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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
BHWA
3751
Beacon Harbor Wealth Advisors
Virginia
$505K
TAM
3752
TCP Asset Management
Ohio
$505K
HFP
3753
Holistic Financial Partners
Indiana
$505K +$50.3K +109 +11%
HAM
3754
Harmony Asset Management
Arizona
$504K
CFSG
3755
Clark Financial Services Group
Missouri
$503K
WPA
3756
West Paces Advisors
Georgia
$503K
WWMSC
3757
Wagner Wealth Management (South Carolina)
South Carolina
$503K +$93.7K +203 +22%
WCA
3758
Westover Capital Advisors
Delaware
$502K +$12K +26 +2%
SFG
3759
Synergy Financial Group
California
$502K +$38.8K +84 +8%
TF
3760
Theory Financial
Colorado
$502K +$512K +1,108 New
WBCM
3761
Wilson & Boucher Capital Management
California
$501K
CFG
3762
Certior Financial Group
Pennsylvania
$498K +$507K +1,099 New
BWMG
3763
Barnes Wealth Management Group
California
$497K +$507K +1,097 New
B
3764
Barings
North Carolina
$497K -$24.9K -54 -5%
USWIA
3765
UP Strategic Wealth Investment Advisors
Pennsylvania
$497K +$275K +595 +119%
FW
3766
Fidato Wealth
Ohio
$496K +$506K +1,095 New
CWR
3767
Chico Wealth RIA
California
$496K +$9.7K +21 +2%
DA
3768
Drake & Associates
Wisconsin
$495K +$108K +233 +29%
PWS
3769
Proactive Wealth Strategies
Georgia
$495K
MAG
3770
Mayfair Advisory Group
Alabama
$494K
BTC
3771
Bank & Trust Company
Illinois
$493K +$14.3K +31 +3%
GWA
3772
Gutierrez Wealth Advisory
Arkansas
$493K +$502K +1,088 New
KFP
3773
Keener Financial Planning
Texas
$493K +$14.8K +32 +3%
KIG
3774
Kennedy Investment Group
New Jersey
$492K +$1.85K +4 +0.4%
CAP
3775
Columbia Advisory Partners
Washington
$491K +$36K +78 +8%

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.