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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
GL
3026
Gerber LLC
Ohio
$788K
BBPWM
3027
Blue Bell Private Wealth Management
Pennsylvania
$788K +$2.04K +5 +0.3%
SFS
3028
Security Financial Services
Indiana
$787K -$521K -1,274 -40%
OFW
3029
Omnia Family Wealth
Florida
$785K +$32.7K +80 +4%
IPAM
3030
Investment Partners Asset Management
New Jersey
$784K
ATC
3031
Advantage Trust Company
Kansas
$784K
LWM
3032
LJI Wealth Management
Indiana
$784K +$409 +1 +0.1%
DP
3033
Dearborn Partners
Illinois
$783K +$31.5K +77 +4%
GWMIA
3034
Global Wealth Management Investment Advisory
Florida
$781K +$132K +324 +20%
PS
3035
Planned Solutions
California
$779K
SOW
3036
State of Wyoming
Wyoming
$778K -$807K -1,976 -51%
CWA
3037
Choice Wealth Advisors
Maine
$778K -$16.3K -40 -2%
GFG
3038
Goldstone Financial Group
Illinois
$776K +$66.6K +163 +9%
CWP
3039
Curated Wealth Partners
California
$775K +$778K +1,904 New
WCM
3040
Wealthcare Capital Management
Virginia
$774K +$507K +1,240 +187%
TC
3041
TradeLink Capital
Illinois
$773K +$776K +1,900 New
CMA
3042
Cedar Mountain Advisors
Oregon
$773K
KWM
3043
KFG Wealth Management
Indiana
$773K +$2.04K +5 +0.3%
WDG
3044
Wealth Dimensions Group
Ohio
$771K -$57.6K -141 -7%
MFA
3045
McClarren Financial Advisors
Pennsylvania
$769K +$891K +2,181 +116%
GA
3046
Gordian Advisors
Arizona
$769K
GWM
3047
GDS Wealth Management
Texas
$769K +$64.6K +158 +9%
MPCG
3048
Matrix Private Capital Group
New York
$769K +$55.2K +135 +8%
CCM
3049
Cohen Capital Management
California
$767K +$60.9K +149 +9%
GF
3050
Goodman Financial
Texas
$766K +$258K +631 +50%

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.