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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
NRWA
4326
North Ridge Wealth Advisors
Oregon
$226K -$87.7K -190 -28%
DF
4327
Dunhill Financial
United Kingdom
$225K +$48K +104 +27%
BIA
4328
Barry Investment Advisors
Massachusetts
$224K
SWP
4329
Summit Wealth Partners
Florida
$224K +$228K +494 New
HCWM
4330
Hidden Cove Wealth Management
Washington
$223K +$227K +492 New
WAG
4331
Wallace Advisory Group
California
$223K +$223K +484 New
ELM
4332
Elite Life Management
Florida
$223K +$3.69K +8 +2%
BBL
4333
Beck Bode LLC
Massachusetts
$223K
CIAM
4334
Caitong International Asset Management
Hong Kong
$223K +$227K +491 New
LSA
4335
Lansing Street Advisors
Pennsylvania
$223K +$227K +491 New
SPWG
4336
Sage Private Wealth Group
Illinois
$223K +$227K +491 New
SHFA
4337
SS&H Financial Advisors
Michigan
$222K
RWA
4338
Roberts Wealth Advisors
California
$221K -$60K -130 -21%
CMBA
4339
C.M. Bidwell & Associates
Hawaii
$220K
TDWM
4340
Topel & Distasi Wealth Management
California
$220K
SF
4341
Slagle Financial
Illinois
$218K +$1.85K +4 +0.8%
AIFS
4342
A&I Financial Services
Colorado
$218K +$222K +481 New
CIM
4343
Cambria Investment Management
California
$218K +$222K +481 New
KAM
4344
Kraft Asset Management
Tennessee
$218K +$3.23K +7 +1%
HFF
4345
Halter Ferguson Financial
Indiana
$218K +$222K +480 New
LPP
4346
Life Planning Partners
Florida
$217K
IWC
4347
Infinity Wealth Counsel
Ohio
$217K +$221K +479 New
OWM
4348
Orgel Wealth Management
Wisconsin
$216K
PP
4349
Pingora Partners
Wyoming
$216K
TF
4350
Tandem Financial
Colorado
$216K +$220K +476 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.