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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
KPWG
3576
KFA Private Wealth Group
Virginia
$602K -$36K -78 -6%
BAS
3577
Breakthru Advisory Services
Wisconsin
$602K +$614K +1,329 New
KIM
3578
Kane Investment Management
California
$602K +$613K +1,327 New
CP
3579
Clarendon Private
Massachusetts
$600K +$611K +1,323 New
HWA
3580
HMV Wealth Advisors
Louisiana
$599K +$610K +1,322 New
FF
3581
Farrow Financial
Vermont
$599K -$11.5K -25 -2%
ICMM
3582
Integrated Capital Management (Michigan)
Michigan
$599K +$10.6K +23 +2%
PWM
3583
Pines Wealth Management
North Carolina
$599K +$625K +1,353 New
AFM
3584
Abbot Financial Management
Massachusetts
$599K
SCM
3585
SKBA Capital Management
California
$598K
IJWM
3586
Inman Jager Wealth Management
Mississippi
$597K +$609K +1,318 New
SF
3587
SWP Financial
California
$596K +$39.7K +86 +7%
VAF
3588
Values Added Financial
District of Columbia
$596K -$11.5K -25 -2%
PPH
3589
Pure Portfolios Holdings
Oregon
$594K +$1.85K +4 +0.3%
AWM
3590
Ameliora Wealth Management
Switzerland
$594K +$439K +950 +264%
GCM
3591
Goldstream Capital Management
Hong Kong
$593K -$695K -1,506 -54%
RCM
3592
Riggs Capital Management
Utah
$593K +$604K +1,308 New
RGI
3593
River Global Investors
United Kingdom
$592K -$529K -1,145 -47%
NWM
3594
Northcape Wealth Management
New York
$592K
SFG
3595
Shum Financial Group
California
$591K -$240K -520 -29%
TF
3596
Talbot Financial
Washington
$590K
TFIPS
3597
Towarzystwo Funduszy Inwestycyjnych PZU SA
$587K +$92.3K +200 +18%
VCM
3598
Vision Capital Management
Oregon
$585K -$1.57M -3,400 -72%
BCCM
3599
Bridge Creek Capital Management
Massachusetts
$583K -$4.62K -10 -0.8%
PIM
3600
Provident Investment Management
Michigan
$583K

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.