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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
MCM
3901
Monument Capital Management
Virginia
$413K
EA
3902
Evolution Advisers
Virginia
$413K
MCM
3903
MontVue Capital Management
Virginia
$411K
MKW
3904
Mullaney, Keating & Wright
Connecticut
$410K +$8.77K +19 +2%
GCM
3905
Gunderson Capital Management
South Carolina
$409K -$130K -282 -24%
MBFW
3906
Morton Brown Family Wealth
Pennsylvania
$409K
AC
3907
Addison Capital
Pennsylvania
$409K +$2.31K +5 +0.6%
MWA
3908
Medallion Wealth Advisors
Connecticut
$409K +$391K +847 New
BCAM
3909
Boston Common Asset Management
Massachusetts
$408K -$5.08K -11 -1%
NECFA
3910
New England Capital Financial Advisors
Connecticut
$408K
CA
3911
Claris Advisors
Missouri
$407K +$78.5K +170 +23%
WLPWM
3912
Walled Lake Planning & Wealth Management
Illinois
$407K +$6K +13 +1%
MWM
3913
Manske Wealth Management
Texas
$407K +$414K +897 New
GCM
3914
Graham Capital Management
Connecticut
$406K -$2.33M -5,057 -85%
AA
3915
AJ Advisors
Tennessee
$406K +$462 +1 +0.1%
RWM
3916
Reston Wealth Management
Virginia
$406K +$102K +220 +33%
EM
3917
ELCO Management
New York
$406K
NA
3918
Note Advisors
New York
$405K +$412K +893 New
OCM
3919
Orion Capital Management
California
$404K -$9.23K -20 -2%
AZ
3920
Alpha Zero
Florida
$404K +$412K +892 New
PCP
3921
Panoramic Capital Partners
Oregon
$404K +$411K +891 New
EARNEST Partners
3922
EARNEST Partners
Georgia
$403K
PIA
3923
Pollock Investment Advisors
Michigan
$401K +$409K +885 New
FF
3924
Friday Financial
Iowa
$401K +$408K +884 New
AAS
3925
Asset Allocation Strategies
Michigan
$400K -$3.23K -7 -0.8%

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.