We are live on ! Find out more
BRK.B icon

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
CS
3601
CapitalatWork SA
$583K
AWMNH
3602
Arcadia Wealth Management (New Hampshire)
New Hampshire
$583K -$43.9K -95 -7%
DPW
3603
DiNuzzo Private Wealth
Pennsylvania
$582K -$462 -1 -0.1%
BGAI
3604
Bruce G. Allen Investments
Colorado
$582K -$11.5K -25 -2%
QFPS
3605
Quantum Financial Planning Services
Washington
$582K +$592K +1,283 New
NCM
3606
Nelson Capital Management
California
$581K +$1.39K +3 +0.2%
DFA
3607
Davies Financial Advisors
California
$581K +$127K +275 +27%
ATWA
3608
Arbor Trust Wealth Advisors
Michigan
$581K -$10.2K -22 -2%
TWM
3609
Trevian Wealth Management
Massachusetts
$580K
OWA
3610
Opal Wealth Advisors
New York
$579K -$18.9K -41 -3%
KCM
3611
KRS Capital Management
Michigan
$579K -$13.9K -30 -2%
TBNY
3612
Trustco Bank (New York)
New York
$579K -$139K -300 -19%
BIA
3613
Benchmark Investment Advisors
Illinois
$578K
PS
3614
Portfolio Strategies
New York
$578K
BAM
3615
Bellevue Asset Management
Washington
$577K +$160K +346 +37%
SIM
3616
Sims Investment Management
Ohio
$577K +$588K +1,273 New
FCA
3617
Fortis Capital Advisors
Kansas
$576K -$51.3K -111 -8%
AWS
3618
Aspen Wealth Strategies
Colorado
$575K +$3.69K +8 +0.6%
CPW
3619
Crestmont Private Wealth
Texas
$575K +$19.4K +42 +3%
IWM
3620
Iams Wealth Management
Nebraska
$573K -$174K -376 -23%
WMA
3621
West Michigan Advisors
Michigan
$573K -$8.31K -18 -1%
BH
3622
Burk Holdings
Oklahoma
$573K +$584K +1,265 New
FC
3623
Financial Council
Maryland
$572K
EW
3624
Enzi Wealth
Texas
$571K +$9.23K +20 +2%
BCP
3625
Blackhawk Capital Partners
Wisconsin
$571K -$98.8K -214 -15%

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.