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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
JLBC
626
J.L. Bainbridge & Co
Florida
$30.6M -$1.08M -2,332 -3%
SBWIC
627
Schaper Benz & Wise Investment Counsel
Wisconsin
$30.5M +$393K +851 +1%
AWS
628
Arkfeld Wealth Strategies
Nebraska
$30.5M +$365K +790 +1%
LOPW
629
Live Oak Private Wealth
North Carolina
$30.5M -$2.1M -4,554 -6%
BEAM
630
Baker Ellis Asset Management
Washington
$30.5M +$54.5K +118 +0.2%
AFG
631
Albion Financial Group
Utah
$30.3M -$344K -745 -1%
LFG
632
Lazard Frères Gestion
France
$30.2M +$3.38M +7,331 +12%
LI
633
LMCG Investments
Massachusetts
$30.2M +$146K +316 +0.5%
FNT
634
First National Trust
Pennsylvania
$30.1M +$1.2M +2,597 +4%
GI
635
Gradient Investments
Minnesota
$30.1M +$1.47M +3,185 +5%
SNB
636
Security National Bank
Nebraska
$29.8M -$148K -321 -0.5%
PC
637
Pecaut & Co
Iowa
$29.7M -$249K -539 -0.8%
AL
638
Aspiriant LLC
California
$29.7M +$276K +598 +0.9%
CCB
639
Country Club Bank
Missouri
$29.6M -$386K -837 -1%
CIA
640
Choate Investment Advisors
Massachusetts
$29.6M +$1.11M +2,394 +4%
IMCOOI
641
Investment Management Corp of Ontario (IMCO)
Canada
$29.6M +$8.51M +18,432 +39%
ANBT
642
American National Bank & Trust
Texas
$29.5M +$707K +1,532 +2%
FWCM
643
Ferguson Wellman Capital Management
Oregon
$29.5M +$1.24M +2,681 +4%
PMG
644
ProVise Management Group
Florida
$29.5M -$380K -823 -1%
ZIG
645
Zuckerman Investment Group
Illinois
$29.5M +$318K +689 +1%
GF
646
Gabelli Funds
New York
$29.4M -$300K -650 -1%
PP
647
Prospector Partners
Connecticut
$29.4M -$6.23M -13,500 -17%
BCM
648
Becker Capital Management
Oregon
$29.4M +$81.3K +176 +0.3%
RIL
649
Rothschild Investment LLC
Illinois
$29.4M +$1.85K +4 +0%
FFM
650
Fisher Funds Management
New Zealand
$29.3M +$29.9M +64,785 New

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.