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
DWP
1301
Destiny Wealth Partners
Florida
$8.26M +$148K +320 +2%
DIA
1302
Dana Investment Advisors
Wisconsin
$8.25M +$76.2K +165 +0.9%
SC
1303
Stephens Consulting
Michigan
$8.25M -$8.31K -18 -0.1%
IA
1304
IFC Advisors
California
$8.22M +$8.37M +18,131 New
FWSM
1305
First Wilshire Securities Management
California
$8.2M -$205K -443 -2%
MIM
1306
Marshall Investment Management
Colorado
$8.19M +$8.21M +17,789 New
ST
1307
Sabal Trust
Florida
$8.18M +$101K +219 +1%
NFG
1308
Nadler Financial Group
Illinois
$8.18M +$1.8M +3,908 +28%
TIM
1309
Tevis Investment Management
Texas
$8.15M -$11.5K -25 -0.1%
SF
1310
Seros Financial
Arizona
$8.15M +$9.25M +20,037 New
BIMC
1311
Benson Investment Management Company
Virginia
$8.15M -$44.3K -96 -0.5%
CI
1312
Cigna Investments
Connecticut
$8.14M -$30.5K -66 -0.4%
ISB
1313
Iowa State Bank
Iowa
$8.1M
DA
1314
DCM Advisors
New York
$8.1M +$427K +924 +5%
MBTD
1315
Mechanics Bank - Trust Department
California
$8.08M -$63.7K -138 -0.8%
SWM
1316
Salvus Wealth Management
New Jersey
$8.08M -$77.1K -167 -0.9%
Verition Fund Management
1317
Verition Fund Management
Connecticut
$8.08M +$881K +1,907 +12%
PI
1318
PFG Investments
New York
$8.06M -$242K -524 -3%
CAAS
1319
Capital Asset Advisory Services
Michigan
$8.05M +$136K +295 +2%
FHA
1320
First Horizon Advisors
Tennessee
$8.04M +$234K +506 +3%
CIM
1321
Chiron Investment Management
New York
$8.04M
GC
1322
Grimes & Company
Massachusetts
$8.01M +$404K +876 +5%
PFA
1323
Pure Financial Advisors
California
$8M +$693K +1,501 +9%
AC
1324
Avestar Capital
New York
$7.98M +$977K +2,116 +14%
IWA
1325
Integrity Wealth Advisors
California
$7.97M +$8.11M +17,573 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.