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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
FAG
3626
Fortitude Advisory Group
Washington
$568K -$65.1K -141 -10%
SL
3627
Stevard LLC
Illinois
$568K
RF
3628
Rossby Financial
Florida
$568K +$579K +1,253 New
SMH
3629
Sanders Morris Harris
Texas
$567K -$70.2K -152 -11%
C1AG
3630
Client 1st Advisory Group
Florida
$566K -$4.62K -10 -0.8%
SF
3631
Strategent Financial
Virginia
$566K +$576K +1,248 New
NEPPG
3632
New England Professional Planning Group
Rhode Island
$565K
UFA
3633
US Financial Advisors
Massachusetts
$565K +$340K +736 +144%
USB
3634
Union Savings Bank
Connecticut
$563K
WFMPM
3635
Woodley Farra Manion Portfolio Management
Indiana
$563K -$462 -1 -0.1%
RC
3636
RBF Capital
California
$563K
YIM
3637
Yoffe Investment Management
Pennsylvania
$563K +$573K +1,241 New
SFG
3638
Sunburst Financial Group
Alabama
$562K -$462 -1 -0.1%
AIA
3639
Accelerate Investment Advisors
California
$561K +$27.2K +59 +5%
FAN
3640
Financial Advisors Network
California
$561K +$571K +1,237 New
FSBI
3641
Fearless Solutions (Best Invest)
Texas
$560K +$570K +1,235 New
AHC
3642
Adell Harriman & Carpenter
Texas
$560K +$42.9K +93 +8%
RLWM
3643
RF&L Wealth Management
Massachusetts
$559K
CP
3644
Camelot Portfolios
Ohio
$559K -$6.93K -15 -1%
BAS
3645
Brueske Advisory Services
Washington
$558K +$568K +1,231 New
AL
3646
ADE LLC
Maryland
$558K -$69.3K -150 -11%
FSWA
3647
Financial Synergies Wealth Advisors
Texas
$557K
FCM
3648
Fire Capital Management
California
$557K +$567K +1,228 New
OGF
3649
Orin Green Financial
California
$556K -$566K -1,226 Closed
MPPW
3650
Mitchell & Pahl Private Wealth
Oklahoma
$556K

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.