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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
AC
4101
AWM Capital
Arizona
$315K +$16.2K +35 +5%
MIM
4102
Montgomery Investment Management
Maryland
$315K
FBT
4103
First Bankers Trust
Kentucky
$314K -$13.9K -30 -4%
PSA
4104
Plum Street Advisors
Louisiana
$313K +$46.2K +100 +17%
GK
4105
Graney & King
New York
$313K +$319K +690 New
ACM
4106
Alamar Capital Management
California
$312K
BWS
4107
Buck Wealth Strategies
Colorado
$312K +$318K +689 New
PD
4108
Planning Directions
Pennsylvania
$312K -$19.9K -43 -6%
BAM
4109
Beaumont Asset Management
Texas
$312K
HWMC
4110
Heritage Wealth Management (California)
California
$311K +$5.08K +11 +2%
AWP
4111
Astra Wealth Partners
New Jersey
$310K +$316K +685 New
PAM
4112
Peninsula Asset Management
Florida
$309K
RAS
4113
RPS Advisory Solutions
Kentucky
$309K
FL
4114
FreeGulliver LLC
Louisiana
$308K -$140K -303 -31%
LC
4115
Luminist Capital
Michigan
$308K +$314K +680 New
BMC
4116
Bear Mountain Capital
Washington
$308K
TFCP
4117
Twin Focus Capital Partners
Massachusetts
$308K -$23.1K -50 -7%
APW
4118
Acima Private Wealth
Virginia
$308K
KCM
4119
Kendall Capital Management
Maryland
$307K -$4.62K -10 -1%
OC
4120
OxenFree Capital
Florida
$306K +$312K +676 New
CCA
4121
Conservest Capital Advisors
Pennsylvania
$306K -$923 -2 -0.3%
T
4122
Tableaux
Massachusetts
$305K +$311K +673 New
MFP
4123
Meridian Financial Partners
Virginia
$305K +$4.62K +10 +2%
TFA
4124
Tobias Financial Advisors
Florida
$305K
SFPG
4125
Stonebridge Financial Planning Group
Florida
$304K -$27.2K -59 -8%

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.