We are live on ! Find out more
BRK.B icon

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
SGCA
1176
Steel Grove Capital Advisors
Tennessee
$9.97M -$713K -1,545 -7%
MIP
1177
Marietta Investment Partners
Wisconsin
$9.92M
SGI
1178
Summit Global Investments
Utah
$9.92M +$620K +1,343 +7%
AFA
1179
Arlington Financial Advisors
California
$9.92M +$5.08K +11 +0.1%
LC
1180
Lindbrook Capital
California
$9.87M -$11.1K -24 -0.1%
FP
1181
FFG Partners
Florida
$9.85M +$189K +410 +2%
GIM
1182
Goelzer Investment Management
Indiana
$9.84M +$744K +1,611 +8%
RA
1183
Riverstone Advisors
Texas
$9.82M +$2.77K +6 +0%
BA
1184
Bristlecone Advisors
Washington
$9.82M -$38.8K -84 -0.4%
KTM
1185
Keeler Thomas Management
Utah
$9.81M -$47.1K -102 -0.5%
EM
1186
Excalibur Management
Massachusetts
$9.8M -$189K -409 -2%
SIA
1187
Schechter Investment Advisors
Michigan
$9.77M -$215K -466 -2%
RCA
1188
Resonant Capital Advisors
Wisconsin
$9.77M +$16.2K +35 +0.2%
MCCA
1189
Mill Creek Capital Advisors
Pennsylvania
$9.75M -$246K -532 -2%
PP
1190
PDS Planning
Ohio
$9.74M -$105K -228 -1%
RYIA
1191
Roehl & Yi Investment Advisors
Oregon
$9.74M +$9.92M +21,483 New
LAM
1192
Lakewood Asset Management
Illinois
$9.73M +$19.9K +43 +0.2%
GEA
1193
Glen Eagle Advisors
New Jersey
$9.71M +$593K +1,285 +6%
PIA
1194
Perennial Investment Advisors
California
$9.7M +$4.46M +9,653 +82%
SWP
1195
Sagespring Wealth Partners
Tennessee
$9.7M +$9.88M +21,402 New
VIM
1196
VELA Investment Management
Ohio
$9.7M +$34.6K +75 +0.4%
WPP
1197
Whalerock Point Partners
Rhode Island
$9.65M +$85K +184 +0.9%
BC
1198
Blackhill Capital
New Jersey
$9.63M
HIC
1199
Hartline Investment Corp
Illinois
$9.61M +$23.5K +51 +0.2%
BFS
1200
BridgePort Financial Solutions
Iowa
$9.61M +$8.83M +19,124 New

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.