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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
WA
751
WP Advisors
California
$22.9M +$42.9K +93 +0.2%
SC
752
Stephenson & Company
California
$22.9M +$401K +869 +2%
AWM
753
Absher Wealth Management
North Carolina
$22.9M -$70.2K -152 -0.3%
Jacobs Levy Equity Management
754
Jacobs Levy Equity Management
New Jersey
$22.8M -$4.41M -9,561 -16%
NC
755
Nitorum Capital
New York
$22.8M -$10.1M -21,916 -30%
PCA
756
Pallas Capital Advisors
Massachusetts
$22.7M -$458K -991 -2%
ATC
757
Argent Trust Co
Tennessee
$22.7M +$2.53M +5,475 +12%
SWM
758
Sculati Wealth Management
Michigan
$22.7M -$53.6K -116 -0.2%
EF
759
Empirical Finance
Pennsylvania
$22.7M -$328K -711 -1%
TFS
760
Thoroughbred Financial Services
Tennessee
$22.6M +$1.65M +3,584 +8%
BAM
761
Belpointe Asset Management
Nevada
$22.5M -$81.7K -177 -0.4%
GAM
762
Generali Asset Management
Italy
$22.5M +$22.9M +49,606 New
SCA
763
Snowden Capital Advisors
New York
$22.4M +$840K +1,819 +4%
FSA
764
Franklin Street Advisors
North Carolina
$22.3M -$511K -1,107 -2%
MCP
765
Mirador Capital Partners
California
$22.3M +$182K +395 +0.8%
IA
766
IFP Advisors
Florida
$22.3M +$1.52M +3,288 +7%
VCM
767
Voleon Capital Management
California
$22.3M +$22.7M +49,150 New
SF
768
Synovus Financial
Georgia
$22.2M -$1.06M -2,296 -4%
GWM
769
Geneos Wealth Management
Colorado
$22.2M -$200K -433 -0.9%
RI
770
Ridgewood Investments
New Jersey
$22.2M -$222K -481 -1%
CI Investments Inc
771
CI Investments Inc
Ontario, Canada
$22.1M -$2.23M -4,827 -9%
FCM
772
Fairholme Capital Management
Florida
$22.1M -$626K -1,355 -3%
AAB
773
ABN AMRO Bank
Netherlands
$22M -$2.47M -5,355 -10%
GP
774
Greenline Partners
New York
$21.9M -$2.2M -4,767 -9%
TIP
775
Torray Investment Partners
Maryland
$21.8M -$4.63M -10,036 -17%

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.