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Berkshire Hathaway Class B

4,037 hedge funds and large institutions have $349B invested in Berkshire Hathaway Class B in 2024 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 1,733 increasing their positions, 1,443 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 101

81% more call options, than puts

Call options by funds: $8.42B | Put options by funds: $4.65B

20% more repeat investments, than reductions

Existing positions increased: 1,733 | Existing positions reduced: 1,443

1% more funds holding

Funds holding: 4,0034,037 (+34)

0.29% more ownership

Funds ownership: 65.31%65.59% (+0.29%)

2% less capital invested

Capital invested by funds: $356B → $349B (-$6.85B)

8% less funds holding in top 10

Funds holding in top 10: 729671 (-58)

Holders
4,037
Holders Change
+34
Holders Change %
+0.85%
% of All Funds
58.25%
Holding in Top 10
671
Holding in Top 10 Change
-58
Holding in Top 10 Change %
-7.96%
% of All Funds
9.68%
New
191
Increased
1,733
Reduced
1,443
Closed
101
Calls
$8.42B
Puts
$4.65B
Net Calls
+$3.76B
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
2826
Mountain Pacific Investment Advisers
Idaho
$986K -$634K -1,552 -39%
HIM
2827
Hanlon Investment Management
New Jersey
$986K +$155K +379 +19%
ACA
2828
Affinity Capital Advisors
California
$986K
1IA
2829
1620 Investment Advisors
Massachusetts
$986K +$300K +734 +43%
PFC
2830
Phocas Financial Corp
California
$981K
NCM
2831
Noesis Capital Mangement
Florida
$981K +$253K +619 +35%
APW
2832
Austin Private Wealth
Texas
$980K +$206K +505 +27%
HFBOT
2833
Home Federal Bank of Tennessee
Tennessee
$978K
FIC
2834
Family Investment Center
Missouri
$978K +$32.7K +80 +3%
CWA
2835
Consilio Wealth Advisors
Washington
$978K +$13.5K +33 +1%
BWM
2836
BCS Wealth Management
Tennessee
$977K
EW
2837
Element Wealth
Mississippi
$977K +$6.54K +16 +0.7%
CIM
2838
Chapman Investment Management
California
$973K -$2.04K -5 -0.2%
CAM
2839
Concorde Asset Management
Michigan
$973K +$47.4K +116 +5%
SFM
2840
Signet Financial Management
New Jersey
$971K -$112K -273 -10%
Members Trust
2841
Members Trust
Florida
$967K -$6.13K -15 -0.6%
EA
2842
Eclectic Associates
California
$965K
BCM
2843
Boltwood Capital Management
California
$962K -$34.3K -84 -3%
RAM
2844
Riggs Asset Management
Pennsylvania
$961K -$6.13K -15 -0.6%
GA
2845
Greenspring Advisors
Maryland
$960K
WA
2846
Wealthstream Advisors
New York
$958K +$24.1K +59 +3%
MAM
2847
Marquette Asset Management
Minnesota
$957K -$40.9K -100 -4%
WJA
2848
Willis Johnson & Associates
Texas
$957K -$171K -418 -15%
CP
2849
Canopy Partners
Ohio
$955K +$4.5K +11 +0.5%
WRPWM
2850
Werba Rubin Papier Wealth Management
California
$954K +$50.7K +124 +6%

BRK.B Hedge Fund Activity: Q2 2024 in Review

4,037 of the 6,931 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2024, worth a combined $349B — down 1.9% from $356B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new BRK.B positions and 101 closed out — a net gain of 90 holders — while 1,733 added to existing stakes and 1,443 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $2.99B. The largest seller was Vanguard Group, cutting an estimated $982M.

  • 4,037 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2024, up from 4,003 in Q1 2024.
  • Funds reported $349B of Berkshire Hathaway Class B stock for Q2 2024, down 1.9% quarter-over-quarter.
  • 191 funds opened new Berkshire Hathaway Class B positions in Q2 2024 and 101 closed out, a net change of +90 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2024 was Gates Foundation Trust, an estimated $2.99B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2024 was Vanguard Group, an estimated $982M sold.

Based on aggregated 13F filings for Q2 2024.