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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
RCA
851
Riverview Capital Advisers
Massachusetts
$18.4M -$462K -1,001 -2%
PFS
852
Prospera Financial Services
Texas
$18.4M +$1.62M +3,516 +10%
NW
853
NewEdge Wealth
Pennsylvania
$18.3M +$2.19M +4,737 +13%
KJWM
854
Kiley Juergens Wealth Management
Washington
$18.3M -$85.9K -186 -0.5%
Massachusetts Financial Services
855
Massachusetts Financial Services
Massachusetts
$18.2M +$670K +1,450 +4%
PWMAG
856
Pinnacle Wealth Management Advisory Group
New Jersey
$18.2M -$125K -270 -0.7%
DAS
857
Dynamic Advisor Solutions
Arizona
$18.2M -$1.35M -2,913 -7%
BPC
858
Banque Pictet & Cie
Switzerland
$18.1M +$4.46M +9,654 +32%
TFA
859
Trinity Financial Advisors
Ohio
$18.1M +$381K +826 +2%
BWM
860
Buckley Wealth Management
Nevada
$18.1M -$324K -702 -2%
SC
861
Stolper & Co
Oklahoma
$18M -$220K -477 -1%
NEWAS
862
N.E.W. Advisory Services
Wisconsin
$17.9M +$8.77K +19 +0%
AIM
863
Anchor Investment Management
South Carolina
$17.9M +$231K +500 +1%
BJL
864
Brighton Jones LLC
Washington
$17.8M -$607K -1,315 -3%
AC
865
Allstate Corporation
Illinois
$17.8M +$17.6M +38,152 +3,228%
KWM
866
Koa Wealth Management
California
$17.8M -$136K -295 -0.7%
ERIM
867
Eagle Ridge Investment Management
Connecticut
$17.7M +$133K +289 +0.7%
KCPG
868
Kavar Capital Partners Group
Kansas
$17.6M +$50.3K +109 +0.3%
PCM
869
Presidio Capital Management
California
$17.6M +$2.88M +6,240 +19%
SW
870
Solidarity Wealth
Utah
$17.5M +$116K +251 +0.7%
XF
871
XML Financial
Maryland
$17.5M +$591K +1,281 +3%
APC
872
Asset Planning Corporation
Tennessee
$17.5M +$417K +904 +2%
PPG
873
Peak Planning Group
Colorado
$17.5M +$1.3M +2,811 +8%
AWM
874
Axxcess Wealth Management
California
$17.4M +$1.01M +2,190 +6%
FA
875
Financial Avengers
California
$17.3M -$80.8K -175 -0.5%

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.