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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
WMWM
3926
Whitaker-Myers Wealth Managers
Ohio
$400K +$408K +883 New
1CP
3927
17 Capital Partners
Arizona
$399K
BB
3928
Berkshire Bank
Massachusetts
$399K -$71.6K -155 -15%
OPWM
3929
Oxinas Partners Wealth Management
Indiana
$399K +$29.1K +63 +8%
CIP
3930
Capital Insight Partners
Arizona
$398K -$133K -287 -25%
MWP
3931
Moller Wealth Partners
$398K
CCA
3932
Carrera Capital Advisors
Michigan
$397K -$5.08K -11 -1%
GWA
3933
Gibson Wealth Advisors
Texas
$397K
CPG
3934
Cornerstone Planning Group
New Jersey
$396K +$9.7K +21 +3%
NI
3935
NDVR Inc
Massachusetts
$396K +$45.3K +98 +13%
WFAG
3936
Worth Financial Advisory Group
North Carolina
$395K -$11.5K -25 -3%
EA
3937
Echo45 Advisors
California
$395K +$11.1K +24 +3%
TFG
3938
Tull Financial Group
Virginia
$394K +$33.7K +73 +9%
AFTS
3939
American Financial & Tax Strategies
New York
$393K
MEAC
3940
M.E. Allison & Co
Texas
$393K +$401K +868 New
LFP
3941
Lakeshore Financial Planning
Michigan
$393K
SPF
3942
South Plains Financial
Texas
$393K +$400K +867 New
JAIC
3943
Josh Arnold Investment Consultant
Minnesota
$392K -$57.7K -125 -13%
ASW
3944
Astoria Strategic Wealth
Texas
$392K
MG
3945
MilWealth Group
Wisconsin
$391K +$344K +745 +631%
BIG
3946
Builder Investment Group
Georgia
$391K -$16.2K -35 -4%
NLWP
3947
Next Level Wealth Planning
Idaho
$390K +$397K +860 New
PWMG
3948
Pinnacle Wealth Management Group
Michigan
$389K
ACM
3949
Aljian Capital Management
Nevada
$388K
GFG
3950
Grantvest Financial Group
New Jersey
$388K +$395K +855 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.