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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
ICP
476
Ironvine Capital Partners
Nebraska
$47M -$3.23K -7 -0%
GIBU
477
Gulf International Bank (UK)
United Kingdom
$46.8M -$508K -1,101 -1%
AM
478
AGF Management
Ontario, Canada
$46.5M -$12.7M -27,553 -21%
GD
479
Grandfield & Dodd
New York
$46.5M +$116K +252 +0.2%
SWA
480
SFMG Wealth Advisors
Texas
$45.8M -$514K -1,114 -1%
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$45.7M -$504K -1,092 -1%
AA
482
Ancora Advisors
Ohio
$45.6M -$188K -408 -0.4%
FRM
483
Foundation Resource Management
Arkansas
$45.5M +$241K +522 +0.5%
TBC
484
Tweedy, Browne Co
Connecticut
$45.5M -$18.7M -40,440 -29%
SYBT
485
Stock Yards Bank & Trust
Kentucky
$45.4M -$2.16M -4,675 -4%
C
486
Consulta
United Kingdom
$45.3M
MWM
487
Modera Wealth Management
New Jersey
$45.2M -$1.33M -2,887 -3%
SCM
488
Steadfast Capital Management
New York
$45.2M +$46.1M +99,739 New
BCI
489
Brinker Capital Investments
Pennsylvania
$45.1M +$2.28M +4,939 +5%
OPS
490
Orion Portfolio Solutions
Nebraska
$45.1M +$2.28M +4,939 +5%
AT
491
Avalon Trust
New Mexico
$45M +$505K +1,093 +1%
MFAM
492
Motley Fool Asset Management
Virginia
$45M +$5.7M +12,351 +14%
CIG
493
Cullen Investment Group
Louisiana
$44.9M -$261K -565 -0.6%
Parallax Volatility Advisers
494
Parallax Volatility Advisers
California
$44.9M -$22.9M -49,552 -33%
MSRPS
495
Maryland State Retirement & Pension System
Maryland
$44.8M -$2.96M -6,406 -6%
EWA
496
Exencial Wealth Advisors
Oklahoma
$44.8M -$701K -1,519 -2%
DK
497
DJE Kapital
Germany
$44.7M +$45.7M +99,039 New
LSERS
498
Louisiana State Employees Retirement System
Louisiana
$44.7M -$2.08M -4,500 -4%
SAM
499
Securian Asset Management
Minnesota
$44.7M -$1.3M -2,810 -3%
SSWM
500
Smith Salley Wealth Management
North Carolina
$44.4M +$398K +861 +0.9%

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.