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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
PC
3176
Port Capital
Illinois
$732K -$4.42K -10 -0.6%
ML
3177
Mayport LLC
Massachusetts
$730K +$17.2K +39 +3%
AWM
3178
Accel Wealth Management
Iowa
$730K +$92K +208 +15%
HCC
3179
Hirtle Callaghan & Co
Pennsylvania
$729K
BAWC
3180
Boyce & Associates Wealth Consulting
Texas
$728K
FRA
3181
Front Row Advisors
California
$727K -$1.52M -3,428 -68%
GWM
3182
Gitterman Wealth Management
New Jersey
$727K
VFPW
3183
Vantage Financial Partners (Wisconsin)
Wisconsin
$727K +$34.9K +79 +5%
AWA
3184
Aletheian Wealth Advisors
Washington
$726K -$868K -1,963 -55%
TBNY
3185
Trustco Bank (New York)
New York
$726K
KSWWM
3186
Keyes Stange & Wooten Wealth Management
Florida
$725K
CFO
3187
Collective Family Office
Pennsylvania
$723K -$50.4K -114 -7%
MCM
3188
Marsico Capital Management
Colorado
$722K -$204K -461 -23%
MWA
3189
Motive Wealth Advisors
Michigan
$721K
BMCM
3190
Burns Matteson Capital Management
New York
$721K +$70.3K +159 +11%
ACM
3191
AUA Capital Management
Pennsylvania
$720K -$8.4K -19 -1%
HCM
3192
Hengehold Capital Management
Ohio
$720K +$42.4K +96 +7%
GFPC
3193
Global Financial Private Client
Florida
$719K +$112K +254 +19%
CHA
3194
Cooper/Haims Advisors
New York
$718K
CM
3195
Crestline Management
Texas
$718K +$690K +1,560 New
CG
3196
Corundum Group
Colorado
$718K -$748K -1,691 -52%
RBC
3197
Roble Belko & Company
Pennsylvania
$717K +$148K +334 +27%
SVWG
3198
Shared Vision Wealth Group
United States
$716K
SFA
3199
Source Financial Advisors
New York
$716K
SDJVC
3200
St. Denis J. Villere & Co
Louisiana
$715K

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.