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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
DWA
4301
Delta Wealth Advisors
Indiana
$232K +$18.9K +41 +9%
CP
4302
Castleview Partners
Texas
$231K +$14.3K +31 +6%
MPWS
4303
McCarter Private Wealth Services
Massachusetts
$231K -$8.77K -19 -4%
SA
4304
SoundView Advisors
Washington
$230K +$235K +508 New
AWA
4305
AmeriServ Wealth Advisors
Pennsylvania
$229K +$234K +506 New
DWM
4306
Dechtman Wealth Management
Colorado
$229K +$233K +505 New
MDA
4307
Minot DeBlois Advisors
Massachusetts
$229K +$233K +505 New
CC
4308
Copperleaf Capital
North Carolina
$228K
O3W
4309
Omni 360 Wealth
New Jersey
$228K -$310K -672 -57%
CWA
4310
Cascade Wealth Advisors
Washington
$227K
DMC
4311
Drexel Morgan & Co
Pennsylvania
$227K
EG
4312
Ellerson Group
Maryland
$227K
FOFP
4313
Fee-Only Financial Planning
South Carolina
$227K
KB
4314
Kimelman & Baird
New York
$227K
RBCM
4315
Raub Brock Capital Management
California
$227K
RA
4316
RiverTree Advisors
Florida
$227K
SLG
4317
Stanley-Laman Group
Pennsylvania
$227K
TIAAOA
4318
Teachers Insurance & Annuity Association of America
New York
$227K
TCM
4319
Tran Capital Management
California
$227K
AWMG
4320
ADG Wealth Management Group
Louisiana
$227K +$231K +500 New
DRP
4321
Decker Retirement Planning
Utah
$227K +$231K +500 New
LFA
4322
LGT Financial Advisors
Texas
$227K +$231K +500 New
JF
4323
Joule Financial
Kentucky
$226K -$11.1K -24 -5%
FWM
4324
Forefront Wealth Management
Pennsylvania
$226K +$230K +499 New
UFF
4325
USA Financial Formulas
Michigan
$226K -$10.2K -22 -4%

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.