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
ACM
3676
Ascent Capital Management
Oregon
$544K +$554K +1,200 New
NFP
3677
NorthLanding Financial Partners
New York
$544K -$2.77K -6 -0.5%
LKBC
3678
L.K. Benson & Company
Maryland
$543K +$554K +1,199 New
BAMG
3679
Brand Asset Management Group
Missouri
$543K -$12.9K -28 -2%
PFW
3680
Petros Family Wealth
Minnesota
$543K +$553K +1,198 New
VW
3681
Veridan Wealth
Oregon
$543K +$539K +1,168 New
GIC
3682
GFI Investment Counsel
Ontario, Canada
$543K +$553K +1,197 New
SGC
3683
Slocum, Gordon & Co
Rhode Island
$543K
BOSSRA
3684
B.O.S.S. Retirement Advisors
Utah
$542K -$10.2M -22,168 -95%
KW
3685
Keyvantage Wealth
Pennsylvania
$541K +$551K +1,194 New
PFA
3686
Portland Financial Advisors
New York
$540K +$550K +1,192 New
DIM
3687
DLK Investment Management
California
$540K
PCA
3688
Peddock Capital Advisors
Massachusetts
$538K -$923 -2 -0.2%
NI
3689
NFC Investments
Tennessee
$538K
PPC
3690
Park Place Capital
Alabama
$538K -$8.31K -18 -1%
CWM
3691
Cedar Wealth Management
California
$536K -$80.8K -175 -13%
GWM
3692
GK Wealth Management
Nevada
$536K +$546K +1,182 New
GKIM
3693
GW&K Investment Management
Massachusetts
$535K +$6K +13 +1%
LGG
3694
Luts & Greenleigh Group
Maryland
$535K +$3.23K +7 +0.6%
HC
3695
Hurley Capital
New York
$535K +$539K +1,168 New
GCL
3696
Gouws Capital LLC
North Carolina
$533K
BF
3697
Brogan Financial
Tennessee
$533K +$12.9K +28 +2%
PA
3698
Persium Advisors
Georgia
$532K +$542K +1,174 New
BSCCG
3699
Blue Sky Capital Consultants Group
California
$532K +$542K +1,173 New
CFS
3700
Compass Financial Services
Iowa
$532K +$542K +1,173 New

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.