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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
VCM
3726
Virtue Capital Management
Tennessee
$517K -$234K -506 -31%
M
3727
MYeCFO
California
$517K
CFC
3728
Coyle Financial Counsel
Illinois
$517K +$150K +325 +40%
CAM
3729
Concorde Asset Management
Michigan
$516K -$489K -1,060 -48%
AG
3730
Advocate Group
Minnesota
$516K +$526K +1,139 New
AFO
3731
Allie Family Office
Florida
$516K +$115K +250 +28%
BFS
3732
Burrus Financial Services
Utah
$515K
CC
3733
Caxton Corporation
New Jersey
$514K -$8.31K -18 -2%
LFPWM
3734
Leicht Financial Planning & Wealth Management
New Jersey
$513K
AP
3735
Aspect Partners
Virginia
$513K
GWA
3736
Geometric Wealth Advisors
District of Columbia
$513K +$10.6K +23 +2%
RPCONE
3737
Retirement Planning Company of New England
Rhode Island
$512K +$10.2K +22 +2%
MFC
3738
Morris Financial Concepts
South Carolina
$512K -$59.6K -129 -10%
HWAM
3739
Hennion & Walsh Asset Management
New Jersey
$512K -$3.23K -7 -0.6%
VCM
3740
Viewpoint Capital Management
Washington
$510K
TAM
3741
Taurus Asset Management
New York
$510K -$11.5K -25 -2%
FPW
3742
Flywheel Private Wealth
California
$510K +$519K +1,125 New
AIA
3743
Angeles Investment Advisors
California
$509K
HFS
3744
Hoge Financial Services
Pennsylvania
$509K +$61.4K +133 +13%
TCM
3745
TruNorth Capital Management
Michigan
$509K +$382K +827 +280%
OFG
3746
Omega Financial Group
California
$508K -$30K -65 -5%
PPW
3747
PACK Private Wealth
Minnesota
$508K
CBT
3748
Crews Bank & Trust
Florida
$507K +$517K +1,119 New
TIA
3749
Tandem Investment Advisors
South Carolina
$507K -$41.6K -90 -7%
OAS
3750
Optivise Advisory Services
Tennessee
$507K +$69.7K +151 +16%

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.