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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
SRC
1201
Stone Run Capital
New York
$9.6M -$404K -875 -4%
ECP
1202
Epacria Capital Partners
Colorado
$9.59M -$8.13M -17,600 -45%
FAIM
1203
Financial Advocates Investment Management
Washington
$9.57M -$19.9K -43 -0.2%
MIM
1204
Moseley Investment Management
Florida
$9.57M +$148K +321 +2%
CF
1205
Centaurus Financial
California
$9.52M +$85.9K +186 +0.9%
CT
1206
Coastline Trust
Rhode Island
$9.5M -$65.6K -142 -0.7%
GWANC
1207
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.5M +$3.73M +8,075 +63%
DFG
1208
Dupree Financial Group
Kentucky
$9.49M -$5.28M -11,446 -35%
RCG
1209
Regatta Capital Group
California
$9.47M -$73K -158 -0.8%
TAM
1210
Trust Asset Management
Texas
$9.46M
EAM
1211
Evanson Asset Management
California
$9.43M -$127K -276 -1%
EFG
1212
Embree Financial Group
Illinois
$9.42M +$123K +266 +1%
PBK
1213
Peoples Bank (Kansas)
Kansas
$9.41M -$23.1K -50 -0.2%
RA
1214
RFG Advisory
Alabama
$9.41M +$506K +1,096 +6%
WB
1215
WesBanco Bank
West Virginia
$9.4M -$209K -453 -2%
OP
1216
ORG Partners
Indiana
$9.39M +$769K +1,666 +9%
VCA
1217
Verdence Capital Advisors
Maryland
$9.38M +$112K +242 +1%
JCM
1218
Janney Capital Management
Pennsylvania
$9.37M -$2.6M -5,630 -21%
MWM
1219
Marietta Wealth Management
Georgia
$9.32M +$422K +915 +5%
MFA
1220
Mayflower Financial Advisors
Massachusetts
$9.32M -$48.5K -105 -0.5%
FFA
1221
Fairfield Financial Advisors
Massachusetts
$9.31M +$24K +52 +0.3%
CCM
1222
Corsair Capital Management
New York
$9.31M
AAM
1223
AR Asset Management
California
$9.3M
SA
1224
SAM Advisors
California
$9.3M -$21.7K -47 -0.2%
MPM
1225
Meritage Portfolio Management
Kansas
$9.28M -$119K -258 -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.