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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
AHC
2976
Anderson Hoagland & Co
Missouri
$940K
T
2977
TNF
Montana
$939K
MC
2978
Mayar Capital
United Kingdom
$938K
OAJ
2979
Ogorek Anthony Joseph
New York
$938K
RWA
2980
Redmont Wealth Advisors
Illinois
$934K -$92K -208 -9%
PWM
2981
Partnership Wealth Management
Maryland
$934K +$898K +2,030 New
BIA
2982
Bigelow Investment Advisors
Maine
$934K -$2.21K -5 -0.2%
NCM
2983
NCM Capital Management
New Jersey
$933K
BAM
2984
Boyar Asset Management
New York
$932K -$19.9K -45 -2%
IHWM
2985
Iron Horse Wealth Management
Iowa
$931K +$20.3K +46 +2%
VEA
2986
Virtus ETF Advisers
New York
$931K -$5.31K -12 -0.6%
TA
2987
TCM Advisors
West Virginia
$931K
ACM
2988
Argent Capital Management
Missouri
$930K -$32.3K -73 -3%
SIA
2989
Spectrum Investment Advisors
Wisconsin
$929K -$6.63K -15 -0.7%
LSA
2990
L & S Advisors
California
$928K -$8.66M -19,576 -91%
JWS
2991
Juncture Wealth Strategies
Arizona
$927K -$31.8K -72 -3%
LWM
2992
LJI Wealth Management
Indiana
$927K +$39.4K +89 +5%
SFC
2993
SYM Financial Corp
Indiana
$926K +$103K +233 +13%
FF
2994
Financial Futures
New Jersey
$925K +$663K +1,500 +294%
JTWM
2995
Jackson Thornton Wealth Management
Alabama
$925K
FOA
2996
Five Oceans Advisors
California
$923K +$1.33K +3 +0.1%
GWM
2997
GDS Wealth Management
Texas
$921K +$48.6K +110 +6%
SI
2998
Symmetry Investments
Jersey
$921K +$884K +2,000 New
KWAG
2999
Kiely Wealth Advisory Group
North Carolina
$920K -$22.1K -50 -2%
CAM
3000
Campion Asset Management
Virginia
$916K -$24.3K -55 -3%

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.