We are live on ! Find out more
BRK.B icon

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
PIM
3151
Progressive Investment Management
Oregon
$675K
RWM
3152
Raffa Wealth Management
District of Columbia
$675K +$173K +423 +34%
CRI
3153
Commonwealth Retirement Investments
Virginia
$673K
JC
3154
Jentner Corp
Ohio
$672K -$224K -548 -25%
WMP
3155
Wealth Management Partners
Arizona
$672K -$10.2K -25 -1%
IAA
3156
Ironsides Asset Advisors
North Carolina
$671K -$347K -850 -34%
TCM
3157
Tradewinds Capital Management
Washington
$671K
WCP
3158
Wick Capital Partners
Pennsylvania
$671K +$116K +285 +21%
HP
3159
Holistic Planning
Texas
$670K
CPSC
3160
Carl P. Sherr & Co
Massachusetts
$669K -$61.3K -150 -8%
WFO
3161
Wealthgate Family Office
Colorado
$669K
BWM
3162
Bulltick Wealth Management
Florida
$667K -$1.11M -2,728 -62%
MC
3163
Matisse Capital
Oregon
$667K
BMA
3164
Brooks Moore & Associates
Tennessee
$665K
HWM
3165
Horizons Wealth Management
North Carolina
$660K +$38.8K +95 +7%
DA
3166
Doliver Advisors
Texas
$659K
ACC
3167
Acorn Creek Capital
Colorado
$658K +$117K +286 +21%
OHWP
3168
Oak Harbor Wealth Partners
North Carolina
$657K -$18.8K -46 -3%
BCM
3169
BTC Capital Management
Iowa
$657K
KPWG
3170
KFA Private Wealth Group
Virginia
$655K -$842K -2,061 -56%
HB
3171
Horizon Bancorp
Indiana
$653K
FDS
3172
First Dallas Securities
Texas
$652K +$817 +2 +0.1%
VW
3173
Veridan Wealth
Oregon
$651K +$548K +1,341 New
PC
3174
Port Capital
Illinois
$651K -$82.5K -202 -11%
LWM
3175
Luminvest Wealth Management
Arizona
$649K +$6.54K +16 +1%

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.