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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
GAB
3776
German American Bancorp
Indiana
$490K +$13.9K +30 +3%
CC
3777
Climber Capital
Switzerland
$490K +$500K +1,082 New
DWM
3778
Daner Wealth Management
Georgia
$490K +$479K +1,037 New
RWM
3779
Rockline Wealth Management
New York
$489K
MAM
3780
MMA Asset Management
Pennsylvania
$489K -$254K -551 -34%
JPLA
3781
Joseph P. Lucia & Associates
New York
$489K +$41.6K +90 +9%
IPWA
3782
International Private Wealth Advisors
California
$486K +$495K +1,072 New
IA
3783
IFS Advisors
Kansas
$485K +$198K +429 +67%
QP
3784
Quartz Partners
New York
$484K +$5.08K +11 +1%
PIN
3785
Prudent Investors Network
California
$482K
OFO
3786
OneAscent Family Office
Alabama
$480K +$489K +1,058 New
PSFG
3787
Park Square Financial Group
Georgia
$478K +$487K +1,055 New
VWM
3788
Vigilare Wealth Management
Arizona
$478K
MSWM
3789
Mowery & Schoenfeld Wealth Management
Illinois
$476K -$839K -1,817 -63%
OPW
3790
Oxler Private Wealth
New York
$476K
PFM
3791
Peak Financial Management
Massachusetts
$473K -$115K -250 -19%
DLHL
3792
Donald L. Hagan LLC
Florida
$472K
PWA
3793
Peterson Wealth Advisors
Utah
$472K +$21.7K +47 +5%
FAM
3794
Flaharty Asset Management
Florida
$470K
SJIM
3795
St. Johns Investment Management
Florida
$469K +$87.3K +189 +22%
HFRG
3796
Houlihan Financial Resource Group
Virginia
$468K
SSW
3797
Stone Summit Wealth
Florida
$466K -$32.3K -70 -6%
BWCS
3798
Beirne Wealth Consulting Services
Connecticut
$466K
PCM
3799
Payne Capital Management
New York
$466K +$475K +1,028 New
AAM
3800
American Asset Management
Florida
$465K -$1.39K -3 -0.3%

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.