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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
3976
Manchester Capital Management
Vermont
$374K
DRD
3977
Dennis R. Delaney
$372K -$9.23K -20 -2%
HSWS
3978
Higgins & Schmidt Wealth Strategies
Colorado
$372K -$4.62K -10 -1%
KCAM
3979
Kagan Cocozza Asset Management
New Jersey
$372K +$379K +820 New
CCP
3980
Clarity Capital Partners
California
$371K +$3.69K +8 +1%
CWA
3981
Clearview Wealth Advisors
Oregon
$371K -$91.9K -199 -20%
CC
3982
Citrine Capital
California
$371K +$378K +818 New
RA
3983
Ruggaard & Associates
Ohio
$369K +$12K +26 +3%
CKAIS
3984
Christensen King & Associates Investment Services
Washington
$369K +$923 +2 +0.2%
MWA
3985
Mills Wealth Advisors
Texas
$369K +$4.16K +9 +1%
APC
3986
Aspire Private Capital
North Carolina
$368K
JSA
3987
Jacobson & Schmitt Advisors
Wisconsin
$368K
LBWM
3988
Left Brain Wealth Management
Illinois
$368K -$17.1K -37 -4%
SCP
3989
Shorepoint Capital Partners
Massachusetts
$368K +$923 +2 +0.2%
KFGG
3990
Keystone Financial Group (Georgia)
Georgia
$368K +$374K +811 New
HIP
3991
Harrell Investment Partners
Texas
$367K
EMC
3992
Everest Management Corp
California
$367K +$374K +810 New
E
3993
EntreWealth
Texas
$367K +$370K +802 New
FS
3994
Ferguson Shapiro
Georgia
$367K
SIM
3995
Synergy Investment Management
Florida
$364K +$371K +804 New
CIS
3996
Connors Investor Services
Pennsylvania
$363K
FF
3997
Friedenthal Financial
New Jersey
$363K
NIA
3998
NIA Impact Advisors
California
$363K
SC
3999
Scholtz & Company
Connecticut
$363K
SCI
4000
Silver Coast Investments
United States
$363K

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.