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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
NME
4201
Notis-McConarty Edward
$272K
WB
4202
West Bancorporation
Iowa
$272K
LAI
4203
Legal Advantage Investments
California
$272K +$46.2K +100 +20%
BNMT
4204
Bawa N Mallick Trust
New York
$272K +$277K +600 New
S
4205
SharpePoint
Arizona
$272K +$277K +600 New
CWD
4206
Clarity Wealth Development
Oregon
$270K +$266K +577 New
APW
4207
Aventura Private Wealth
Florida
$270K +$275K +596 New
PIA
4208
Petredis Investment Advisors
Pennsylvania
$270K -$5.54K -12 -2%
NWA
4209
Navis Wealth Advisors
New York
$270K
MCWA
4210
Meadow Creek Wealth Advisors
Georgia
$269K -$23.1K -50 -8%
SCA
4211
St. Clair Advisors
Ohio
$269K -$30K -65 -10%
MWM
4212
MinichMacGregor Wealth Management
New York
$269K +$7.85K +17 +3%
WAM
4213
Walker Asset Management
Missouri
$268K +$10.2K +22 +4%
EMB
4214
Elefante Mark B
$268K +$273K +592 New
VIA
4215
Virtus Investment Advisers
Connecticut
$267K
CAM
4216
Clarity Asset Management
Iowa
$267K -$923 -2 -0.3%
AWA
4217
Aquire Wealth Advisors
Utah
$267K +$272K +589 New
LI
4218
LifeWealth Investments
Florida
$267K +$272K +589 New
NCM
4219
Narwhal Capital Management
Georgia
$266K
DWA
4220
Delap Wealth Advisory
Oregon
$265K -$923 -2 -0.3%
RCM
4221
Requisite Capital Management
Texas
$264K +$269K +583 New
PCWA
4222
Pacific Capital Wealth Advisors
California
$264K -$4.16K -9 -2%
CA
4223
CWC Advisors
Oregon
$264K +$462 +1 +0.2%
VWM
4224
Verus Wealth Management
Wisconsin
$263K +$268K +581 New
BBW
4225
Blue Barn Wealth
Utah
$262K -$6.93K -15 -3%

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.