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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
IFU
4601
iSAM Funds (UK)
United Kingdom
-$242K -526 Closed
BCM
4602
Beck Capital Management
Texas
-$241K -525 Closed
SWAG
4603
Spectrum Wealth Advisory Group
California
-$237K -514 Closed
PI
4604
Parkside Investments
Illinois
-$228K -495 Closed
WG
4605
Winton Group
United Kingdom
-$226K -492 Closed
HIA
4606
Harvest Investment Advisors
Florida
-$223K -485 Closed
TWM
4607
Tolleson Wealth Management
Texas
-$220K -479 Closed
PCIG
4608
Partners Capital Investment Group
Massachusetts
-$211K -459 Closed
AWP
4609
Avid Wealth Partners
Texas
-$207K -449 Closed
TFA
4610
TPG Financial Advisors
Oregon
-$207K -449 Closed
MHB
4611
Midwest Heritage Bank
Iowa
-$205K -446 Closed
MAWAG
4612
Mid-American Wealth Advisory Group
Missouri
-$202K -438 Closed
SC
4613
Shearwater Capital
Colorado
-$202K -438 Closed
DWS
4614
Dynamic Wealth Strategies
California
-$180K -390 Closed
MIM
4615
Macroview Investment Management
Maryland
-$167K -362 Closed
FIA
4616
FNY Investment Advisers
New York
-$138K -300 Closed
SAM
4617
Sycomore Asset Management
France
-$91K -200 Closed
SHIM
4618
Stone House Investment Management
Pennsylvania
-$56.6K -123 Closed
KC
4619
Kepos Capital
New York
-$35K -76 Closed
PH
4620
Pinnacle Holdings
Oklahoma
-$23.5K -51 Closed
BCM
4621
Basso Capital Management
Connecticut
-$20.7K -45 Closed
QL
4622
Quarry LP
New York
-$19.3K -42 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.