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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
LA
4376
Lane & Associates
New Jersey
$208K -$244K -529 -54%
JWM
4377
Jeppson Wealth Management
California
$207K -$5.08K -11 -2%
TIM
4378
Thompson Investment Management
Wisconsin
$207K +$132K +285 +167%
FPWM
4379
Five Pine Wealth Management
Idaho
$207K +$211K +456 New
SPI
4380
Santori & Peters Inc
Pennsylvania
$206K
BWM
4381
Blossom Wealth Management
California
$206K +$210K +455 New
DIA
4382
Davidson Investment Advisors
Montana
$206K +$210K +454 New
CW
4383
Curio Wealth
Maryland
$205K +$209K +452 New
CB
4384
Chris Bulman
California
$204K +$208K +451 New
RFMS
4385
RWQ Financial Management Services
Florida
$204K
FNWA
4386
Financial Network Wealth Advisors
Utah
$204K -$1M -2,169 -83%
KC
4387
Kades & Cheifetz
Pennsylvania
$203K -$320K -692 -61%
GC
4388
Grange Capital
Oregon
$203K +$206K +447 New
NA
4389
Novus Advisors
South Carolina
$203K +$206K +447 New
AAM
4390
Austin Asset Management
Texas
$202K -$60.5K -131 -23%
BIP
4391
Blue Investment Partners
California
$202K +$206K +446 New
RS
4392
Rakuten Securities
Japan
$201K -$102K -220 -33%
SFA
4393
Seneca Financial Advisors
New York
$200K +$204K +442 New
GLF
4394
Groupe la Francaise
France
$195K +$208K +450 New
MB
4395
Mizuho Bank
Japan
$195K
UOTTAIMCU
4396
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$190K
MCM
4397
MidAtlantic Capital Management
Virginia
$184K
LWA
4398
Lowe Wealth Advisors
Maryland
$184K +$103K +223 +123%
Marshall Wace
4399
Marshall Wace
United Kingdom
$181K -$139K -300 -43%
HC
4400
Hoese & Co
Minnesota
$181K

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.