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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
TPW
4251
TL Private Wealth
Texas
$251K
CWM
4252
Centricity Wealth Management
Ohio
$251K +$256K +554 New
TS
4253
TradeWell Securities
Indiana
$251K +$256K +554 New
SPP
4254
Single Point Partners
Massachusetts
$251K -$45.3K -98 -15%
MF
4255
Manuka Financial
Virginia
$249K +$254K +550 New
PAG
4256
Paladin Advisory Group
Iowa
$249K -$27.7K -60 -10%
CTA
4257
Camelot Technology Advisors
California
$249K +$12K +26 +5%
HFS
4258
Hughes Financial Services
Virginia
$247K +$252K +545 New
PCTC
4259
Perkins Coie Trust Company
Washington
$247K
AR
4260
Apeiron RIA
Texas
$246K +$38.8K +84 +18%
SIAS
4261
Summit Investment Advisory Services
Minnesota
$246K +$7.39K +16 +3%
MC
4262
Mirabaud & Cie
Switzerland
$245K -$69.3K -150 -22%
GWM
4263
GoalFusion Wealth Management
Texas
$245K -$12.9K -28 -5%
GG
4264
GenWealth Group
New Jersey
$244K -$42.9K -93 -15%
AI
4265
Auour Investments
Massachusetts
$244K
KC
4266
Kinloch Capital
Virginia
$244K -$2.31K -5 -0.9%
PRI
4267
Prepared Retirement Institute
Pennsylvania
$244K +$13.4K +29 +6%
CPA
4268
Compass Planning Associates
Massachusetts
$243K +$247K +536 New
CCG
4269
Chatham Capital Group
Georgia
$243K
SIMC
4270
Squire Investment Management Company
Utah
$242K +$247K +534 New
VWMG
4271
Virginia Wealth Management Group
Virginia
$242K
SIA
4272
Sit Investment Associates
Minnesota
$242K
ISWM
4273
Independent Solutions Wealth Management
New York
$242K
WF
4274
Williams Financial
Vermont
$242K
FCM
4275
Fieldview Capital Management
Michigan
$242K +$246K +533 New

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.