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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
LHC
1251
Little House Capital
Massachusetts
$8.87M +$89.6K +194 +1%
CFGS
1252
Concourse Financial Group Securities
Alabama
$8.86M +$536K +1,160 +6%
IAIM
1253
International Assets Investment Management
Florida
$8.84M -$3.9B -8,454,248 -100%
RIG
1254
RiverFront Investment Group
Virginia
$8.84M +$2.37M +5,129 +36%
JIP
1255
Jaffetilchin Investment Partners
Florida
$8.8M +$1.37M +2,960 +18%
SG Americas Securities
1256
SG Americas Securities
New York
$8.79M -$38.1M -82,563 -81%
MP
1257
McDonald Partners
Ohio
$8.77M -$20.8K -45 -0.2%
CastleKeep Investment Advisors
1258
CastleKeep Investment Advisors
Connecticut
$8.75M +$637K +1,379 +8%
ECG
1259
Edge Capital Group
Georgia
$8.7M -$8.83M -19,116 -100%
CGL
1260
Clarius Group LLC
Washington
$8.7M -$1.73M -3,757 -16%
AWC
1261
Adamsbrown Wealth Consultants
Kansas
$8.69M +$1.16M +2,512 +15%
CFM
1262
Capricorn Fund Managers
United Kingdom
$8.69M +$321K +695 +4%
PFGIA
1263
Patriot Financial Group Insurance Agency
Massachusetts
$8.68M +$562K +1,217 +7%
EW
1264
Evoke Wealth
California
$8.68M -$113K -245 -1%
CAC
1265
Certified Advisory Corp
Florida
$8.67M -$180K -389 -2%
HBCM
1266
Heron Bay Capital Management
Michigan
$8.67M +$6.46K +14 +0.1%
BFC
1267
Bedel Financial Consulting
Indiana
$8.66M -$47.1K -102 -0.6%
WA
1268
WBH Advisory
Maryland
$8.65M +$47.1K +102 +0.5%
MF
1269
Montis Financial
Massachusetts
$8.65M +$464K +1,004 +6%
SVWAG
1270
Sound View Wealth Advisors Group
Georgia
$8.65M -$38.3K -83 -0.4%
PBC
1271
Pavion Blue Capital
California
$8.62M -$48K -104 -0.5%
MWA
1272
Moser Wealth Advisors
Washington
$8.59M +$106K +230 +1%
CA
1273
Cambridge Advisors
Nebraska
$8.58M +$78.5K +170 +0.9%
CAM
1274
Costello Asset Management
Pennsylvania
$8.57M +$154K +334 +2%
BIM
1275
Baldwin Investment Management
Pennsylvania
$8.55M -$484K -1,049 -5%

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.