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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
SLA
1276
Silver Lake Advisory
Utah
$8.54M -$254K -550 -3%
Balyasny Asset Management
1277
Balyasny Asset Management
Illinois
$8.53M +$3.91M +8,476 +82%
SAM
1278
Strategy Asset Managers
California
$8.52M +$59.1K +128 +0.7%
TSWM
1279
Tyler-Stone Wealth Management
Ohio
$8.51M -$77.6K -168 -0.9%
GAM
1280
Grandview Asset Management
Pennsylvania
$8.5M +$235K +509 +3%
KWA
1281
Kingswood Wealth Advisors
California
$8.48M -$2.65M -5,741 -23%
FHA
1282
Flagship Harbor Advisors
Massachusetts
$8.48M +$613K +1,327 +8%
BIP
1283
Blueprint Investment Partners
North Carolina
$8.47M +$2.18M +4,725 +34%
HIMC
1284
Heritage Investors Management Corp
Maryland
$8.44M -$85.9K -186 -1%
SCA
1285
Sandy Cove Advisors
Massachusetts
$8.43M +$319K +691 +4%
LIA
1286
LS Investment Advisors
Michigan
$8.43M +$69.3K +150 +0.8%
IA
1287
Integrity Alliance
Iowa
$8.43M +$8.58M +18,589 New
MPAM
1288
Murphy Pohlad Asset Management
Minnesota
$8.42M -$97.9K -212 -1%
ACP
1289
Aviance Capital Partners
Florida
$8.42M +$28.6K +62 +0.3%
TIM
1290
Tortoise Investment Management
New York
$8.4M -$176K -381 -2%
RCWM
1291
Royal Capital Wealth Management
Indiana
$8.36M
Wolverine Trading
1292
Wolverine Trading
Illinois
$8.35M +$7.04M +15,257 +475%
AC
1293
Aristides Capital
Kentucky
$8.32M +$6.68M +14,470 +373%
CWA
1294
Clarity Wealth Advisors
California
$8.31M +$165K +357 +2%
FI
1295
Financial Insights
Washington
$8.31M -$297K -644 -3%
AL
1296
ACAS LLC
California
$8.31M +$25.4K +55 +0.3%
WHRC
1297
W.H. Reaves & Co
New Jersey
$8.31M -$27.2K -59 -0.3%
CAM
1298
Councilmark Asset Management
Tennessee
$8.3M +$30.5K +66 +0.4%
CIC
1299
Crawford Investment Counsel
Georgia
$8.27M +$255K +552 +3%
PCP
1300
Proficio Capital Partners
Massachusetts
$8.27M +$1.17M +2,529 +16%

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.