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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
BPWM
701
Black Point Wealth Management
Florida
$25.7M -$99.3K -215 -0.4%
CCM
702
Coldstream Capital Management
Washington
$25.6M +$1.52M +3,291 +6%
PCA
703
Purkiss Capital Advisors
Connecticut
$25.6M +$26M +56,418 New
NAS
704
Nicolet Advisory Services
Wisconsin
$25.5M -$41.6K -90 -0.2%
SFS
705
Sowell Financial Services
Arkansas
$25.5M -$5.45M -11,801 -17%
UI
706
Unconventional Investor
New Hampshire
$25.4M +$29.1K +63 +0.1%
GG
707
Greenwood Gearhart
Arkansas
$25.3M +$2.31M +5,008 +10%
CC
708
Chicago Capital
Illinois
$25.2M +$481K +1,041 +2%
NL
709
NWAM LLC
Washington
$25.2M -$3.6M -7,807 -12%
RSWM
710
Robertson Stephens Wealth Management
California
$25.1M +$2.72M +5,887 +12%
BC
711
Burney Company
Virginia
$25.1M +$2.46M +5,333 +11%
EP
712
Elkhorn Partners
Nebraska
$25M
FG
713
Fiduciary Group
Georgia
$24.9M -$217K -469 -0.8%
BWFA
714
Baltimore-Washington Financial Advisors
Maryland
$24.9M +$1.22M +2,637 +5%
SI
715
Sprott Inc
Ontario, Canada
$24.8M -$10.7M -23,080 -30%
WIM
716
WealthPlan Investment Management
Nebraska
$24.7M +$646K +1,400 +3%
BFG
717
Bleakley Financial Group
New Jersey
$24.7M +$760K +1,647 +3%
AIM
718
Avity Investment Management
Connecticut
$24.6M -$52.6K -114 -0.2%
KOCAA
719
Knights of Columbus Asset Advisors
Connecticut
$24.6M +$336K +727 +1%
NCM
720
Novare Capital Management
North Carolina
$24.6M -$235K -510 -0.9%
BRWA
721
B. Riley Wealth Advisors
Florida
$24.4M -$2.95M -6,394 -11%
FA
722
Fiduciary Alliance
South Carolina
$24.3M +$2.04M +4,413 +9%
RCM
723
RMR Capital Management
California
$24.3M -$223K -483 -0.9%
GIA
724
GHP Investment Advisors
Colorado
$24.2M +$208K +451 +0.9%
VA
725
Valmark Advisers
Ohio
$24.2M +$416K +900 +2%

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.