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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
GRA
4001
Golden Road Advisors
Florida
$362K
WMA
4002
Wealth Management Associates
New Jersey
$362K +$462 +1 +0.1%
IW
4003
Instrumental Wealth
Florida
$362K +$3.69K +8 +1%
WWG
4004
West Wealth Group
California
$362K -$12.5K -27 -3%
EFG
4005
Ehrlich Financial Group
California
$361K -$13.9K -30 -4%
MWM
4006
Maltin Wealth Management
New Jersey
$361K
FIS
4007
Fischer Investment Strategies
California
$361K +$368K +796 New
MP
4008
Moment Partners
California
$360K +$367K +795 New
PFA
4009
Plotkin Financial Advisors
Maryland
$360K
AA
4010
ACT Advisors
North Carolina
$360K -$47.6K -103 -11%
FBC
4011
Fairfield, Bush & Co
Connecticut
$359K -$28.2K -61 -7%
RIA
4012
Realta Investment Advisors
Delaware
$359K -$532K -1,152 -59%
CA
4013
Cannon Advisors
North Carolina
$359K +$59.1K +128 +19%
PWM
4014
Prosperity Wealth Management
California
$359K -$968K -2,097 -73%
WFS
4015
Widmann Financial Services
Maryland
$358K
JA
4016
JVL Associates
Michigan
$358K +$3.69K +8 +1%
VPWA
4017
Vestia Personal Wealth Advisors
Indiana
$358K +$41.1K +89 +13%
ACMA
4018
Arbor Capital Management (Alaska)
Alaska
$356K -$5.54K -12 -2%
CCM
4019
Chiron Capital Management
Florida
$356K
CWA
4020
Carolina Wealth Advisors
South Carolina
$356K -$331K -717 -48%
GSIS
4021
Global Strategic Investment Solutions
Arizona
$356K -$51.7K -112 -12%
OWA
4022
Oak Wealth Advisors
Illinois
$355K +$362K +784 New
ST
4023
Somerset Trust
Pennsylvania
$355K -$346K -750 -49%
LWM
4024
Lighthouse Wealth Management
Ohio
$355K +$362K +783 New
KWA
4025
Kellett Wealth Advisors
Ohio
$354K -$41.6K -90 -10%

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.