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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
ITB
3826
Idaho Trust Bank
Idaho
$453K
CWMS
3827
Cannon Wealth Management Services
North Carolina
$453K -$6K -13 -1%
HGERS
3828
Householder Group Estate & Retirement Specialist
Arizona
$452K -$1.56M -3,382 -77%
PDM
3829
Penn Davis McFarland
Texas
$452K -$1.85K -4 -0.4%
JC
3830
JBGlobal.com
New York
$451K +$459K +995 New
UIM
3831
Unified Investment Management
Georgia
$451K +$459K +995 New
TLA
3832
Tanglewood Legacy Advisors
Texas
$451K +$221K +478 +93%
DAS
3833
DMKC Advisory Services
Iowa
$450K +$459K +993 New
IAMOG
3834
Investors Asset Management of Georgia
Georgia
$449K
RFW
3835
Rainier Family Wealth
Washington
$448K +$457K +989 New
AA
3836
ArborFi Advisors
Michigan
$448K +$456K +988 New
IWS
3837
Insight Wealth Strategies
California
$447K +$237K +514 +109%
AWM
3838
Affinity Wealth Management
Delaware
$446K
MTWM
3839
Masso Torrence Wealth Management
New Jersey
$446K +$13.9K +30 +3%
SWM
3840
Shakespeare Wealth Management
Wisconsin
$445K +$108K +234 +31%
PP
3841
Postrock Partners
Oregon
$445K +$453K +981 New
PWM
3842
Purus Wealth Management
California
$444K -$13.9K -30 -3%
LF
3843
Lighthouse Financial
Florida
$444K +$452K +980 New
NFA
3844
Northwest Financial Advisors
Virginia
$443K +$84.5K +183 +23%
LCG
3845
Lynx Capital Group
Ohio
$442K
ACM
3846
Advance Capital Management
Michigan
$442K +$35.6K +77 +9%
TFA
3847
Toth Financial Advisory
Virginia
$441K
GPW
3848
Gray Private Wealth
Massachusetts
$441K +$6.46K +14 +1%
FFWM
3849
Future Financial Wealth Management
Ohio
$441K
NJBEST
3850
New Jersey Better Educational Savings Trust
New Jersey
$441K

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.