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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
DAM
301
Davis Asset Management
California
$81.4M
AWM
302
AE Wealth Management
Kansas
$81.2M +$773K +1,891 +1%
SG Americas Securities
303
SG Americas Securities
New York
$81.1M -$87.6M -214,356 -52%
FAFTFSNP
304
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$80.9M +$81.3M +198,959 New
MIM
305
Manitou Investment Management
Ontario, Canada
$80.8M -$642K -1,572 -0.8%
LWCFA
306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80.4M +$983K +2,405 +1%
ISL
307
Ingalls & Snyder LLC
New York
$79.8M +$116K +285 +0.1%
FCIM
308
Fairview Capital Investment Management
California
$77.4M -$1.28M -3,123 -2%
Parallax Volatility Advisers
309
Parallax Volatility Advisers
California
$76.8M +$15.4M +37,716 +25%
MCM
310
MAI Capital Management
Ohio
$76.8M +$2.23M +5,455 +3%
HCM
311
Howland Capital Management
Massachusetts
$76.1M +$210K +514 +0.3%
CSIC
312
Clifford Swan Investment Counsel
California
$75.7M -$425K -1,039 -0.6%
FCI
313
Financial Counselors Inc
Kansas
$75.1M +$811K +1,985 +1%
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$74.8M +$6.08M +14,868 +9%
CPSAC
315
Chas P. Smith & Associates (CPS)
Florida
$74.7M -$681K -1,666 -0.9%
GCIM
316
Gunn & Company Investment Management
Florida
$74.7M +$68.3M +167,230 +1,013%
Mirae Asset Global ETFs Holdings
317
Mirae Asset Global ETFs Holdings
Hong Kong
$74.7M +$75M +183,526 New
CPIG
318
Chicago Partners Investment Group
Illinois
$74.3M +$696K +1,703 +1%
CF
319
Canoe Financial
Alberta, Canada
$74.1M
Public Employees Retirement Association of Colorado
320
Public Employees Retirement Association of Colorado
Colorado
$73.9M -$2.07M -5,067 -3%
RRAM
321
River Road Asset Management
Kentucky
$73.4M -$21.5M -52,588 -23%
Hudson Bay Capital Management
322
Hudson Bay Capital Management
Connecticut
$73.2M -$220M -538,000 -75%
UONDDL
323
University of Notre Dame du Lac
Indiana
$72.3M
SIC
324
Salem Investment Counselors
North Carolina
$72.2M -$175K -429 -0.2%
IFS
325
Intelligent Financial Strategies
Minnesota
$72.1M +$4.37M +10,701 +6%

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.