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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
WM
4226
Whitford Management
New York
$262K -$105K -228 -28%
KIC
4227
Keating Investment Counselors
Florida
$261K
RFO
4228
RiverGlades Family Offices
Florida
$261K
CBB
4229
Citizens Business Bank
California
$260K -$180K -389 -68%
SHFP
4230
Second Half Financial Partners
Florida
$259K -$13.4K -29 -5%
DFS
4231
Dixon Fnancial Services
California
$259K +$264K +571 New
MWM
4232
Momentous Wealth Management
Washington
$259K +$264K +571 New
EMAM
4233
Encompass More Asset Management
California
$258K +$41.1K +89 +19%
AWP
4234
Ascent Wealth Partners
New York
$258K
LA
4235
LPF Advisors
Florida
$258K
BO
4236
Bank OZK
Arkansas
$257K -$12K -26 -4%
HIA
4237
HTG Investment Advisors
Connecticut
$257K -$163K -353 -38%
GWSA
4238
Global Wealth Strategies & Associates
Colorado
$257K -$2.77K -6 -1%
NCG
4239
Newport Capital Group
New Jersey
$256K -$4.16K -9 -2%
EC
4240
EntryPoint Capital
New York
$255K +$57.7K +125 +29%
WCM
4241
Winthrop Capital Management
Indiana
$255K +$1.39K +3 +0.5%
HKIMG
4242
Hutchens & Kramer Investment Management Group
Indiana
$255K
BOJHT
4243
Bank of Jackson Hole Trust
Wyoming
$255K +$259K +562 New
CWMA
4244
Capstone Wealth Management (Alabama)
Alabama
$255K +$259K +562 New
CWAF
4245
Core Wealth Advisors (Florida)
Florida
$254K +$13.9K +30 +6%
MSCM
4246
McElhenny Sheffield Capital Management
Texas
$254K +$18K +39 +7%
SSWG
4247
Seven Springs Wealth Group
Tennessee
$253K +$258K +559 New
EC
4248
Eaton-Cambridge
Arizona
$253K +$258K +558 New
SIA
4249
Stegner Investment Associates
Kentucky
$252K
SWMG
4250
Sard Wealth Management Group
Georgia
$252K +$36.9K +80 +17%

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.