We are live on ! Find out more
BRK.B icon

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
GG
3001
Gleason Group
Kentucky
$915K -$53.1K -120 -6%
EWA
3002
ERTS Wealth Advisors
Michigan
$915K -$4.86K -11 -0.6%
GPW
3003
Gentry Private Wealth
Kansas
$914K -$884 -2 -0.1%
AFS
3004
Annapolis Financial Services
Maryland
$913K +$11.5K +26 +1%
FWM
3005
Forza Wealth Management
Florida
$910K +$116K +263 +15%
SA
3006
Strategic Advocates
Utah
$909K
CG
3007
Cynosure Group
Utah
$909K +$874K +1,976 New
TLFA
3008
True Link Financial Advisors
California
$909K +$3.98K +9 +0.5%
CPA
3009
Clear Point Advisors
New York
$908K +$7.08K +16 +0.8%
EL
3010
EWA LLC
Pennsylvania
$907K +$114K +258 +15%
SP
3011
Sequent Planning
Nebraska
$905K -$146K -331 -14%
HP
3012
Holowesko Partners
Bahamas
$904K
APSI
3013
Asset Planning Services Inc
Louisiana
$904K -$48.6K -110 -5%
TCG
3014
Transcendent Capital Group
Oklahoma
$904K +$113K +256 +15%
WCM
3015
Wealthcare Capital Management
Virginia
$901K +$24.8K +56 +3%
FIC
3016
Family Investment Center
Missouri
$900K -$198K -448 -19%
SWM
3017
Sugarloaf Wealth Management
Georgia
$900K -$82.2K -186 -9%
EA
3018
Emerald Advisors
Washington
$900K -$111K -250 -11%
APW
3019
Austin Private Wealth
Texas
$899K -$202K -457 -19%
SFS
3020
Security Financial Services
Indiana
$898K +$7.08K +16 +0.8%
CCG
3021
Capital CS Group
California
$898K
OWA
3022
One Wealth Advisors
California
$896K -$468K -1,058 -35%
CWP
3023
Curated Wealth Partners
California
$895K +$17.7K +40 +2%
RIA
3024
Realta Investment Advisors
Delaware
$894K -$7.23M -16,356 -89%
UIA
3025
Ulland Investment Advisors
Minnesota
$894K -$39.8K -90 -4%

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.