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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
CWA
3051
Choice Wealth Advisors
Maine
$869K -$10.6K -24 -1%
KWM
3052
Kolinsky Wealth Management
New Jersey
$867K +$57K +129 +7%
OA
3053
Oceanside Advisors
South Carolina
$866K
ECM
3054
Estabrook Capital Management
New York
$865K
WDG
3055
Wealth Dimensions Group
Ohio
$865K -$7.08K -16 -0.8%
VBWMG
3056
Von Berge Wealth Management Group
California
$865K -$92.4K -209 -10%
DCM
3057
DGS Capital Management
New Jersey
$863K +$24.8K +56 +3%
LG
3058
LAM Group
Oregon
$862K
CAAM
3059
Cornerstone Advisors Asset Management
Pennsylvania
$861K
PFP
3060
Paragon Financial Partners
California
$861K
MWM
3061
Meritas Wealth Management
California
$859K +$11.1K +25 +1%
HS
3062
Horan Securities
United States
$859K -$142K -321 -15%
FWP
3063
Falcon Wealth Planning
California
$858K +$35.4K +80 +4%
C
3064
Covestor
United Kingdom
$854K -$62.8K -142 -7%
WAM
3065
Wallington Asset Management
Indiana
$854K +$379K +856 +86%
GF
3066
Goodman Financial
Texas
$854K -$12.4K -28 -1%
ONST
3067
Old North State Trust
North Carolina
$852K +$6.63K +15 +0.8%
MHR
3068
Matthew Hamilton Rosenberg
$852K +$15.5K +35 +2%
WTFG
3069
Wells Trecaso Financial Group
Ohio
$851K -$111K -250 -12%
SIGI
3070
Susquehanna International Group (Ireland)
Ireland
$847K +$814K +1,841 New
DAM
3071
Diamant Asset Management
Connecticut
$847K
OAM
3072
Oak Asset Management
California
$847K
SPA
3073
Shore Point Advisors
New Jersey
$847K
LWMM
3074
Legacy Wealth Management (Mississippi)
Mississippi
$846K +$150K +339 +23%
CISOA
3075
Capital Investment Services of America
Wisconsin
$845K -$73K -165 -8%

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.