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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
GW
3876
Griffith & Werner
Georgia
$428K +$436K +945 New
CSWM
3877
Cassady Schiller Wealth Management
Ohio
$427K +$54.5K +118 +14%
BWM
3878
Brickley Wealth Management
California
$427K -$7.85K -17 -2%
LGW
3879
Leslie Global Wealth
Illinois
$427K +$5.54K +12 +1%
HBS
3880
Howard Bailey Securities
Indiana
$426K +$69.3K +150 +19%
CCC
3881
Chelsea Counsel Company
California
$426K
CWM
3882
C2C Wealth Management
Arizona
$424K
BFM
3883
Boothbay Fund Management
New York
$423K +$23.1K +50 +6%
VBA
3884
von Borstel & Associates
Oregon
$423K +$36K +78 +9%
BC
3885
Barnett & Company
Tennessee
$423K +$431K +933 New
DP
3886
Divergent Planning
Maryland
$422K
CIR
3887
Clear Investment Research
Georgia
$422K +$6K +13 +1%
SCM
3888
Stordahl Capital Management
Colorado
$422K +$189K +410 +79%
IIA
3889
Integral Investment Advisors
California
$421K
KWMG
3890
King Wealth Management Group
Florida
$421K +$429K +929 New
AFS
3891
Axiom Financial Strategies
Indiana
$420K
BCMO
3892
Buckingham Capital Management (Ohio)
Ohio
$419K -$185K -400 -30%
IIM
3893
Ipswich Investment Management
Massachusetts
$419K
PA
3894
Prism Advisors
California
$419K
IAS
3895
Investment Advisory Services
Texas
$418K
CGFA
3896
Colton Groome Financial Advisors
North Carolina
$417K -$41.6K -90 -9%
GBFP
3897
Golden Bell Financial Planning
Georgia
$416K +$424K +918 New
ZAM
3898
Zevin Asset Management
Massachusetts
$416K +$1.39K +3 +0.3%
AWP
3899
Accretive Wealth Partners
New Jersey
$416K
WWP
3900
Wise Wealth Partners
Arizona
$415K +$422K +915 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.