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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
MMM
3701
Mendel Money Management
Illinois
$531K +$11.5K +25 +2%
BA
3702
BCM Advisors
Louisiana
$531K +$23.1K +50 +5%
SWM
3703
Sendero Wealth Management
Texas
$530K +$81.7K +177 +18%
EW
3704
Elyxium Wealth
California
$529K -$937K -2,030 -63%
YCG
3705
Yeomans Consulting Group
Georgia
$529K +$923 +2 +0.2%
FB
3706
Finward Bancorp
Indiana
$529K +$539K +1,167 New
CCA
3707
Conestoga Capital Advisors
Pennsylvania
$528K
SEA
3708
Stegent Equity Advisors
Texas
$527K +$80.8K +175 +18%
RFN
3709
Redwood Financial Network
Ohio
$526K -$15.2K -33 -3%
CCIA
3710
Cherry Creek Investment Advisors
Colorado
$526K -$1.85K -4 -0.3%
MLIC
3711
Mandatum Life Insurance Company
Finland
$526K +$99.3K +215 +23%
CRI
3712
Commonwealth Retirement Investments
Virginia
$526K
OWM
3713
OneAscent Wealth Management
Alabama
$525K +$150K +324 +39%
AC
3714
Anson Capital
Georgia
$525K -$130K -282 -20%
MAM
3715
Marotta Asset Management
Virginia
$524K +$3.69K +8 +0.7%
KG
3716
Kilter Group
New York
$523K +$532K +1,153 New
RPA
3717
Rock Point Advisors
Vermont
$522K -$166K -359 -24%
SDWMA
3718
Schneider Downs Wealth Management Advisors
Pennsylvania
$521K -$106K -230 -17%
CB
3719
Centennial Bank
Arkansas
$521K -$46.2K -100 -8%
UCMOK
3720
United Capital Management of KS
Kansas
$521K
TFO
3721
Timonier Family Office
North Carolina
$521K +$531K +1,150 New
PWM
3722
Paulson Wealth Management
Illinois
$521K -$5.54K -12 -1%
SL
3723
Sentinus LLC
Illinois
$519K +$46.2K +100 +10%
BCM
3724
BluePointe Capital Management
California
$519K +$226K +489 +74%
NMG
3725
New Millennium Group
Utah
$518K +$5.54K +12 +1%

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.