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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
CBT
2926
CoreFirst Bank & Trust
Kansas
$870K
BFA
2927
Beacon Financial Advisory
Ohio
$868K +$65.8K +161 +8%
KWAG
2928
Kiely Wealth Advisory Group
North Carolina
$867K +$4.9K +12 +0.6%
CAM
2929
Congress Asset Management
Massachusetts
$864K
DWM
2930
Defined Wealth Management
Oregon
$863K +$17.6K +43 +2%
S
2931
Sunpointe
Missouri
$863K +$88.7K +217 +11%
WWC
2932
Waypoint Wealth Counsel
Georgia
$861K +$24.5K +60 +3%
IFA
2933
Index Fund Advisors
California
$861K +$65.8K +161 +8%
BC
2934
Belmont Capital
California
$860K -$27.8K -68 -3%
FA
2935
Financial Alternatives
California
$859K +$112K +275 +15%
AHL
2936
Abel Hall LLC
Louisiana
$858K +$63.7K +156 +8%
GG
2937
Gleason Group
Kentucky
$858K
PCS
2938
Private Client Services
Kentucky
$858K +$15.1K +37 +2%
TWP
2939
Tempus Wealth Planning
California
$857K +$36K +88 +4%
ACM
2940
Argyle Capital Management
Pennsylvania
$854K +$858K +2,100 New
DI
2941
DDFG Inc
California
$854K
WTFG
2942
Wells Trecaso Financial Group
Ohio
$854K
MGAM
2943
McGowan Group Asset Management
Texas
$853K +$817 +2 +0.1%
ACM
2944
Argent Capital Management
Missouri
$851K -$301K -736 -26%
MA
2945
MBA Advisors
Pennsylvania
$849K -$39.6K -97 -4%
EGWAG
2946
Elwood & Goetz Wealth Advisory Group
Georgia
$849K -$1.63K -4 -0.2%
FSC
2947
Full Sail Capital
Oklahoma
$849K +$179K +439 +27%
JWS
2948
Juncture Wealth Strategies
Arizona
$849K -$60.1K -147 -7%
BAM
2949
BOS Asset Management
Illinois
$848K
MCM
2950
Mattern Capital Management
Colorado
$848K +$82.9K +203 +11%

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.