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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
CFP
3026
Curran Financial Partners
South Carolina
$893K -$11.1K -25 -1%
CMA
3027
Cedar Mountain Advisors
Oregon
$893K +$18.6K +42 +2%
HPM
3028
Hoxton Planning & Management
West Virginia
$892K +$61K +138 +8%
EE
3029
EWG Elevate
California
$892K -$37.6K -85 -4%
GL
3030
Gerber LLC
Ohio
$891K
RFG
3031
RFP Financial Group
Georgia
$889K -$587K -1,328 -41%
GHAM
3032
Gilman Hill Asset Management
Connecticut
$887K -$31K -70 -4%
ATC
3033
Advantage Trust Company
Kansas
$887K
KWM
3034
KFG Wealth Management
Indiana
$887K +$12.4K +28 +1%
CIS
3035
Continental Investors Services
Washington
$886K -$56.6K -128 -6%
Vanguard Capital Wealth Advisors
3036
Vanguard Capital Wealth Advisors
Colorado
$885K -$26.5K -60 -3%
BBPWM
3037
Blue Bell Private Wealth Management
Pennsylvania
$885K -$5.75K -13 -0.7%
IPAM
3038
Investment Partners Asset Management
New Jersey
$883K -$4.42K -10 -0.5%
CFG
3039
Clayton Financial Group
Missouri
$883K +$55.3K +125 +7%
LCWP
3040
Legacy Capital Wealth Partners
Arkansas
$882K -$16.8K -38 -2%
PS
3041
Planned Solutions
California
$881K
BWL
3042
Bogart Wealth LLC
Virginia
$880K +$197K +446 +30%
NWAG
3043
Net Worth Advisory Group
Utah
$878K +$844K +1,909 New
MPW
3044
MGO Private Wealth
California
$874K -$175K -396 -17%
DP
3045
Dearborn Partners
Illinois
$874K -$11.1K -25 -1%
PA
3046
Probity Advisors
Texas
$873K -$23.4K -53 -3%
WFA
3047
WestHill Financial Advisors
California
$872K +$13.7K +31 +2%
JWM
3048
JGP Wealth Management
Oregon
$871K +$206K +467 +33%
MPCG
3049
Matrix Private Capital Group
New York
$870K
WPC
3050
White Pine Capital
Minnesota
$869K +$32.3K +73 +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.