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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
CWM
3851
Collaborative Wealth Management
Florida
$440K -$1.39K -3 -0.3%
VPF
3852
Vantage Point Financial
Illinois
$439K +$447K +968 New
AFA
3853
AA Financial Advisors
Ohio
$438K
FC
3854
Fusion Capital
South Carolina
$438K +$1.85K +4 +0.4%
TCM
3855
Towneley Capital Management
California
$437K
VFIC
3856
Valley Forge Investment Consultants
Pennsylvania
$436K -$23.1K -50 -5%
TWP
3857
Triad Wealth Partners
Kansas
$435K +$443K +960 New
OC
3858
Opinicus Capital
Florida
$434K -$1.39K -3 -0.3%
SHA
3859
Seneca House Advisors
Virginia
$434K -$34.2K -74 -7%
RWMG
3860
Redwood Wealth Management Group
New Jersey
$434K +$2.31K +5 +0.5%
HR
3861
Howe & Rusling
New York
$434K
RCYC
3862
Richard C. Young & Co
Rhode Island
$433K
KPP
3863
Kings Path Partners
Texas
$433K
GAM
3864
GEM Asset Management
Michigan
$433K +$50.8K +110 +13%
MFA
3865
Morling Financial Advisors
California
$433K +$96.5K +209 +28%
CCM
3866
Cox Capital Management
Massachusetts
$431K
GGA
3867
Granite Group Advisors
Connecticut
$431K
SWM
3868
SFG Wealth Management
Maryland
$430K +$9.7K +21 +2%
SWP
3869
Semus Wealth Partners
Florida
$430K
FAM
3870
Fairtree Asset Management
South Africa
$430K +$438K +948 New
RFS
3871
Richardson Financial Services
Massachusetts
$429K -$100K -217 -19%
WWP
3872
Waypoint Wealth Partners
California
$428K -$6K -13 -1%
OA
3873
Operose Advisors
Wisconsin
$428K -$265K -575 -38%
BWM
3874
Boyd Wealth Management
California
$428K
RSS
3875
Rosenblum Silverman Sutton
California
$428K

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.