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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
MS
3651
Madden Securities
Texas
$555K
WCWM
3652
Willow Creek Wealth Management
California
$554K -$11.5K -25 -2%
SFA
3653
Souders Financial Advisors
Ohio
$554K +$83.6K +181 +17%
CP
3654
Creekside Partners
California
$554K
DACG
3655
Donor Advised Charitable Giving
California
$554K +$291K +630 +106%
RWRC
3656
R.W. Roge & Company
New York
$553K
BWP
3657
Bernardo Wealth Planning
Pennsylvania
$553K +$36K +78 +7%
LFP
3658
Leeward Financial Partners
Washington
$553K
AFM
3659
Anson Funds Management
Texas
$552K
CIM
3660
Contravisory Investment Management
Massachusetts
$552K -$25.9K -56 -4%
FFW
3661
Fusion Family Wealth
New York
$551K
GA
3662
Goldstein Advisors
Wisconsin
$550K +$122K +265 +28%
OFP
3663
OFC Financial Planning
New Jersey
$550K +$561K +1,214 New
GA
3664
Guerra Advisors
Florida
$549K +$560K +1,212 New
RWM
3665
Rialto Wealth Management
New York
$548K +$558K +1,209 New
LI
3666
Louisbourg Investments
New Brunswick, Canada
$548K
SFS
3667
Sharp Financial Services
Pennsylvania
$548K
SCP
3668
Silverleafe Capital Partners
Tennessee
$548K +$92.3K +200 +20%
BCM
3669
BluePath Capital Management
Georgia
$547K -$46.2K -100 -8%
CNBOF
3670
City National Bank of Florida
Florida
$547K +$557K +1,206 New
BFA
3671
Bright Financial Advisors
Michigan
$546K -$2.31K -5 -0.4%
KOMWMG
3672
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$546K -$2.31K -5 -0.4%
TF
3673
Threadgill Financial
Texas
$545K +$2.31K +5 +0.4%
BWA
3674
Bestgate Wealth Advisors
Maryland
$545K +$555K +1,202 New
WCM
3675
Windsor Capital Management
Arizona
$544K +$145K +315 +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.