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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
CA
501
CapWealth Advisors
Tennessee
$44M -$1.32M -2,869 -3%
ACG
502
Allen Capital Group
Nebraska
$44M +$851K +1,842 +2%
Envestnet Portfolio Solutions
503
Envestnet Portfolio Solutions
Illinois
$43.9M -$4.76M -10,307 -10%
RWP
504
RWA Wealth Partners
Massachusetts
$43.8M +$531K +1,150 +1%
TPCM
505
Templeton & Phillips Capital Management
Tennessee
$43.6M -$54.5K -118 -0.1%
NIM
506
NEOS Investment Management
Connecticut
$43.5M +$8.9M +19,269 +25%
NPF
507
Norris Perne & French
Michigan
$43.5M -$17.4M -37,694 -28%
RFC
508
Regions Financial Corp
Alabama
$43.4M +$1.57M +3,409 +4%
MGIA
509
Matthew Goff Investment Advisor
Texas
$43.4M -$92.8K -201 -0.2%
GJCM
510
Grand Jean Capital Management
California
$43.2M -$181K -393 -0.4%
LC
511
Lincoln Capital
Nebraska
$43M -$174K -376 -0.4%
FNT
512
First Nebraska Trust
Nebraska
$42.6M +$368K +796 +0.9%
CBUSF
513
Construction & Building Unions Superannuation Fund
Australia
$42.4M +$1.15M +2,500 +3%
SSB
514
Sandy Spring Bank
Maryland
$42.3M +$858K +1,859 +2%
IAA
515
Independent Advisor Alliance
North Carolina
$42.2M +$6.02M +13,032 +16%
BF
516
BOK Financial
Oklahoma
$42M +$267K +579 +0.6%
LGF
517
LGT Group Foundation
Liechtenstein
$41.9M +$3.82M +8,282 +10%
WWM
518
Western Wealth Management
Colorado
$41.8M -$2.22M -4,814 -5%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$41.6M +$7.26M +15,729 +21%
ABC
520
Associated Banc-Corp
Wisconsin
$41.4M -$1.53M -3,320 -4%
WPW
521
Waldron Private Wealth
Pennsylvania
$41.4M +$21M +45,544 +100%
WSFS
522
Wilmington Savings Fund Society
Delaware
$41.2M +$758K +1,641 +2%
MVIP
523
Mar Vista Investment Partners
California
$41.2M -$2.87M -6,217 -6%
Lazard Asset Management
524
Lazard Asset Management
New York
$41.1M -$6.13M -13,266 -13%
FBB
525
Fulton Breakefield Broenniman
Maryland
$40.8M +$239K +517 +0.6%

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.