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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
CIA
676
Concurrent Investment Advisors
Florida
$27.1M +$2.72M +5,891 +11%
CAM
677
Carret Asset Management
New York
$27M -$14.8K -32 -0.1%
YL
678
YCG LLC
Texas
$27M
SN
679
Sittner & Nelson
Oregon
$27M +$229K +496 +0.8%
SPC
680
Sigma Planning Corp
Michigan
$26.6M -$1.7M -3,679 -6%
CWM
681
Cabot Wealth Management
Massachusetts
$26.5M -$314K -680 -1%
PWM
682
Perigon Wealth Management
California
$26.4M -$83.1K -180 -0.3%
VCM
683
Violich Capital Management
California
$26.4M +$3.57M +7,726 +15%
WCMN
684
Westchester Capital Management (Nebraska)
Nebraska
$26.4M -$341K -738 -1%
NMIMC
685
Northwestern Mutual Investment Management Company
Wisconsin
$26.4M +$66.5K +144 +0.2%
OIA
686
OneDigital Investment Advisors
Kansas
$26.4M +$416K +900 +2%
BFIM
687
Beese Fulmer Investment Management
Ohio
$26.4M +$103K +224 +0.4%
DT
688
Diversified Trust
Tennessee
$26.3M +$1.02M +2,209 +4%
TI
689
Tidal Investments
Wisconsin
$26.3M -$1.17M -2,536 -4%
JF
690
Jump Financial
Illinois
$26.2M +$23.5M +50,946 +739%
BFA
691
Beaumont Financial Advisors
Massachusetts
$26.2M +$304K +658 +1%
AI
692
Accredited Investors
Minnesota
$26.2M +$7.01M +15,192 +36%
CSP
693
Cary Street Partners
Virginia
$26.2M +$26.7M +57,778 New
Twin Tree Management
694
Twin Tree Management
Texas
$26.2M -$144K -311 -0.5%
FDCP
695
Foster Dykema Cabot & Partners
Massachusetts
$26.2M -$404K -875 -1%
RGC
696
Roberts, Glore & Co
Illinois
$26.1M -$204K -442 -0.8%
WF
697
WoodTrust Financial
Wisconsin
$26M +$146K +316 +0.6%
GU
698
Georgetown University
District of Columbia
$25.9M
CHAM
699
Clear Harbor Asset Management
Connecticut
$25.9M -$190K -411 -0.7%
IAS
700
Insigneo Advisory Services
Florida
$25.8M +$794K +1,720 +3%

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.