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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
BDA
776
Borer Denton & Associates
Pennsylvania
$21.8M +$360K +780 +2%
QF
777
QVT Financial
New York
$21.7M
BG
778
Bahl & Gaynor
Ohio
$21.7M -$954K -2,066 -4%
UAM
779
Unison Asset Management
Florida
$21.6M +$709K +1,536 +3%
GVAG
780
Great Valley Advisor Group
Delaware
$21.6M +$752K +1,628 +4%
SEM
781
Suncoast Equity Management
Florida
$21.6M -$330K -715 -1%
NRS
782
Neville Rodie & Shaw
New York
$21.5M +$15.7K +34 +0.1%
BFG
783
Beacon Financial Group
Texas
$21.5M -$294K -637 -1%
DWP
784
Daymark Wealth Partners
Ohio
$21.5M -$712K -1,541 -3%
Man Group
785
Man Group
United Kingdom
$21.5M -$3.62M -7,843 -14%
MFWM
786
Motley Fool Wealth Management
Virginia
$21.5M -$497K -1,077 -2%
FNBT
787
FineMark National Bank & Trust
Florida
$21.4M +$317K +686 +1%
FPAS
788
Focus Partners Advisor Solutions
Missouri
$21.4M +$769K +1,666 +4%
CL
789
CIM LLC
New York
$21.4M +$24.5K +53 +0.1%
Capstone Investment Advisors
790
Capstone Investment Advisors
New York
$21.3M +$14.1M +30,482 +184%
AM
791
Account Management
Massachusetts
$21.3M -$508K -1,100 -2%
CA
792
Cornerstone Advisory
Maryland
$21.2M +$559K +1,211 +3%
WFG
793
Wills Financial Group
Virginia
$21.2M -$194K -420 -0.9%
WIA
794
World Investment Advisors
California
$21.1M +$4.58M +9,921 +27%
KWM
795
Kingsview Wealth Management
Oregon
$21.1M -$5.58M -12,080 -21%
CW
796
CreativeOne Wealth
Kansas
$21.1M +$7.54M +16,328 +54%
PHS
797
Pekin Hardy Strauss
Illinois
$21M -$374K -809 -2%
PNC
798
Park National Corp
Ohio
$20.9M +$1.2M +2,603 +6%
Two Sigma Advisers
799
Two Sigma Advisers
New York
$20.9M +$18M +39,000 +549%
HTIM
800
Harbour Trust & Investment Management
Indiana
$20.8M -$64.6K -140 -0.3%

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.