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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
G
3101
Gainplan
Michigan
$816K
MWA
3102
MFA Wealth Advisors
Pennsylvania
$816K -$6.63K -15 -0.8%
NCMW
3103
Northern Capital Management (Washington)
Washington
$815K +$543K +1,227 +226%
TAM
3104
Trillium Asset Management
Massachusetts
$815K
OW
3105
Olistico Wealth
Oklahoma
$812K
LA
3106
Lifeworks Advisors
Michigan
$812K +$78.7K +178 +11%
SFG
3107
Shum Financial Group
California
$812K +$807K +1,824 New
DSC
3108
Duncker Streett & Co
Missouri
$809K
OCG
3109
Opus Capital Group
Ohio
$808K -$19.9K -45 -3%
JWWM
3110
Johnson & White Wealth Management
Pennsylvania
$806K
T
3111
Tidemark
California
$806K +$35.8K +81 +5%
UL
3112
Unionview LLC
Washington
$804K
SPI
3113
Sutton Place Investors
New York
$802K +$65K +147 +9%
TCM
3114
Tradewinds Capital Management
Washington
$800K +$39.4K +89 +5%
ZB
3115
Zions Bancorporation
Utah
$799K -$59.7K -135 -7%
ACC
3116
Acorn Creek Capital
Colorado
$798K +$51.3K +116 +7%
BWM
3117
Baron Wealth Management
Michigan
$796K +$202K +456 +36%
1IA
3118
1620 Investment Advisors
Massachusetts
$796K -$307K -695 -29%
WSWA
3119
Warren Street Wealth Advisors
California
$794K +$2.21K +5 +0.3%
SFC
3120
Strategic Financial Concepts
Texas
$793K -$285M -645,597 -100%
FWI
3121
Facet Wealth Inc
Maryland
$793K -$231K -522 -23%
PFG
3122
Prosperity Financial Group
California
$791K -$250K -566 -25%
APWA
3123
Atlas Private Wealth Advisors
New Jersey
$791K +$76.9K +174 +11%
KAM
3124
KEB Asset Management
Illinois
$791K -$45.1K -102 -6%
RTC
3125
Riverview Trust Company
Washington
$789K -$42.4K -96 -5%

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.