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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
OMC
1026
Overbrook Management Corp
New York
$12.5M -$1.41M -3,059 -10%
GFP
1027
Gryphon Financial Partners
Ohio
$12.5M -$45.7K -99 -0.4%
TCOK
1028
Trust Company of Kansas
Kansas
$12.5M -$103K -222 -0.8%
MSAM
1029
Moloney Securities Asset Management
Missouri
$12.5M -$530K -1,147 -4%
BHPW
1030
Beverly Hills Private Wealth
California
$12.5M +$693K +1,501 +6%
OWP
1031
ORG Wealth Partners
Texas
$12.5M -$49.9K -108 -0.4%
HH
1032
Hilltop Holdings
Texas
$12.5M +$622K +1,348 +5%
BAM
1033
Berkshire Asset Management
Pennsylvania
$12.5M -$498K -1,078 -4%
CA
1034
Cumberland Advisors
Florida
$12.4M +$494K +1,070 +4%
BBA
1035
Baader Bank Aktiengesellschaft
Germany
$12.4M -$1.87M -4,059 -13%
ST
1036
Smithfield Trust
Pennsylvania
$12.4M +$48.5K +105 +0.4%
VWA
1037
Visionary Wealth Advisors
Illinois
$12.4M +$429K +929 +4%
BCA
1038
Bay Colony Advisors
Massachusetts
$12.4M +$714K +1,546 +6%
MOS
1039
MGO One Seven
Ohio
$12.3M +$952K +2,062 +8%
AC
1040
Annandale Capital
Texas
$12.3M
PWG
1041
Private Wealth Group
Florida
$12.3M +$267K +578 +2%
MSA
1042
MUFG Securities Americas
New York
$12.3M +$12.5M +27,057 New
PA
1043
Profund Advisors
Maryland
$12.2M -$1.5M -3,245 -11%
SWA
1044
Stratos Wealth Advisors
Ohio
$12.2M -$1.38M -2,987 -10%
ERP
1045
Eldred Rock Partners
Texas
$12.2M +$64.6K +140 +0.5%
SFO
1046
Stokes Family Office
Louisiana
$12.1M +$240K +519 +2%
OKSA
1047
O'Keefe Stevens Advisory
New York
$12.1M +$33.7K +73 +0.3%
AFG
1048
Allegheny Financial Group
Pennsylvania
$12.1M -$1.37M -2,970 -10%
TCM
1049
Telos Capital Management
California
$12.1M -$80.3K -174 -0.6%
WA
1050
Wealth Architects
California
$12.1M +$78.5K +170 +0.6%

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.