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Berkshire Hathaway Class B

4,112 hedge funds and large institutions have $396B invested in Berkshire Hathaway Class B in 2024 Q3 according to their latest regulatory filings, with 205 funds opening new positions, 1,637 increasing their positions, 1,618 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 84

70% more call options, than puts

Call options by funds: $10.5B | Put options by funds: $6.2B

13% more capital invested

Capital invested by funds: $349B → $396B (+$46.8B)

6% more funds holding in top 10

Funds holding in top 10: 671708 (+37)

2% more funds holding

Funds holding: 4,0374,112 (+75)

1% more repeat investments, than reductions

Existing positions increased: 1,637 | Existing positions reduced: 1,618

0.92% more ownership

Funds ownership: 65.59%66.51% (+0.92%)

Holders
4,112
Holders Change
+75
Holders Change %
+1.86%
% of All Funds
58.99%
Holding in Top 10
708
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+5.51%
% of All Funds
10.16%
New
205
Increased
1,637
Reduced
1,618
Closed
84
Calls
$10.5B
Puts
$6.2B
Net Calls
+$4.34B
Net Calls Change
+$574M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
226
Macquarie Group
Australia
$131M +$59.9M +135,475 +91%
GLA
227
Great Lakes Advisors
Illinois
$131M -$5.2M -11,757 -4%
EWM
228
Evercore Wealth Management
New York
$130M -$2.11M -4,762 -2%
BFS
229
Bradley Foster & Sargent
Connecticut
$129M +$1.09M +2,455 +0.9%
MAM
230
Meeder Asset Management
Ohio
$128M -$13M -29,443 -10%
WJWM
231
Williams Jones Wealth Management
New York
$127M +$409K +925 +0.3%
TIAA Trust, National Association
232
TIAA Trust, National Association
North Carolina
$125M +$18.1K +41 +0%
Barrow, Hanley, Mewhinney & Strauss
233
Barrow, Hanley, Mewhinney & Strauss
Texas
$125M -$5.02M -11,355 -4%
DADC
234
D.A. Davidson & Co
Montana
$124M +$834K +1,887 +0.7%
SOADOR
235
State of Alaska Department of Revenue
Alaska
$124M -$15.1M -34,191 -11%
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
$123M -$3.56M -8,060 -3%
MML Investors Services
237
MML Investors Services
Massachusetts
$122M +$9.77M +22,105 +9%
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$122M +$9.8M +22,172 +9%
Calamos Advisors
239
Calamos Advisors
Illinois
$122M -$2.87M -6,490 -2%
KBC Group
240
KBC Group
Belgium
$121M +$68.9M +155,724 +146%
HNB
241
Huntington National Bank
Ohio
$121M +$3.76M +8,495 +3%
NHC
242
Nicholas Hoffman & Company
Georgia
$120M +$4.24M +9,595 +4%
Zurich Cantonal Bank
243
Zurich Cantonal Bank
Switzerland
$120M +$4.76M +10,764 +4%
II
244
IFM Investors
Australia
$119M -$82.7K -187 -0.1%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$119M +$2.65K +6 +0%
LODC
246
Lanham O'Dell & Company
West Virginia
$119M +$9.86M +22,291 +9%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$118M +$11.3M +25,601 +11%
RMDI
248
R.M. Davis Inc
Maine
$117M -$222K -502 -0.2%
CAG
249
Crestwood Advisors Group
Massachusetts
$117M +$4.17M +9,425 +4%
FMI
250
Factory Mutual Insurance
Massachusetts
$117M -$707K -1,600 -0.6%

BRK.B Hedge Fund Activity: Q3 2024 in Review

4,112 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2024, worth a combined $396B — up 13% from $349B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new BRK.B positions and 84 closed out — a net gain of 121 holders — while 1,637 added to existing stakes and 1,618 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.74B. The largest seller was Norges Bank, cutting an estimated $1.29B.

  • 4,112 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2024, up from 4,037 in Q2 2024.
  • Funds reported $396B of Berkshire Hathaway Class B stock for Q3 2024, up 13% quarter-over-quarter.
  • 205 funds opened new Berkshire Hathaway Class B positions in Q3 2024 and 84 closed out, a net change of +121 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2024 was International Assets Investment Management, an estimated $3.74B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2024 was Norges Bank, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2024.