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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
DWA
4126
Delos Wealth Advisors
Texas
$304K +$32.3K +70 +12%
ECG
4127
EPIQ Capital Group
California
$304K
LC
4128
Lavaca Capital
Texas
$304K
SWM
4129
Seed Wealth Management
Illinois
$303K
AIM
4130
Arcadia Investment Management
Michigan
$303K +$92.3K +200 +43%
MAM
4131
McCarthy Asset Management
California
$302K
CG
4132
Clifford Group
Massachusetts
$302K
SWR
4133
Spahn Wealth & Retirement
Arizona
$301K +$307K +664 New
M
4134
MATAURO
New York
$301K +$306K +663 New
OFG
4135
OmniStar Financial Group
North Carolina
$299K
BG
4136
Bollard Group
Massachusetts
$299K
FWM
4137
FFT Wealth Management
Pennsylvania
$297K +$48.5K +105 +19%
IRC
4138
Investors Research Corp
Georgia
$296K +$7.85K +17 +3%
MSWMA
4139
Market Street Wealth Management Advisors
Indiana
$296K +$23.5K +51 +8%
FWC
4140
First Washington Corp
Washington
$295K
OBWP
4141
O'Brien Wealth Partners
Massachusetts
$295K
KFS
4142
Kelly Financial Services
Massachusetts
$294K +$462 +1 +0.2%
SRWM
4143
Shira Ridge Wealth Management
California
$294K +$13.9K +30 +5%
ACA
4144
American Capital Advisory
Idaho
$293K
FCMT
4145
Founders Capital Management (Texas)
Texas
$292K
CTC
4146
Corundum Trust Company
South Dakota
$291K -$12.9K -28 -4%
BW
4147
BostonPremier Wealth
Massachusetts
$291K +$297K +643 New
MAS
4148
MPWM Advisory Solutions
Georgia
$291K +$296K +641 New
CSA
4149
Cottage Street Advisors
Massachusetts
$290K +$46.2K +100 +19%
PWP
4150
Precedent Wealth Partners
Texas
$289K -$40.6K -88 -12%

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.