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
TWP
3201
Tower Wealth Partners
Pennsylvania
$622K
W
3202
WealthCollab
Washington
$620K
RFS
3203
Retirement Financial Solutions
Tennessee
$619K
OA
3204
Operose Advisors
Wisconsin
$618K
FCM
3205
FJ Capital Management
Virginia
$618K +$620K +1,518 New
OPPS
3206
Obsidian Personal Planning Solutions
Maryland
$617K -$366K -896 -37%
BFWA
3207
Benchmark Financial Wealth Advisors
Florida
$617K -$21.2K -52 -3%
MC
3208
Miramar Capital
Illinois
$617K +$302K +740 +95%
CTC
3209
Cetera Trust Company
Minnesota
$615K -$61.3K -150 -9%
CCM
3210
Coerente Capital Management
Ontario, Canada
$615K -$16.3K -40 -3%
JHCP
3211
Jackson Hole Capital Partners
Oklahoma
$615K -$6.13K -15 -1%
PWM
3212
Paulson Wealth Management
Illinois
$615K
AIFAIM
3213
American Institute for Advanced Investment Management
Arizona
$614K -$4.9K -12 -0.8%
BCP
3214
Blackhawk Capital Partners
Wisconsin
$613K -$52.7K -129 -8%
SCM
3215
Schnieders Capital Management
California
$612K +$44.9K +110 +1%
AC
3216
Anson Capital
Georgia
$610K -$6.13K -15 -1%
CP
3217
Capital Planning
Washington
$610K
HIM
3218
HughesLittle Investment Management
$610K
LWMM
3219
Legacy Wealth Management (Mississippi)
Mississippi
$610K
VFPW
3220
Vantage Financial Partners (Wisconsin)
Wisconsin
$610K +$5.31K +13 +0.9%
T
3221
TrueFG
Texas
$610K
MFC
3222
Mechanics Financial Corp
Ohio
$608K
BCP
3223
Berkeley Capital Partners
Georgia
$607K +$67.8K +166 +13%
PPWM
3224
PFG Private Wealth Management
Florida
$607K
DDPIC
3225
Deroy & Devereaux Private Investment Counsel
Michigan
$607K

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.