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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
CS
3076
Capital Square
Tennessee
$845K +$46K +104 +6%
MWA
3077
Monograph Wealth Advisors
California
$845K -$155K -350 -16%
PCG
3078
PFC Capital Group
California
$842K +$22.1K +50 +3%
SOW
3079
State of Wyoming
Wyoming
$840K -$38.9K -88 -5%
RSC
3080
Red Spruce Capital
Pennsylvania
$840K -$7.96K -18 -1%
GA
3081
Gordian Advisors
Arizona
$839K -$30.1K -68 -4%
VFP
3082
Verus Financial Partners
Virginia
$838K +$442 +1 +0.1%
WCFA
3083
Walkner Condon Financial Advisors
Wisconsin
$838K +$23.9K +54 +3%
CFA
3084
CWS Financial Advisors
Michigan
$837K -$8.4K -19 -1%
BBNB
3085
Baker Boyer National Bank
Washington
$836K
TPWM
3086
Twelve Points Wealth Management
Massachusetts
$836K +$7.52K +17 +0.9%
WAM
3087
Winslow Asset Management
Ohio
$831K -$3.54K -8 -0.4%
UBV
3088
United Bank (Virginia)
Virginia
$830K -$690K -1,560 -46%
BWM
3089
Birchcreek Wealth Management
Ohio
$830K -$125K -282 -14%
MFG
3090
Menard Financial Group
Texas
$829K +$3.98K +9 +0.5%
TB
3091
Terril Brothers
Missouri
$828K
GWWM
3092
Great Waters Wealth Management
Minnesota
$828K +$35.4K +80 +5%
NWA
3093
New World Advisors
Massachusetts
$827K -$30.5K -69 -4%
CIA
3094
Caerus Investment Advisors
Texas
$824K
HI
3095
Human Investing
Oregon
$822K +$44.2K +100 +6%
ORG
3096
Optimist Retirement Group
Washington
$821K
BFWA
3097
Benchmark Financial Wealth Advisors
Florida
$819K +$117K +264 +17%
SAM
3098
Selway Asset Management
$819K
CNWM
3099
Clay Northam Wealth Management
California
$817K -$2.21K -5 -0.3%
JGUA
3100
John G. Ullman & Associates
New York
$817K -$11.1K -25 -1%

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.