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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
FWM
3126
FMB Wealth Management
California
$788K
MC
3127
McCarthy & Cox
Ohio
$788K +$266K +602 +54%
EC
3128
EdgeRock Capital
Colorado
$788K +$757K +1,711 New
PSIWM
3129
Paradigm Strategies in Wealth Management
Minnesota
$787K
FCA
3130
FinTrust Capital Advisors
South Carolina
$785K -$73K -165 -9%
FBFS
3131
First Business Financial Services
Wisconsin
$785K
OHWP
3132
Oak Harbor Wealth Partners
North Carolina
$784K +$38.5K +87 +5%
EB
3133
Exchange Bank
California
$782K -$11.1K -25 -1%
CPSC
3134
Carl P. Sherr & Co
Massachusetts
$782K +$24.3K +55 +3%
AC
3135
AXQ Capital
New Jersey
$780K -$2.05M -4,630 -73%
CP
3136
Capital Planning
Washington
$779K +$84.9K +192 +13%
CWM
3137
Cherrydale Wealth Management
New Jersey
$778K -$7.52K -17 -1%
RFA
3138
ROI Financial Advisors
Oregon
$778K +$363K +822 +95%
HP
3139
Holistic Planning
Texas
$772K +$37.6K +85 +5%
SP
3140
Symmetry Partners
Connecticut
$771K -$3.19M -7,212 -81%
MC
3141
Matisse Capital
Oregon
$771K +$15.9K +36 +2%
PC
3142
Permit Capital
Pennsylvania
$771K -$66.3K -150 -8%
MSG
3143
Main Street Group
Virginia
$770K -$2.65K -6 -0.4%
WPW
3144
Warther Private Wealth
Ohio
$769K -$281K -636 -28%
GWP
3145
Gateway Wealth Partners
Wisconsin
$768K -$46K -104 -6%
RSWA
3146
Robinson Smith Wealth Advisors
Maine
$768K -$27.9K -63 -4%
SWRP
3147
Summit Wealth & Retirement Planning
California
$768K -$273K -617 -27%
AW
3148
Atlas Wealth
Ohio
$767K -$737K -1,667 -50%
PIFP
3149
Partners in Financial Planning
Virginia
$767K
KBFS
3150
Kohmann Bosshard Financial Services
Ohio
$767K -$20.8K -47 -3%

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.