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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
C
3001
Covestor
United Kingdom
$812K +$324K +794 +66%
GPW
3002
Gentry Private Wealth
Kansas
$809K +$812K +1,988 New
VanEck Associates
3003
VanEck Associates
New York
$808K -$202M -494,976 -100%
RPA
3004
Rock Point Advisors
Vermont
$808K +$38.8K +95 +5%
FRM
3005
Fox Run Management
Connecticut
$807K +$811K +1,984 New
Vanguard Capital Wealth Advisors
3006
Vanguard Capital Wealth Advisors
Colorado
$807K -$53.1K -130 -6%
PWM
3007
Power Wealth Management
Georgia
$806K +$277K +678 +52%
PSFG
3008
Prairie Sky Financial Group
Illinois
$804K -$266K -651 -25%
IHWM
3009
Iron Horse Wealth Management
Iowa
$804K +$219K +535 +37%
SA
3010
Strategic Advocates
Utah
$804K
WAC
3011
William Allan Corp
Colorado
$803K +$71.9K +176 +10%
TLFA
3012
True Link Financial Advisors
California
$800K -$9.81K -24 -1%
CFP
3013
Curran Financial Partners
South Carolina
$800K +$47.4K +116 +6%
HP
3014
Holowesko Partners
Bahamas
$799K -$817K -2,000 -50%
BWM
3015
BNC Wealth Management
Oregon
$799K -$4.9K -12 -0.6%
AFS
3016
Annapolis Financial Services
Maryland
$797K
RCM
3017
Raleigh Capital Management
North Carolina
$796K +$105K +256 +15%
CPA
3018
Clear Point Advisors
New York
$796K
LCWP
3019
Legacy Capital Wealth Partners
Arkansas
$795K +$799K +1,955 New
HP
3020
Hilltop Partners
Indiana
$794K +$208K +509 +35%
PA
3021
Probity Advisors
Texas
$793K -$6.54K -16 -0.8%
CCG
3022
Capital CS Group
California
$793K
SC
3023
Skylands Capital
Wisconsin
$793K
BEC
3024
Blue Edge Capital
Virginia
$792K
NFSG
3025
Newbridge Financial Services Group
Florida
$790K -$258K -632 -25%

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.