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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
ET
4551
Entropy Technologies
New York
-$2.88M -6,266 Closed
FFO
4552
Fiduciary Family Office
Florida
-$2.4M -5,220 Closed
HCM
4553
Helios Capital Management
Singapore
-$2.39M -5,200 Closed
NWM
4554
Napa Wealth Management
California
-$2.38M -5,171 Closed
VAM
4555
Verity Asset Management
North Carolina
-$2.21M -4,850 Closed
FMN
4556
Financial Management Network
California
-$2.21M -4,785 Closed
RS
4557
Retirement Solution
Washington
-$2.05M -4,447 Closed
TCWA
4558
Turtle Creek Wealth Advisors
Texas
-$1.78M -3,861 Closed
MFA
4559
McClarren Financial Advisors
Pennsylvania
-$752 -3,500 Closed
LAM
4560
LECAP Asset Management
United Kingdom
-$1.56M -3,393 Closed
FGI
4561
Foresight Global Investors
New York
-$1.54M -3,356 Closed
CCM
4562
CAAS Capital Management
New York
-$1.44M -3,114 Closed
AI
4563
Atom Investors
Texas
-$1.2M -2,608 Closed
3F
4564
360 Financial
Minnesota
-$1.07M -2,324 Closed
LGA
4565
Lebenthal Global Advisors
New York
-$1.06M -2,307 Closed
AGA
4566
Accuvest Global Advisors
Utah
-$1.05M -2,275 Closed
FDP
4567
Financiere des Professionnels
Quebec, Canada
-$1.04M -2,256 Closed
RIM
4568
Redwood Investment Management
Arizona
-$1.04M -2,255 Closed
NC
4569
nVerses Capital
Florida
-$967K -2,100 Closed
MP
4570
Mangrove Partners
Connecticut
-$958K -2,081 Closed
VanEck Associates
4571
VanEck Associates
New York
-$957K -2,079 Closed
GPW
4572
Gentry Private Wealth
Kansas
-$914K -1,986 Closed
CG
4573
Cynosure Group
Utah
-$909K -1,976 Closed
AC
4574
AXQ Capital
New Jersey
-$780K -1,695 Closed
PP
4575
Paloma Partners
Connecticut
-$748K -1,626 Closed

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.