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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
PIM
3151
Progressive Investment Management
Oregon
$764K
JC
3152
Jentner Corp
Ohio
$761K
OAM
3153
Oxford Asset Management
United Kingdom
$759K +$730K +1,650 New
OFP
3154
OLIO Financial Planning
Virginia
$759K
WMP
3155
Wealth Management Partners
Arizona
$759K -$1.33K -3 -0.2%
VCM
3156
Virtue Capital Management
Tennessee
$758K -$1.72M -3,881 -70%
LCM
3157
Landscape Capital Management
New Jersey
$758K -$996K -2,253 -58%
SIAG
3158
Safeguard Investment Advisory Group
California
$757K +$110K +248 +18%
IWM
3159
Iams Wealth Management
Nebraska
$755K +$261K +590 +56%
HFS
3160
HBC Financial Services
Washington
$754K
BWA
3161
BlueChip Wealth Advisors
Georgia
$750K -$44.2K -100 -6%
LF
3162
LifePlan Financial
Minnesota
$750K -$97.3K -220 -12%
PP
3163
Paloma Partners
Connecticut
$748K -$6.72M -15,197 -90%
BCM
3164
BTC Capital Management
Iowa
$745K +$1.77K +4 +0.2%
4WM
3165
49 Wealth Management
Texas
$744K +$35.8K +81 +5%
CFIA
3166
Cantor Fitzgerald Investment Advisors
New York
$743K +$138K +313 +24%
RCM
3167
RNC Capital Management
California
$742K
BBA
3168
Braun-Bostich & Associates
Pennsylvania
$742K +$66.3K +150 +10%
CCA
3169
Clearwater Capital Advisors
Illinois
$739K +$230K +521 +48%
TCBWMS
3170
Texas Capital Bank Wealth Management Services
Texas
$739K +$14.2K +32 +2%
HB
3171
Horizon Bancorp
Indiana
$738K
FDS
3172
First Dallas Securities
Texas
$737K
AH
3173
Addis & Hill
Pennsylvania
$737K +$708K +1,602 New
LFA
3174
Lauterbach Financial Advisors
Texas
$736K
MFG
3175
Mosaic Financial Group
Illinois
$733K

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.