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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
CM
3551
Cercano Management
Washington
$621K
PFP
3552
Paragon Financial Partners
California
$620K -$232K -503 -27%
ASBI
3553
American State Bank (Iowa)
Iowa
$619K +$4.62K +10 +0.7%
CL
3554
COWA LLC
Oklahoma
$619K
VWS
3555
Virtus Wealth Solutions
New Jersey
$618K +$630K +1,364 New
MAM
3556
Mainsail Asset Management
Alabama
$618K -$462 -1 -0.1%
CASB
3557
Cape Ann Savings Bank
Massachusetts
$618K +$4.62K +10 +0.7%
AWP
3558
Atlas Wealth Partners
Pennsylvania
$616K -$30K -65 -5%
MCA
3559
Millennium Capital Advisors
Arkansas
$615K
M1FG
3560
Mach-1 Financial Group
Arkansas
$614K +$195K +422 +45%
DF
3561
Define Financial
California
$613K +$625K +1,353 New
BE
3562
Bonness Enterprises
District of Columbia
$612K
LWA
3563
Ledgewood Wealth Advisors
New Hampshire
$612K
SAI
3564
Systematic Alpha Investments
New Jersey
$610K
RPCA
3565
Running Point Capital Advisors
California
$609K +$120K +259 +24%
OWA
3566
ORBA Wealth Advisors
Illinois
$608K +$3.23K +7 +0.5%
RCA
3567
Ranch Capital Advisors
Florida
$608K -$3.23K -7 -0.5%
CVA
3568
Central Valley Advisors
California
$606K +$99.7K +216 +19%
CCM
3569
Cutler Capital Management
Massachusetts
$606K
RWA
3570
Rooted Wealth Advisors
Illinois
$605K +$185K +401 +43%
CL
3571
CSS LLC
Illinois
$604K
4WM
3572
44 Wealth Management
Oregon
$604K
IA
3573
Intellus Advisors
Florida
$603K +$615K +1,331 New
TWA
3574
Trace Wealth Advisors
California
$603K +$614K +1,330 New
RWM
3575
Revisor Wealth Management
Ohio
$602K -$346K -749 -36%

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.