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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
PCA
3951
Providence Capital Advisors
North Carolina
$386K -$3.23K -7 -0.8%
AA
3952
AlphaMark Advisors
Kentucky
$385K +$50.8K +110 +15%
ES
3953
ETF Store
Kansas
$385K +$93.7K +203 +31%
CC
3954
Cypress Capital
Tennessee
$384K +$391K +847 New
LWA
3955
Lifelong Wealth Advisors
Minnesota
$384K +$391K +847 New
CCM
3956
Carderock Capital Management
Maryland
$383K -$2.31K -5 -0.6%
HA
3957
HFG Advisors
Ohio
$383K
FA
3958
Fortis Advisors
Pennsylvania
$383K -$923 -2 -0.2%
KWA
3959
Kondo Wealth Advisors
California
$383K +$390K +844 New
VWM
3960
Valley Wealth Managers
New Jersey
$381K -$46.2K -100 -11%
EA
3961
Enclave Advisors
Texas
$381K -$23.1K -50 -6%
AIA
3962
Affinity Investment Advisors
California
$379K -$41.6K -90 -10%
BA
3963
BIP Alliance
Georgia
$379K +$386K +837 New
RA
3964
Resolute Advisors
California
$379K +$386K +836 New
PA
3965
Promethium Advisors
Maryland
$378K +$9.23K +20 +2%
HWM
3966
Hobbs Wealth Management
Indiana
$377K +$384K +832 New
MIA
3967
MainStreet Investment Advisors
Illinois
$377K
PWA
3968
Primoris Wealth Advisors
Florida
$376K -$40.2K -87 -9%
CBT
3969
Central Bank & Trust
Kentucky
$375K
HWM
3970
Howard Wealth Management
Connecticut
$375K -$25.4K -55 -6%
FWM
3971
FSA Wealth Management
Massachusetts
$375K
FWS
3972
FinDec Wealth Services
California
$375K +$133K +289 +54%
SFI
3973
SPC Financial Inc
Maryland
$374K +$156K +337 +69%
BCA
3974
Bay Capital Advisors
Virginia
$374K +$381K +825 New
LWM
3975
Level Wealth Management
North Carolina
$374K +$381K +825 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.