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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
BWM
2951
Birchcreek Wealth Management
Ohio
$848K -$40.9K -100 -5%
HP
2952
Highlander Partners
Texas
$847K
MADR
2953
Milestones Administradora de Recursos
Brazil
$846K
VIM
2954
Vista Investment Management
Pennsylvania
$846K -$4.9K -12 -0.6%
MCC
2955
Maiden Cove Capital
Maine
$845K +$822K +2,012 New
CST
2956
Charles Schwab Trust
Nevada
$845K +$849K +2,077 New
SLC
2957
Second Line Capital
Louisiana
$845K +$44.1K +108 +5%
Aristotle Capital Management
2958
Aristotle Capital Management
California
$844K
APSI
2959
Asset Planning Services Inc
Louisiana
$844K
BAM
2960
Boyar Asset Management
New York
$842K +$6.54K +16 +0.8%
SB
2961
Sunflower Bank
Texas
$842K -$11K -27 -1%
FTC
2962
Farmers Trust Company
Ohio
$841K -$26.2K -64 -3%
CIS
2963
Continental Investors Services
Washington
$840K
LIM
2964
Lagoda Investment Management
New York
$840K
GWM
2965
Greenhouse Wealth Management
Connecticut
$838K
EAM
2966
Empirical Asset Management
Massachusetts
$838K -$423K -1,035 -13%
LNWWM
2967
Laird Norton Wetherby Wealth Management
California
$836K +$492K +1,205 +142%
AHC
2968
Anderson Hoagland & Co
Missouri
$835K
MAM
2969
Milestone Asset Management
Pennsylvania
$834K +$246K +603 +42%
CPL
2970
CAP Partners LLC
Tennessee
$833K -$8.99K -22 -1%
SMA
2971
Seven Mile Advisory
New Jersey
$833K +$2.04K +5 +0.2%
CAM
2972
Campion Asset Management
Virginia
$832K
VBWMG
2973
Von Berge Wealth Management Group
California
$832K -$10.2K -25 -1%
NL
2974
Navalign LLC
California
$831K +$34.7K +85 +4%
MC
2975
Mayar Capital
United Kingdom
$829K

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.