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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
PA
4401
PSI Advisors
Florida
$178K -$10.6K -23 -6%
1L
4402
10Elms LLP
Oklahoma
$177K +$180K +390 New
SC
4403
Steph & Co
Wisconsin
$176K -$20.8K -45 -10%
GCS
4404
Gordian Capital (Singapore)
Singapore
$176K
DCBT
4405
Dakota Community Bank & Trust
North Dakota
$176K +$44.8K +97 +33%
WFA
4406
West Financial Advisors
Iowa
$175K +$46.2K +100 +35%
CCMW
4407
Cypress Capital Management (Wyoming)
Wyoming
$173K
FDW
4408
Fourth Dimension Wealth
Ohio
$171K +$174K +377 New
RTL
4409
Red Tortoise LLC
Georgia
$170K
PIS
4410
POM Investment Strategies
North Carolina
$170K
SC
4411
Sawyer & Company
Massachusetts
$168K +$41.6K +90 +32%
DF
4412
DecisionPoint Financial
Arizona
$166K +$462 +1 +0.3%
AF
4413
Atala Financial
California
$163K +$166K +360 New
CPL
4414
Capital & Planning LLC
Georgia
$161K +$164K +356 New
GWMI
4415
Guardian Wealth Management (Illinois)
Illinois
$161K -$2.77K -6 -2%
AEPWM
4416
Atlantic Edge Private Wealth Management
Florida
$152K
HHGA
4417
Halbert Hargrove Global Advisors
California
$151K +$154K +333 New
MTC
4418
Matrix Trust Company
Colorado
$150K +$153K +331 New
PCM
4419
Perritt Capital Management
Illinois
$146K
BFS
4420
Burkett Financial Services
South Carolina
$144K -$78K -169 -35%
RAM
4421
Ramirez Asset Management
New York
$136K
LIS
4422
Legacy Investment Solutions
Idaho
$133K -$1.39K -3 -1%
LWMI
4423
Legacy Wealth Management (Idaho)
Idaho
$133K -$1.39K -3 -1%
RWM
4424
Ruedi Wealth Management
Illinois
$131K
CWM
4425
Copia Wealth Management
Oregon
$131K +$133K +288 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.