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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
PMG
351
Private Management Group
California
$72.5M -$4.4M -9,531 -6%
ACM
352
Advisors Capital Management
New Jersey
$72.1M +$1.88M +4,071 +3%
BPWM
353
Badgley Phelps Wealth Managers
Washington
$72.1M +$161K +349 +0.2%
SSM
354
Sound Shore Management
Connecticut
$72M +$12.8M +27,698 +21%
Macquarie Group
355
Macquarie Group
Australia
$71.9M -$25.1M -54,302 -19%
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$71.9M -$947K -2,050 -1%
AAMU
357
AEGON Asset Management (UK)
United Kingdom
$71.7M -$2.75M -5,966 -4%
EIA
358
Edgemoor Investment Advisors
Maryland
$71.6M -$1.83M -3,963 -2%
ACM
359
Ardent Capital Management
Ohio
$71.4M +$2.95M +6,379 +4%
OPERF
360
Oregon Public Employees Retirement Fund
Oregon
$71.2M +$168K +363 +0.2%
Los Angeles Capital Management
361
Los Angeles Capital Management
California
$70.8M -$86.9M -188,104 -55%
RC
362
Roundview Capital
New Jersey
$70.5M +$103K +224 +0.1%
Mirae Asset Global Investments
363
Mirae Asset Global Investments
South Korea
$69.8M +$16.8M +36,485 +31%
CB
364
Cooke & Bieler
Pennsylvania
$69.8M -$1.44M -3,126 -2%
EH
365
Equitable Holdings
New York
$69.8M +$951K +2,060 +1%
EP
366
Essential Planning
New Hampshire
$68.8M +$67.2M +145,618 +4,190%
SWM
367
Segment Wealth Management
Texas
$68.7M +$709K +1,535 +1%
Mirae Asset Global ETFs Holdings
368
Mirae Asset Global ETFs Holdings
Hong Kong
$68.4M +$2.66M +5,765 +4%
UB
369
UMB Bank
Missouri
$68.3M -$3.05M -6,614 -4%
AF
370
Allworth Financial
California
$67.5M +$19.1M +41,359 +39%
GIA
371
Guyasuta Investment Advisors
Pennsylvania
$67.1M -$381K -826 -0.6%
CIM
372
Confluence Investment Management
Missouri
$67.1M -$3.14M -6,795 -4%
SJIC
373
St. James Investment Company
Texas
$67M -$2.13M -4,617 -3%
MGIA
374
Moneta Group Investment Advisors
Missouri
$67M +$1.26M +2,736 +2%
Federated Hermes
375
Federated Hermes
Pennsylvania
$66.7M +$14.6M +31,552 +27%

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.