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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
AFG
951
Atomi Financial Group
New York
$14.4M +$669K +1,449 +5%
KLI
952
Kelman-Lazarov Inc
Tennessee
$14.4M -$805K -1,744 -5%
TGAM
953
TBH Global Asset Management
Tennessee
$14.4M -$503K -1,089 -3%
AC
954
AlphaCore Capital
California
$14.4M +$4.74M +10,271 +48%
BCFD
955
Boit C.F. David
$14.3M -$46.2K -100 -0.3%
ECM
956
Exchange Capital Management
Michigan
$14.3M -$2.36M -5,115 -14%
FTWA
957
Fifth Third Wealth Advisors
Ohio
$14.3M +$1.8M +3,900 +14%
KFP
958
KMG Fiduciary Partners
Ohio
$14.3M +$301K +652 +2%
PCM
959
Palisade Capital Management
New Jersey
$14.3M -$153K -331 -1%
WRM
960
Weybosset Research & Management
Rhode Island
$14.2M -$210K -455 -1%
EGM
961
Engineers Gate Manager
New York
$14.2M +$10.3M +22,265 +248%
NC
962
Naman Capital
Brazil
$14.1M
GIA
963
Gladstone Institutional Advisory
Florida
$14.1M -$170K -368 -1%
WCF
964
West Coast Financial
California
$14.1M +$34.6K +75 +0.2%
GAM
965
Groupama Asset Management
France
$14.1M +$14.4M +31,117 New
SW
966
SlateStone Wealth
Florida
$14M +$545K +1,180 +4%
CMP
967
Coston McIsaac & Partners
Maine
$14M -$391K -846 -3%
CF
968
Clarity Financial
Texas
$14M +$184K +398 +1%
OBGC
969
O'Brien Greene & Co
Pennsylvania
$14M -$322K -697 -2%
LA
970
Lakeside Advisors
Washington
$14M -$92.3K -200 -0.6%
SIM
971
Studio Investment Management
Illinois
$14M -$197K -427 -1%
FFG
972
Frisch Financial Group
New York
$14M -$83.6K -181 -0.6%
PA
973
PFG Advisors
Arizona
$13.9M +$966K +2,093 +7%
PM
974
Phraction Management
Connecticut
$13.8M -$262K -568 -2%
MG
975
Mather Group
Illinois
$13.8M -$122K -265 -0.9%

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.