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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
RK
4051
Rather & Kittrell
Tennessee
$339K +$6.93K +15 +2%
PFA
4052
Pathway Financial Advisors
Vermont
$338K +$18.9K +41 +6%
AAA
4053
Adams Asset Advisors
Texas
$337K
MGI
4054
MayTech Global Investments
New York
$337K -$168K -363 -33%
KFG
4055
Kingdom Financial Group
Arizona
$336K
GC
4056
GatePass Capital
Ohio
$336K +$342K +741 New
WWM
4057
Wiser Wealth Management
Georgia
$336K +$58.2K +126 +20%
DWM
4058
DKM Wealth Management
California
$336K +$342K +740 New
MWPCG
4059
Measured Wealth Private Client Group
New Hampshire
$335K -$3.69K -8 -1%
SA
4060
Stewardship Advisors
Pennsylvania
$334K +$18.9K +41 +6%
PCM
4061
Passive Capital Management
Maryland
$333K
W
4062
WorthPointe
California
$333K +$6.46K +14 +2%
ERIC
4063
Eagle Rock Investment Company
Georgia
$333K
PFS
4064
Prospect Financial Services
New York
$333K +$115K +249 +51%
MWS
4065
Maxwell Wealth Strategies
California
$332K
PS
4066
Pinney & Scofield
Massachusetts
$331K +$338K +731 New
MGWA
4067
Monument Group Wealth Advisors
Massachusetts
$331K
AWM
4068
Altus Wealth Management
Kentucky
$330K
HWM
4069
HRC Wealth Management
Idaho
$330K
GIM
4070
Grassi Investment Management
California
$329K
NWMG
4071
Nicholson Wealth Management Group
South Carolina
$329K
OAP
4072
One Advisory Partners
Kansas
$329K
BWM
4073
Biltmore Wealth Management
Arizona
$328K
FWM
4074
Foguth Wealth Management
Michigan
$327K +$34.2K +74 +12%
FWM
4075
Fonville Wealth Management
Virginia
$326K

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.