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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
NA
3526
Nautilus Advisors
California
$638K +$650K +1,408 New
HCA
3527
Harbour Capital Advisors
Virginia
$638K -$693K -1,500 -52%
PA
3528
PFW Advisors
Georgia
$637K +$649K +1,405 New
TAM
3529
Tucker Asset Management
Colorado
$636K +$4.16K +9 +0.6%
SFM
3530
Signet Financial Management
New Jersey
$635K -$448K -971 -41%
SAM
3531
Strive Asset Management
Ohio
$635K +$647K +1,402 New
NFTC
3532
North Forty Two & Co
Oregon
$635K +$646K +1,400 New
IWS
3533
Integrity Wealth Solutions
Colorado
$634K
CFS
3534
Commonwealth Financial Services
West Virginia
$634K +$87.3K +189 +16%
MAG
3535
M3 Advisory Group
Massachusetts
$634K +$10.6K +23 +2%
BL
3536
Balentine LLC
Georgia
$633K -$23.5K -51 -4%
BWM
3537
BNC Wealth Management
Oregon
$632K -$30.9K -67 -5%
FA
3538
FC Advisory
Pennsylvania
$631K
KLWA
3539
Kelly Lawrence W & Associates
California
$630K -$10.6K -23 -2%
CTC
3540
Cetera Trust Company
Minnesota
$629K -$11.5K -25 -2%
ETC
3541
Exchange Traded Concepts
Oklahoma
$627K -$9.96M -21,573 -94%
SWM
3542
SilverOak Wealth Management
Minnesota
$627K +$4.16K +9 +0.7%
RBC
3543
Roble Belko & Company
Pennsylvania
$627K -$78.5K -170 -11%
LA
3544
Latitude Advisors
Florida
$626K -$27.7K -60 -4%
EA
3545
Everpar Advisors
Oklahoma
$626K +$71.6K +155 +13%
WIA
3546
Wealthedge Investment Advisors
New York
$625K +$637K +1,379 New
RIG
3547
Renaissance Investment Group
Massachusetts
$625K +$16.2K +35 +3%
CAM
3548
Clark Asset Management
New Hampshire
$624K +$359K +778 +130%
AFGAS
3549
Allegiance Financial Group Advisory Services
Virginia
$623K +$59.6K +129 +10%
ACM
3550
AUA Capital Management
Pennsylvania
$621K -$90K -195 -12%

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.