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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
HCA
2901
Heck Capital Advisors
Wisconsin
$901K -$3.68K -9 -0.4%
CWM
2902
Concentric Wealth Management
California
$900K -$4.09K -10 -0.5%
GPA
2903
Garrison Point Advisors
California
$899K -$35.1K -86 -4%
IF
2904
IRON Financial
Illinois
$895K
SWM
2905
Selective Wealth Management
Virginia
$895K +$323K +791 +57%
COCM
2906
Charter Oak Capital Management
New Hampshire
$892K -$727K -1,778 -45%
THWM
2907
Taylor Hoffman Wealth Management
Virginia
$891K +$138K +337 +18%
CPCP
2908
Cedar Point Capital Partners
Iowa
$890K +$15.5K +38 +2%
HS
2909
Horan Securities
United States
$890K +$40.9K +100 +5%
MWA
2910
Monograph Wealth Advisors
California
$889K -$102K -250 -10%
EA
2911
Emerald Advisors
Washington
$889K +$102K +250 +13%
T
2912
TNF
Montana
$888K +$838K +2,051 New
AW
2913
Apricus Wealth
South Carolina
$887K -$20.4K -50 -2%
SIA
2914
Sage Investment Advisers
New York
$886K -$2.86K -7 -0.3%
FNBTCON
2915
First National Bank & Trust Co of Newtown
Pennsylvania
$885K -$174K -425 -16%
FIBT
2916
First International Bank & Trust
North Dakota
$881K
CAL
2917
Capital Advisors Ltd
Ohio
$881K +$31.9K +78 +4%
RLIM
2918
Red Lighthouse Investment Management
New York
$879K +$3.27K +8 +0.4%
OHWA
2919
Oak Hill Wealth Advisors
Virginia
$878K +$882K +2,158 New
MSWM
2920
McGlone Suttner Wealth Management
Wisconsin
$877K -$32.7K -80 -3%
UWM
2921
USAdvisors Wealth Management
Minnesota
$875K +$45.4K +111 +5%
SI
2922
SimpliFi Inc
California
$875K
JFGLC
2923
Johnson Financial Group LLC (Colorado)
Colorado
$874K -$120K -293 -12%
HG
2924
Harbor Group
New Hampshire
$873K
SWM
2925
Sugarloaf Wealth Management
Georgia
$871K +$2.86K +7 +0.3%

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.