio
$653K -$18.9K -41 -3%
KWM
3503
Kiker Wealth Management
Georgia
$651K +$664K +1,437 New
FWA
3504
FSC Wealth Advisors
New York
$651K -$11.1K -24 -2%
GFPC
3505
Global Financial Private Client
Florida
$650K -$59.1K -128 -8%
HAFS
3506
Hapanowicz & Associates Financial Services
Pennsylvania
$649K
PCA
3507
Private Capital Advisors
Connecticut
$649K
OC
3508
Optima Capital
Oregon
$649K +$661K +1,431 New
DSC
3509
Duncker Streett & Co
Missouri
$647K -$152K -329 -19%
SC
3510
Schiavi & Co
Delaware
$647K
SWIG
3511
Strategic Wealth Investment Group
Kentucky
$647K +$46.2K +100 +8%
FA
3512
Financial Advisors
Massachusetts
$646K +$1.85K +4 +0.3%
FFO
3513
Fortitude Family Office
Arizona
$646K +$3.23K +7 +0.5%
SCM
3514
Saxony Capital Management
Missouri
$646K -$7.85K -17 -1%
CCA
3515
Clearwater Capital Advisors
Illinois
$645K -$83.6K -181 -11%
MFG
3516
Mosaic Financial Group
Illinois
$645K -$78.5K -170 -11%
FRA
3517
Front Row Advisors
California
$644K -$73K -158 -10%
CCA
3518
Cora Capital Advisors
New Jersey
$644K -$2.31K -5 -0.4%
CICI
3519
Capital Investment Counsel Inc
North Carolina
$644K +$147K +318 +29%
IAP
3520
Indie Asset Partners
Indiana
$643K +$11.5K +25 +2%
LWM
3521
Luminvest Wealth Management
Arizona
$642K
FGWP
3522
Founders Grove Wealth Partners
Virginia
$640K +$652K +1,411 New
SIC
3523
Shoker Investment Counsel
Ohio
$638K -$10.6K -23 -2%
MCM
3524
Mendel Capital Management
Arkansas
$638K -$1.85K -4 -0.3%
HWMT
3525
Heritage Wealth Management (Texas)
Texas
$638K

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.