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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
LFG
4076
Lockerman Financial Group
California
$326K
AWM
4077
Accredited Wealth Management
Kentucky
$326K +$332K +720 New
SCM
4078
Stevens Capital Management
Pennsylvania
$326K -$1.55M -3,363 -82%
HIF
4079
Hill Island Financial
Michigan
$324K
BRIA
4080
Balanced Rock Investment Advisors
Massachusetts
$324K +$16.2K +35 +5%
MM
4081
Meridian Management
Arkansas
$324K +$39.2K +85 +13%
NFG
4082
Northeast Financial Group
Pennsylvania
$324K
LF
4083
LifePlan Financial
Minnesota
$323K -$424K -918 -56%
HC
4084
Headland Capital
South Carolina
$323K +$329K +712 New
EIA
4085
Eastover Investment Advisors
North Carolina
$322K
WMWM
4086
Wilkins Miller Wealth Management
Alabama
$321K +$327K +709 New
SA
4087
Scarborough Advisors
Maryland
$321K
AC
4088
Asio Capital
Kentucky
$320K -$43.4K -94 -12%
KFS
4089
Kaizen Financial Strategies
California
$320K +$9.23K +20 +3%
BC
4090
Brio Consultants
California
$320K -$112K -242 -26%
CFG
4091
Copley Financial Group
California
$318K +$4.62K +10 +1%
OPOWM
4092
One Plus One Wealth Management
Florida
$318K
TS
4093
Tamar Securities
California
$317K -$40.2K -87 -11%
MC
4094
Maren Capital
Illinois
$317K
SAM
4095
Sompo Asset Management
Japan
$317K +$323K +700 New
LRIC
4096
Long Road Investment Counsel
Michigan
$317K
RWM
4097
Refined Wealth Management
Utah
$316K
WMA
4098
William Mack & Associates
Michigan
$316K +$322K +698 New
HWM
4099
HighMark Wealth Management
Minnesota
$316K +$128K +277 +66%
SNWA
4100
Siligmueller & Norvid Wealth Advisors
Illinois
$315K +$321K +696 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.