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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
CA
1126
Commerzbank Aktiengesellschaft
Germany
$10.8M +$1.06M +2,289 +11%
PGAM
1127
Princeton Global Asset Management
New Jersey
$10.8M +$43.4K +94 +0.4%
CCA
1128
Covey Capital Advisors
Georgia
$10.8M -$1.44M -3,123 -12%
VT
1129
Vise Technologies
New York
$10.8M +$2.65M +5,746 +32%
SWA
1130
SOA Wealth Advisors
New York
$10.8M +$15.7K +34 +0.1%
FMWA
1131
Forvis Mazars Wealth Advisors
Missouri
$10.7M -$106K -229 -1%
TWM
1132
Tradition Wealth Management
Minnesota
$10.7M -$296K -641 -3%
BSI
1133
Bennett Selby Investments
Maine
$10.7M +$52.2K +113 +0.5%
HTI
1134
Hikari Tsushin Inc
Japan
$10.7M
CT
1135
Caldwell Trust
Florida
$10.7M -$139K -302 -1%
MG
1136
McHugh Group
Ohio
$10.6M +$10.8M +23,473 New
AAIM
1137
Asset Advisors Investment Management
Georgia
$10.6M -$70.2K -152 -0.6%
TCA
1138
Transcend Capital Advisors
New Jersey
$10.6M -$674K -1,459 -6%
FLPIM
1139
F.L. Putnam Investment Management
Massachusetts
$10.6M -$708K -1,533 -6%
LSWM
1140
Lorne Steinberg Wealth Management
Canada
$10.5M +$65.6K +142 +0.6%
HCM
1141
Howard Capital Management
Georgia
$10.5M +$580K +1,257 +6%
WKWM
1142
Walter & Keenan Wealth Management
Indiana
$10.5M +$16.2K +35 +0.2%
CWM
1143
Chronos Wealth Management
Florida
$10.5M +$136K +295 +1%
CTA
1144
Colonial Trust Advisors
South Carolina
$10.5M -$37.9K -82 -0.4%
FCP
1145
Fidelis Capital Partners
Florida
$10.5M +$1.26M +2,725 +14%
DCM
1146
Donaldson Capital Management
Indiana
$10.4M +$470K +1,018 +5%
DIM
1147
Delta Investment Management
California
$10.4M +$515K +1,116 +5%
FIB
1148
First Interstate Bank
Montana
$10.3M -$321K -696 -3%
FB
1149
Fulton Bank
Pennsylvania
$10.3M -$699K -1,514 -6%
IHL
1150
Investment House LLC
California
$10.3M +$1.87M +4,048 +22%

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.