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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
LI
4026
LVZ Inc
Michigan
$354K
EFA
4027
Edge Financial Advisors
Illinois
$354K +$32.3K +70 +10%
LWM
4028
Latko Wealth Management
Illinois
$353K
IWA
4029
IVC Wealth Advisors
Pennsylvania
$351K +$3.69K +8 +1%
Betterment LLC
4030
Betterment LLC
New York
$351K +$42.9K +93 +14%
JFG
4031
JDM Financial Group
Texas
$350K -$30.5K -66 -8%
MF
4032
Meridian Financial
Massachusetts
$350K -$6.93K -15 -2%
CP
4033
Covenant Partners
Tennessee
$350K +$6.46K +14 +2%
HIMS
4034
Hager Investment Management Services
New Hampshire
$349K +$356K +771 New
KDA
4035
Kraft Davis & Associates
Missouri
$349K
HGA
4036
Hobbs Group Advisors
South Carolina
$349K +$10.2K +22 +3%
IWP
4037
Invenio Wealth Partners
Florida
$348K
MAG
4038
Members Advisory Group
New York
$346K +$151K +327 +75%
PMIA
4039
Patrick Mauro Investment Advisor
Illinois
$345K
AWP
4040
Axis Wealth Partners
Rhode Island
$345K +$352K +762 New
LCM
4041
Landscape Capital Management
New Jersey
$344K -$410K -887 -54%
1IA
4042
1834 Investment Advisors
Wisconsin
$344K +$5.54K +12 +2%
CB
4043
Community Bank
New York
$344K -$9.23K -20 -3%
PGF
4044
Plan Group Financial
Oklahoma
$344K
MPPLM
4045
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$342K
MAV
4046
Mason & Associates (Virginia)
Virginia
$342K +$32.3K +70 +10%
OSNBOA
4047
Old Second National Bank of Aurora
Illinois
$342K +$6.46K +14 +2%
Mawer Investment Management
4048
Mawer Investment Management
Alberta, Canada
$340K
OWMIAS
4049
One Wealth Management Investment & Advisory Services
Florida
$340K
WFC
4050
Western Financial Corp
California
$340K +$78.5K +170 +29%

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.