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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
GIM
3201
Guild Investment Management
California
$713K
OWA
3202
Outlook Wealth Advisors
Texas
$711K +$74.3K +168 +12%
RWP
3203
Ridgecrest Wealth Partners
California
$711K +$221K +500 +48%
PWSG
3204
Pacific Wealth Strategies Group
California
$710K -$133K -300 -16%
RFS
3205
Retirement Financial Solutions
Tennessee
$708K +$7.08K +16 +1%
BCP
3206
Berkeley Capital Partners
Georgia
$707K +$18.6K +42 +3%
ST
3207
Somerset Trust
Pennsylvania
$706K
RAG
3208
RIA Advisory Group
Iowa
$704K +$677K +1,530 New
LCM
3209
Lazari Capital Management
California
$704K +$16.8K +38 +3%
TWP
3210
Tower Wealth Partners
Pennsylvania
$703K
W
3211
WealthCollab
Washington
$702K
OA
3212
Operose Advisors
Wisconsin
$700K
HWM
3213
Horizons Wealth Management
North Carolina
$697K -$2.21K -5 -0.3%
DA
3214
Doliver Advisors
Texas
$696K -$46.9K -106 -7%
RPA
3215
Rock Point Advisors
Vermont
$695K -$210K -475 -24%
JHCP
3216
Jackson Hole Capital Partners
Oklahoma
$695K
SWM
3217
Sterling Wealth Management
Illinois
$695K +$15.9K +36 +2%
AIFAIM
3218
American Institute for Advanced Investment Management
Arizona
$694K -$442 -1 -0.1%
MFT
3219
Moisand Fitzgerald Tamayo
Florida
$693K +$50.9K +115 +8%
CWA
3220
Carolina Wealth Advisors
South Carolina
$691K -$34.5K -78 -5%
DWMS
3221
Dominguez Wealth Management Solutions
Virginia
$691K -$14.6K -33 -2%
TC
3222
Torno Capital
Massachusetts
$690K -$221K -500 -25%
HIM
3223
HughesLittle Investment Management
$690K
T
3224
TrueFG
Texas
$690K
ES
3225
Eagle Strategies
New York
$689K +$16.4K +37 +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.