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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
BHWM
901
Bar Harbor Wealth Management
New Hampshire
$16.1M -$380K -822 -2%
OPCM
902
Osborne Partners Capital Management
California
$16.1M
OCBCO
903
Oversea-Chinese Banking Corp (OCBC)
Singapore
$16M +$2.18M +4,732 +16%
EFS
904
Essex Financial Services
Connecticut
$15.9M +$169K +367 +1%
SCM
905
Steele Capital Management
Iowa
$15.9M -$16.6K -36 -0.1%
GRP
906
Global Retirement Partners
California
$15.9M +$760K +1,646 +5%
AL
907
Arnhold LLC
New York
$15.8M -$1.07M -2,309 -6%
LSAG
908
Lake Street Advisors Group
New Hampshire
$15.8M +$3.53M +7,639 +28%
MIS
909
Morningstar Investment Services
Illinois
$15.7M -$148M -320,802 -90%
HCM
910
Hutner Capital Management
Vermont
$15.7M +$1.32M +2,849 +9%
SIM
911
Stratos Investment Management
Ohio
$15.7M +$1.09M +2,359 +7%
BEI
912
Benjamin Edwards Inc
Missouri
$15.7M +$402K +870 +3%
FAB
913
First American Bank
Illinois
$15.6M +$228K +493 +1%
SIM
914
Sterling Investment Management
Arizona
$15.6M -$50.8K -110 -0.3%
ATIA
915
American Trust Investment Advisors
New Hampshire
$15.6M +$249K +540 +2%
CCG
916
Cypress Capital Group
Florida
$15.6M -$324K -702 -2%
IPW
917
Inlet Private Wealth
Florida
$15.6M -$282K -610 -2%
HCM
918
Hollencrest Capital Management
California
$15.6M -$717K -1,552 -4%
PWW
919
Pettyjohn Wood & White
Virginia
$15.5M +$87.7K +190 +0.6%
AUB
920
Atlantic Union Bankshares
Virginia
$15.4M -$311K -674 -2%
NAMP
921
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.3M +$46.6K +101 +0.3%
WCM
922
WealthBridge Capital Management
Ohio
$15.3M -$78.5K -170 -0.5%
GC
923
Guggenheim Capital
Illinois
$15.3M -$10.4M -22,590 -40%
CI
924
CX Institutional
Indiana
$15.2M +$1.91M +4,144 +14%
ECAM
925
East Coast Asset Management
Massachusetts
$15.1M -$1.34M -2,900 -8%

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.