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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
CBTWT
1001
Community Bank & Trust (Waco, Texas)
Texas
$13.2M +$30.9K +67 +0.2%
SB
1002
Strategic Blueprint
Georgia
$13.1M +$187K +404 +1%
WPC
1003
Wedmont Private Capital
Pennsylvania
$13.1M -$910K -1,971 -6%
GFG
1004
Greystone Financial Group
Michigan
$13.1M +$1.35M +2,922 +11%
TCCM
1005
Timber Creek Capital Management
Massachusetts
$13M -$149K -322 -1%
KHLMVGHM
1006
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13M +$6.6M +14,303 +99%
SWM
1007
SeaCrest Wealth Management
New York
$13M +$125K +270 +0.9%
KJHP
1008
K.J. Harrison & Partners
Ontario, Canada
$13M +$505K +1,093 +4%
MIM
1009
Meixler Investment Management
Arizona
$13M -$158K -343 -1%
VIM
1010
Vinva Investment Management
Australia
$13M -$1.77M -3,829 -12%
CAL
1011
Capital Analysts LLC
Pennsylvania
$12.9M +$377K +816 +3%
PFM
1012
Patton Fund Management
Texas
$12.9M -$721K -1,562 -5%
TCM
1013
Twin Capital Management
Pennsylvania
$12.9M -$731K -1,584 -5%
CAM
1014
Clio Asset Management
Virginia
$12.8M -$319K -691 -2%
MIC
1015
Means Investment Company
Maine
$12.8M -$109K -237 -0.8%
RBA
1016
Richard Bernstein Advisors
New York
$12.8M
BI
1017
Beckerman Institutional
New Jersey
$12.8M +$85.9K +186 +0.7%
GMA
1018
Glassy Mountain Advisors
Maryland
$12.7M -$19.9K -43 -0.2%
B
1019
Bailard
California
$12.7M -$109K -237 -0.8%
AIP
1020
Ameritas Investment Partners
Nebraska
$12.6M -$777K -1,683 -6%
MA
1021
Montag & Associates
Georgia
$12.6M +$161K +348 +1%
WIC
1022
Wilkins Investment Counsel
Massachusetts
$12.6M -$28.6K -62 -0.2%
BFM
1023
Boston Financial Management
Massachusetts
$12.6M +$14.3K +31 +0.1%
SQA
1024
Simon Quick Advisors
New Jersey
$12.5M +$160K +347 +1%
MA
1025
Mezzasalma Advisors
New Jersey
$12.5M +$416K +900 +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.