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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
RC
4151
Rovin Capital
Arizona
$288K +$26.8K +58 +10%
SL
4152
Salomon & Ludwin
Virginia
$288K -$40.2K -87 -12%
STFP
4153
Signal Tree Financial Partners
Ohio
$288K +$293K +635 New
PWP
4154
Phillips Wealth Planners
Mississippi
$287K
SC
4155
Schulhoff & Co
Ohio
$287K
FCC
4156
Flower City Capital
New York
$286K
SWP
4157
Significant Wealth Partners
Illinois
$286K +$23.1K +50 +9%
RCA
4158
Runnymede Capital Advisors
Ohio
$286K +$292K +632 New
SFC
4159
Swisher Financial Concepts
Ohio
$286K -$2.31K -5 -0.8%
CW
4160
Code Waechter
Florida
$286K -$12K -26 -4%
SIP
4161
Sellwood Investment Partners
Oregon
$285K +$290K +629 New
WAN
4162
Wealth Advisors Northwest
Oregon
$284K +$290K +627 New
AFS
4163
AFG Fiduciary Services
Massachusetts
$284K
BSAM
4164
Blue Square Asset Management
New York
$284K
LWMNY
4165
Landmark Wealth Management (New York)
New York
$283K
VPP
4166
Vertex Planning Partners
Illinois
$282K +$16.6K +36 +6%
LWA
4167
LifeGoal Wealth Advisors
New York
$282K +$288K +623 New
VFA
4168
Values First Advisors
Tennessee
$281K +$287K +621 New
PP
4169
PFS Partners
New Jersey
$281K -$43.4K -94 -13%
GWAM
4170
Guardian Wealth Advisors (Minnesota)
Minnesota
$281K -$4.62K -10 -2%
TWM
4171
TSA Wealth Management
Texas
$280K +$21.2K +46 +8%
GOCP
4172
Great Oak Capital Partners
Massachusetts
$280K -$49.4K -107 -14%
EF
4173
Exeter Financial
Arizona
$280K -$60K -130 -17%
HP
4174
Haven Private
Florida
$280K +$285K +617 New
MSA
4175
Marathon Strategic Advisors
Pennsylvania
$279K

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.