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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
EML
926
Eos Management LP
New York
$15.1M
KFGK
927
Keystone Financial Group (Kentucky)
Kentucky
$15M +$1.07M +2,319 +8%
MC
928
Moors & Cabot
Massachusetts
$15M +$476K +1,030 +3%
FIA
929
Foundations Investment Advisors
Arizona
$15M +$1.13M +2,442 +8%
CIA
930
CCM Investment Advisers
South Carolina
$15M -$18.5K -40 -0.1%
Simplex Trading
931
Simplex Trading
Illinois
$15M +$15.2M +33,016 New
EI
932
Ethic Inc
New York
$14.9M +$7.65M +16,570 +102%
RCM
933
Regency Capital Management
Hawaii
$14.9M +$227K +491 +2%
Fisher Asset Management
934
Fisher Asset Management
Washington
$14.9M +$941K +2,037 +7%
MCM
935
Mitchell Capital Management
Kansas
$14.8M +$1.15M +2,487 +8%
Harris Associates
936
Harris Associates
Illinois
$14.8M -$3.15M -6,817 -17%
PNAA
937
Pictet North America Advisors
Switzerland
$14.8M +$1.81M +3,910 +14%
IFG
938
Independent Financial Group
California
$14.8M +$1.13M +2,458 +8%
CCA
939
Cooper Capital Advisors
California
$14.8M +$15M +32,557 New
LFAS
940
Level Four Advisory Services
Texas
$14.7M +$184K +398 +1%
CPA
941
Court Place Advisors
Maryland
$14.7M -$489K -1,059 -3%
RL
942
Ruffer LLP
United Kingdom
$14.7M -$462K -1,000 -3%
IVP
943
Intrinsic Value Partners
Arizona
$14.6M -$259K -560 -2%
LNB
944
Ledyard National Bank
$14.6M -$525K -1,136 -3%
AG
945
AlTi Global
New York
$14.5M -$774K -1,676 -5%
PF
946
Phoenix Financial
Israel
$14.5M +$1.07M +2,327 +8%
OFS
947
OneAscent Financial Services
Alabama
$14.5M +$8.93M +19,341 +153%
MYAM
948
Meiji Yasuda Asset Management
Japan
$14.5M +$401K +868 +3%
WW
949
Waterfront Wealth
Kansas
$14.5M +$48K +104 +0.3%
WIC
950
Woodmont Investment Counsel
Tennessee
$14.4M +$116K +251 +0.8%

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.