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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
PWM
2901
Power Wealth Management
Georgia
$1.01M +$96.8K +219 +11%
CAM
2902
Concorde Asset Management
Michigan
$1.01M -$84.9K -192 -8%
TWP
2903
Tempus Wealth Planning
California
$1.01M +$37.6K +85 +4%
6F
2904
626 Financial
Michigan
$1.01M -$32.7K -74 -3%
ACM
2905
Argyle Capital Management
Pennsylvania
$1.01M +$39.8K +90 +4%
HCA
2906
Heck Capital Advisors
Wisconsin
$1.01M -$11.1K -25 -1%
UWM
2907
USAdvisors Wealth Management
Minnesota
$1.01M +$22.1K +50 +2%
SFP
2908
Sterling Financial Planning
New Jersey
$1.01M -$48.6K -110 -5%
RG
2909
Renaissance Group
Kentucky
$1.01M -$33.6K -76 -3%
SMA
2910
Seven Mile Advisory
New Jersey
$1M +$60.1K +136 +7%
KAM
2911
Knightsbridge Asset Management
California
$1M -$20.8K -47 -2%
OFW
2912
Omnia Family Wealth
Florida
$1M +$110K +248 +13%
UAG
2913
United Advisor Group
Ohio
$1M +$72.5K +164 +8%
SRL
2914
Scientech Research LLC
New Jersey
$1M +$962K +2,176 New
CAL
2915
Capital Advisors Ltd
Ohio
$1M +$3.54K +8 +0.4%
HP
2916
Hilltop Partners
Indiana
$1,000K +$97.7K +221 +11%
WCP
2917
Wick Capital Partners
Pennsylvania
$999K +$230K +520 +32%
PW
2918
Paladin Wealth
Minnesota
$997K +$958K +2,167 New
AW
2919
Apricus Wealth
South Carolina
$995K -$8.84K -20 -0.9%
RLIM
2920
Red Lighthouse Investment Management
New York
$994K -$442 -1 -0%
SIA
2921
Sage Investment Advisers
New York
$993K -$8.4K -19 -0.9%
DWM
2922
Defined Wealth Management
Oregon
$993K +$15.9K +36 +2%
MAM
2923
Marquette Asset Management
Minnesota
$991K -$88.4K -200 -8%
SI
2924
SimpliFi Inc
California
$990K
IFA
2925
Index Fund Advisors
California
$989K +$14.2K +32 +2%

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.