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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
ADEF
551
Adams Diversified Equity Fund
Maryland
$37.6M +$185K +400 +0.5%
WTA
552
Washington Trust Advisors
Massachusetts
$37.6M +$37.7M +81,716 +6,838%
FCH
553
Freestone Capital Holdings
Washington
$37.5M +$1.21M +2,613 +3%
MFG
554
Merit Financial Group
Georgia
$37.4M +$2.59M +5,613 +7%
CA
555
Cornerstone Advisors
North Carolina
$37.4M +$831K +1,800 +2%
WBG
556
Wharton Business Group
Pennsylvania
$37.4M -$344K -745 -0.9%
SWP
557
Stratos Wealth Partners
Ohio
$37.3M +$2.18M +4,721 +6%
TYCC
558
Texas Yale Capital Corp
Florida
$37M -$220K -477 -0.6%
CLGM
559
Capitolis Liquid Global Markets
New York
$36.9M
EBSAM
560
Eubel Brady & Suttman Asset Management
Ohio
$36.8M +$51.7K +112 +0.1%
GLLW
561
Graves Light Lenhart Wealth
Virginia
$36.8M -$52.2K -113 -0.1%
IWC
562
Integrated Wealth Concepts
Massachusetts
$36.4M +$7.33M +15,879 +25%
NAS
563
NWF Advisory Services
California
$36.3M +$3.67M +7,954 +11%
BTW
564
Boston Trust Walden
Massachusetts
$36.1M -$177K -383 -0.5%
RC
565
Reik & Co
New York
$36M -$292K -632 -0.8%
RDWM
566
Red Door Wealth Management
Tennessee
$36M +$1.03M +2,222 +3%
CC
567
Cadinha & Co
Hawaii
$35.9M +$172K +373 +0.5%
BBVA
568
Banco Bilbao Vizcaya Argentaria
Spain
$35.8M +$36.3M +78,559 New
GAM
569
Gotham Asset Management
New York
$35.7M +$178K +386 +0.5%
SWA
570
Strata Wealth Advisors
Texas
$35.6M -$678K -1,468 -2%
MAM
571
Magellan Asset Management
Australia
$35.4M +$2.85M +6,167 +9%
FCBT
572
First Citizens Bank & Trust
North Carolina
$35.4M -$4.93M -10,671 -12%
MGP
573
Metis Global Partners
California
$35.4M +$1.31M +2,830 +4%
WIC
574
Whitegate Investment Counselors
New Hampshire
$35.2M -$769K -1,666 -2%
PA
575
Parallel Advisors
California
$35.1M +$193K +418 +0.5%

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.