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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
NAAA
651
New Age Alpha Advisors
New York
$29.3M +$29.2M +63,273 +4,701%
SC
652
Sapient Capital
Indiana
$29.3M +$2.41M +5,212 +9%
MA
653
Menlo Advisors
California
$29.2M -$143K -310 -0.5%
SC
654
Steginsky Capital
New York
$29M +$353K +765 +1%
CWM
655
Congress Wealth Management
Massachusetts
$28.9M -$10M -21,681 -25%
WANY
656
Wealthspire Advisors (New York)
New York
$28.8M +$1.47M +3,187 +5%
TSW
657
Thompson Siegel & Walmsley
Virginia
$28.8M +$11.1K +24 +0%
DBG
658
De Burlo Group
Massachusetts
$28.6M -$12.4M -26,800 -30%
PAS
659
Professional Advisory Services
Florida
$28.5M -$712K -1,542 -2%
SRC
660
Shufro Rose & Co
New York
$28.4M -$507K -1,097 -2%
AAS
661
Ameritas Advisory Services
Nebraska
$28.3M +$13.1M +28,429 +83%
FI
662
FJ Investments
Utah
$28.2M
SC
663
Savant Capital
Illinois
$28.2M +$1.24M +2,696 +5%
HIA
664
Harbor Investment Advisory
Maryland
$27.8M +$3.77M +8,175 +4%
PCM
665
Poehling Capital Management
Wisconsin
$27.8M -$4.16K -9 -0%
BFO
666
Boston Family Office
Massachusetts
$27.7M -$35.6K -77 -0.1%
CFG
667
Citizens Financial Group
Rhode Island
$27.7M +$1.39M +3,008 +5%
FFN
668
Focus Financial Network
Minnesota
$27.6M +$1.36M +2,941 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
669
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.6M -$1.84M -3,985 -6%
CA
670
Callahan Advisors
Texas
$27.5M +$451K +976 +2%
ASN
671
Advisory Services Network
Georgia
$27.4M +$1.13M +2,456 +4%
PAS
672
Park Avenue Securities
New York
$27.2M +$2.94M +6,361 +12%
SAM
673
Shell Asset Management
Netherlands
$27.2M +$2.43M +5,269 +10%
CG
674
Caprock Group
Idaho
$27.2M +$288K +623 +1%
HC
675
Hendley & Co
Ohio
$27.1M +$108K +234 +0.4%

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.