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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
OAJ
2976
Ogorek Anthony Joseph
New York
$829K
MW
2977
Maia Wealth
Colorado
$829K +$780K +1,908 New
SIA
2978
Spectrum Investment Advisors
Wisconsin
$827K -$82.9K -203 -9%
BIA
2979
Bigelow Investment Advisors
Maine
$827K -$4.09K -10 -0.5%
VEA
2980
Virtus ETF Advisers
New York
$827K +$831K +2,034 New
UIA
2981
Ulland Investment Advisors
Minnesota
$827K +$1.63K +4 +0.2%
AFG
2982
ABLE Financial Group
Arizona
$827K
CUAMC
2983
China Universal Asset Management Company
China
$826K -$246K -601 -23%
PF
2984
Prosperitas Financial
California
$826K -$3.27K -8 -0.4%
MCM
2985
Marsico Capital Management
Colorado
$825K
RA
2986
Riversedge Advisors
Delaware
$825K +$60.5K +148 +8%
IA
2987
IMZ Advisory
Florida
$825K -$409 -1 -0%
NCM
2988
NCM Capital Management
New Jersey
$825K
LSIA
2989
LaSalle St. Investment Advisors
Illinois
$823K +$161K +393 +24%
EE
2990
EWG Elevate
California
$823K
EW
2991
Evoke Wealth
California
$822K -$6.82M -16,690 -89%
UAG
2992
United Advisor Group
Ohio
$818K +$253K +619 +44%
JTWM
2993
Jackson Thornton Wealth Management
Alabama
$817K
G
2994
Gainplan
Michigan
$816K +$433K +1,060 +112%
FOA
2995
Five Oceans Advisors
California
$815K -$82.1K -201 -9%
CISOA
2996
Capital Investment Services of America
Wisconsin
$814K
TC
2997
Torno Capital
Massachusetts
$814K -$26.6M -65,000 -97%
EL
2998
Envoi LLC
Minnesota
$814K -$511K -1,251 -38%
EWA
2999
ERTS Wealth Advisors
Michigan
$813K -$4.09K -10 -0.5%
GHAM
3000
Gilman Hill Asset Management
Connecticut
$813K +$28.6K +70 +4%

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.