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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
CWM
4501
Consultiva Wealth Management
Puerto Rico
$24.9K +$25.4K +55 New
HEIP
4502
Hudson Edge Investment Partners
New Jersey
$22.7K
NWM
4503
Navigoe Wealth Management
California
$22K +$23.1K +50 New
TFA
4504
Transamerica Financial Advisors
Florida
$21K -$462 -1 -2%
AS
4505
Altshuler Shaham
Israel
$20.9K +$462 +1 +2%
PS
4506
PayPay Securities
Japan
$19.5K -$923 -2 -4%
FC
4507
Fiduciary Counselling
Minnesota
$19K +$19.4K +42 New
WS
4508
Wela Strategies
Georgia
$18.7K +$8.64M +18,702 New
RCM
4509
Ravenstone Capital Management
$17.2K
CF
4510
Collier Financial
Colorado
$16.3K +$16.6K +36 New
SC
4511
Stance Capital
Massachusetts
$15.9K +$16.2K +35 New
SC
4512
Solstein Capital
California
$13.6K
CJ
4513
Caitlin John
Michigan
$12.2K
BCM
4514
Birch Capital Management
Texas
$11.3K -$3.23K -7 -22%
CAIM
4515
Catherine Avery Investment Management
Florida
$9.97K +$10.2K +22 New
CI
4516
Clal Insurance
Israel
$9K +$9.23K +20 New
MCA
4517
Midwest Capital Advisors
Michigan
$8.16K +$8.31K +18 New
WA
4518
WestEnd Advisors
North Carolina
$7.71K +$1.39K +3 +21%
NS
4519
NBC Securities
Alabama
$4.94K -$5.08M -11,005 -100%
APM
4520
a16z Perennial Management
California
$4.53K
LFASL
4521
Lugano Financial Advisors SA (LFA)
Switzerland
$4.53K
CF
4522
Conquis Financial
California
$4.53K +$4.62K +10 New
FWM
4523
FLP Wealth Management
Arkansas
$1.81K +$1.85K +4 New
RJA
4524
Ross\Johnson & Associates
Minnesota
$1.81K +$1.85K +4 New
PEAK6
4525
PEAK6
Illinois
$1.53K +$1.39K +3 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.