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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
CIA
3101
Caerus Investment Advisors
Texas
$729K
MWA
3102
MFA Wealth Advisors
Pennsylvania
$727K
FWP
3103
Falcon Wealth Planning
California
$726K +$37.2K +91 +5%
HFS
3104
HBC Financial Services
Washington
$726K
ORG
3105
Optimist Retirement Group
Washington
$726K +$24.5K +60 +3%
SAM
3106
Selway Asset Management
$724K -$206K -505 -22%
CNWM
3107
Clay Northam Wealth Management
California
$724K
PCG
3108
PFC Capital Group
California
$724K
SFC
3109
SYM Financial Corp
Indiana
$723K +$233K +569 +47%
GWP
3110
Gateway Wealth Partners
Wisconsin
$721K +$82.5K +202 +13%
MWA
3111
Motive Wealth Advisors
Michigan
$721K +$409 +1 +0.1%
IWP
3112
IAG Wealth Partners
Wisconsin
$720K -$81.7K -200 -10%
TAM
3113
Trillium Asset Management
Massachusetts
$720K -$115K -281 -14%
WCFA
3114
Walkner Condon Financial Advisors
Wisconsin
$719K +$29.8K +73 +4%
OW
3115
Olistico Wealth
Oklahoma
$718K
NCTC
3116
New Covenant Trust Company
Indiana
$718K -$13.9K -34 -2%
DSC
3117
Duncker Streett & Co
Missouri
$715K
KWM
3118
Kolinsky Wealth Management
New Jersey
$714K +$58.4K +143 +9%
JWWM
3119
Johnson & White Wealth Management
Pennsylvania
$713K +$716K +1,752 New
UL
3120
Unionview LLC
Washington
$710K
AGA
3121
Arkos Global Advisors
Texas
$707K -$529K -1,294 -43%
RSWA
3122
Robinson Smith Wealth Advisors
Maine
$705K +$42.1K +103 +6%
BWA
3123
BlueChip Wealth Advisors
Georgia
$704K -$9.4K -23 -1%
EB
3124
Exchange Bank
California
$702K -$20.4K -50 -3%
BFM
3125
Boothbay Fund Management
New York
$701K -$949K -2,323 -57%

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.