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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
FFA
401
First Foundation Advisors
California
$59.9M -$1.1M -2,384 -2%
RRAM
402
River Road Asset Management
Kentucky
$59.4M -$14.6M -31,525 -19%
CA
403
Clearstead Advisors
Ohio
$58.9M -$472K -1,022 -0.8%
TRCT
404
Tower Research Capital (TRC)
New York
$58.2M +$35.9M +77,850 +154%
ECM
405
Elgethun Capital Management
South Dakota
$57.6M -$530K -1,148 -0.9%
AWM
406
Avior Wealth Management
Nebraska
$57.4M +$1.51M +3,279 +3%
WIM
407
Wittenberg Investment Management
Massachusetts
$57.3M -$8.81M -19,075 -13%
IMRF
408
Illinois Municipal Retirement Fund
Illinois
$57.3M +$525K +1,136 +0.9%
GCM
409
GoodHaven Capital Management
New Jersey
$57.2M +$34.6K +75 +0.1%
KRS
410
Kentucky Retirement Systems
Kentucky
$57.1M -$801K -1,734 -1%
WF
411
Welch & Forbes
Massachusetts
$56.4M -$2.15M -4,665 -4%
TCOV
412
Trust Company of Vermont
Vermont
$55.8M +$853K +1,848 +2%
FT
413
Fiduciary Trust
Massachusetts
$55.8M +$36.5K +79 +0.1%
SFM
414
Stack Financial Management
Montana
$55.8M -$608K -1,316 -1%
HWA
415
Heritage Wealth Advisors
Virginia
$55.3M -$3.61M -7,822 -6%
TNB
416
Thomasville National Bank
Georgia
$55.3M +$462K +1,000 +0.8%
CAM
417
Close Asset Management
United Kingdom
$55.1M
SDIC
418
South Dakota Investment Council
South Dakota
$55.1M
PCIA
419
Prime Capital Investment Advisors
Kansas
$55M +$3.8M +8,220 +7%
AssetMark Inc
420
AssetMark Inc
California
$54.9M +$16.4M +35,557 +42%
PCH
421
Polar Capital Holdings
United Kingdom
$54.9M +$5.2M +11,270 +10%
AIM
422
Allen Investment Management
New York
$54.8M -$17.7M -38,334 -24%
EMPI
423
Elo Mutual Pension Insurance
Finland
$54.8M -$2.28M -4,934 -4%
LI
424
Lafayette Investments
Maryland
$54.6M -$955K -2,069 -2%
BB
425
Busey Bank
Illinois
$54.6M +$1.36M +2,940 +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.