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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
SCM
4426
Silvant Capital Management
Georgia
$128K
FFC
4427
First Financial Corp
Indiana
$128K -$923 -2 -0.7%
NG
4428
NWK Group
California
$121K
MMCM
4429
Murphy & Mullick Capital Management
New York
$120K +$122K +265 New
SAM
4430
Sherman Asset Management
California
$118K +$120K +260 New
SWP
4431
SIMA Wealth Partners
Virginia
$116K -$7.85K -17 -6%
WA
4432
Whipplewood Advisors
Colorado
$116K +$119K +257 New
SFO
4433
Standard Family Office
South Dakota
$116K
DWM
4434
Darwin Wealth Management
Florida
$115K -$162K -351 -58%
MCI
4435
MRP Capital Investments
Georgia
$113K
GCM
4436
GKV Capital Management
California
$113K +$115K +250 New
TWD
4437
True Wealth Design
Ohio
$113K +$7.39K +16 +7%
VWA
4438
Valued Wealth Advisors
Utah
$112K +$1.85K +4 +2%
DWA
4439
Dougherty Wealth Advisers
Minnesota
$110K -$2.77K -6 -2%
RFA
4440
Reyes Financial Architecture
California
$108K +$110K +238 New
DWM
4441
Dogwood Wealth Management
Kansas
$107K +$104K +226 +2,260%
RWPA
4442
Richard W. Paul & Associates
Michigan
$106K -$923 -2 -0.9%
RWS
4443
Retirement Wealth Solutions
Wisconsin
$104K +$109K +236 New
PWA
4444
Principia Wealth Advisory
Texas
$99.3K +$101K +219 New
NOI
4445
Newton One Investments
Delaware
$98.4K +$100K +217 New
PCC
4446
Park Circle Company
Maryland
$96.1K +$97.9K +212 New
RF
4447
Robinswood Financial
Washington
$95.6K
WCM
4448
Westend Capital Management
California
$94.7K
NC
4449
NewSquare Capital
Pennsylvania
$91.1K +$37.4K +81 +68%
CFS
4450
CGC Financial Services
Oregon
$90.7K

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.