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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
HW
3801
Hamilton Wealth
California
$464K -$11.5K -25 -2%
SICM
3802
Sustainable Insight Capital Management
New York
$464K
SR
3803
Syntax Research
Florida
$464K
NWMP
3804
Noble Wealth Management PBC
Colorado
$463K +$472K +1,022 New
AWA
3805
Alaska Wealth Advisors
Alaska
$462K -$9.23K -20 -2%
BWM
3806
BCO Wealth Management
New Mexico
$462K +$471K +1,019 New
RF
3807
Roxbury Financial
New Jersey
$462K +$441K +956 New
BMD
3808
Better Money Decisions
New Mexico
$460K
IF
3809
IRON Financial
Illinois
$459K
DFCM
3810
Dark Forest Capital Management
Puerto Rico
$459K -$1.92M -4,164 -80%
APA
3811
Astoria Portfolio Advisors
New York
$458K +$470K +1,018 New
BC
3812
Barrett & Company
Rhode Island
$458K +$149K +323 +47%
RF
3813
RHS Financial
California
$457K
GPA
3814
Guidance Point Advisors
Massachusetts
$457K -$26.8K -58 -5%
UAML
3815
US Asset Management LLC
Pennsylvania
$456K -$32.3K -70 -6%
DAC
3816
Dividend Assets Capital
South Carolina
$456K
AWM
3817
Avondale Wealth Management
Texas
$456K +$25.4K +55 +6%
WAL
3818
W Advisors LLC
Tennessee
$455K +$4.62K +10 +1%
CWM
3819
Cranbrook Wealth Management
Michigan
$455K
CWA
3820
CM Wealth Advisors
Ohio
$454K
PFA
3821
Pinnacle Family Advisors
Missouri
$454K +$5.08K +11 +1%
GA
3822
Greenhaven Associates
New York
$454K
GWI
3823
Grace & White Inc
New York
$453K
NOCM
3824
Night Owl Capital Management
Connecticut
$453K
BCM
3825
Bienville Capital Management
New York
$453K +$462K +1,000 New

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.