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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
BCFS
4176
Butensky & Cohen Financial Security
Florida
$279K
DI
4177
Disciplined Investments
Oklahoma
$279K +$6.46K +14 +2%
KA
4178
Kozak & Associates
Colorado
$278K +$29.6K +64 +12%
SWMG
4179
Signature Wealth Management Group
Georgia
$278K +$2.77K +6 +1%
Loomis, Sayles & Company
4180
Loomis, Sayles & Company
Massachusetts
$278K +$59.6K +129 +27%
WHCI
4181
W.H. Cornerstone Investments
Massachusetts
$278K -$24.5K -53 -8%
PWM
4182
Pacific Wealth Management
California
$277K
CSI
4183
Clark & Stuart Inc
Maine
$277K +$282K +610 New
AWA
4184
ARQ Wealth Advisors
Arizona
$276K -$35.6K -77 -11%
RFM
4185
Royal Fund Management
Florida
$276K -$12.5K -27 -4%
RIM
4186
Reliant Investment Management
Tennessee
$276K
I
4187
InvesTrust
Oklahoma
$275K +$281K +608 New
AV
4188
Aspiring Ventures
Ohio
$275K +$271K +587 New
SGWM
4189
Sterling Group Wealth Management
California
$274K
CFO
4190
Custos Family Office
Texas
$274K +$279K +605 New
LD
4191
Lipe & Dalton
New York
$274K
BFP
4192
Brewster Financial Planning
New York
$274K
HPFG
4193
Hart & Patterson Financial Group
Massachusetts
$274K -$923 -2 -0.3%
KWM
4194
Kaydan Wealth Management
Michigan
$273K
ASG
4195
Ariston Services Group
California
$273K
CPW
4196
Cove Private Wealth
New York
$273K +$278K +602 New
LSA
4197
Lion Street Advisors
Texas
$273K -$8.31K -18 -3%
PWA
4198
PCG Wealth Advisors
Kansas
$272K +$17.5K +38 +7%
FFL
4199
Financial Freedom LLC
Ohio
$272K
MCG
4200
McCollum Christoferson Group
New York
$272K

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.