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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
VM
1076
Venator Management
Pennsylvania
$11.6M -$82.2K -178 -0.7%
CI
1077
Canerector Inc
Ontario, Canada
$11.6M +$11.8M +25,500 New
WCM
1078
Winebrenner Capital Management
Kentucky
$11.5M +$11.8M +25,472 New
ZIM
1079
Zacks Investment Management
Illinois
$11.5M +$1.66M +3,591 +17%
ONSWM
1080
Old North State Wealth Management
North Carolina
$11.5M +$84K +182 +0.7%
TNBTD
1081
Trustmark National Bank Trust Department
Mississippi
$11.5M -$9.23K -20 -0.1%
LIM
1082
Leavell Investment Management
Alabama
$11.5M -$89.1K -193 -0.8%
IAN
1083
Integrated Advisors Network
Texas
$11.5M -$182K -394 -2%
TG
1084
TCW Group
California
$11.5M +$290K +629 +3%
KA
1085
Kovack Advisors
Florida
$11.5M +$275K +596 +2%
BCPWM
1086
Bradley & Co Private Wealth Management
Florida
$11.4M +$11.7M +25,251 New
HI
1087
Harbour Investments
Wisconsin
$11.4M +$1.21M +2,628 +12%
NEI
1088
Northwest & Ethical Investments
Ontario, Canada
$11.4M +$2.46M +5,326 +27%
WAP
1089
Wealthcare Advisory Partners
Pennsylvania
$11.4M -$248K -538 -2%
HWM
1090
HFR Wealth Management
New York
$11.4M -$196K -425 -2%
JIC
1091
Joel Isaacson & Co
New York
$11.4M +$71.1K +154 +0.6%
AT
1092
Arlington Trust
Alabama
$11.4M +$67.4K +146 +0.6%
BTI
1093
Blue Trust Inc
Georgia
$11.3M -$3.83M -8,302 -25%
BRCM
1094
Bright Rock Capital Management
Massachusetts
$11.3M
JRP
1095
Jasper Ridge Partners
California
$11.3M
VI
1096
Vestcor Inc
New Brunswick, Canada
$11.3M -$410K -887 -3%
ZF
1097
Zhang Financial
Michigan
$11.2M +$512K +1,109 +5%
PW
1098
Potentia Wealth
California
$11.2M +$11.4M +24,796 New
TAM
1099
Titleist Asset Management
Texas
$11.2M +$977K +2,116 +9%
AIMC
1100
Alley Investment Management Company
Illinois
$11.2M +$14.3K +31 +0.1%

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.