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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
PWP
1151
Principle Wealth Partners
Connecticut
$10.3M -$1.39K -3 -0%
IB
1152
Intrust Bank
Kansas
$10.3M +$175K +379 +2%
CCWA
1153
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.3M +$462 +1 +0%
MIM
1154
Martin Investment Management
Florida
$10.3M -$1.68M -3,637 -14%
BBP
1155
Banco BTG Pactual
Brazil
$10.2M +$5.79M +12,537 +123%
SIM
1156
Seaview Investment Managers
Florida
$10.2M +$89.1K +193 +0.9%
CIM
1157
Corda Investment Management
Texas
$10.2M -$178K -386 -2%
OFG
1158
Oxford Financial Group
Indiana
$10.2M -$3.12M -6,767 -23%
SB
1159
Simmons Bank
Arkansas
$10.2M -$276K -597 -3%
GI
1160
GAMMA Investing
California
$10.2M +$886K +1,919 +9%
CWG
1161
Cornerstone Wealth Group
North Carolina
$10.2M +$141K +306 +1%
MFG
1162
Mendota Financial Group
Wisconsin
$10.1M -$9.03M -19,555 -47%
SIG
1163
Sargent Investment Group
Maryland
$10.1M +$744K +1,611 +8%
QCG
1164
Quadrant Capital Group
Ohio
$10.1M -$15.7K -34 -0.2%
GL
1165
Graypoint LLC
New York
$10.1M +$55.4K +120 +0.5%
BFA
1166
Buttonwood Financial Advisors
Maryland
$10.1M -$203K -440 -2%
SIA
1167
SeaBridge Investment Advisors
New Jersey
$10.1M +$542K +1,173 +6%
LSV Asset Management
1168
LSV Asset Management
Illinois
$10.1M -$10.8M -23,320 -51%
TF
1169
Tompkins Financial
New York
$10.1M +$197K +426 +2%
TC
1170
TAGStone Capital
North Carolina
$10M +$10.2K +22 +0.1%
AAG
1171
Armstrong Advisory Group
Massachusetts
$10M +$507K +1,099 +5%
BCM
1172
Buckhead Capital Management
Georgia
$10M -$59.1K -128 -0.6%
FG
1173
Foster Group
Iowa
$9.98M +$1.48M +3,201 +17%
RCM
1174
Ridgepath Capital Management
Tennessee
$9.98M +$4.28M +9,264 +73%
MMPW
1175
Mitchell McLeod Pugh & Williams
Alabama
$9.97M +$1.34M +2,901 +15%

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.