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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
MFC
3226
Mechanics Financial Corp
Ohio
$688K
PPWM
3227
PFG Private Wealth Management
Florida
$687K
DDPIC
3228
Deroy & Devereaux Private Investment Counsel
Michigan
$686K
WCWM
3229
Wooster Corthell Wealth Management
Connecticut
$686K
MPW
3230
Melone Private Wealth
Michigan
$684K +$149K +336 +29%
OPPS
3231
Obsidian Personal Planning Solutions
Maryland
$684K
BMA
3232
Brooks Moore & Associates
Tennessee
$683K -$66.3K -150 -9%
FFA
3233
Frazier Financial Advisors
Ohio
$683K -$98.2K -222 -13%
CFG
3234
Carr Financial Group
Massachusetts
$683K
YWM
3235
Yoder Wealth Management
California
$680K +$33.2K +75 +5%
CCM
3236
Coerente Capital Management
Ontario, Canada
$679K -$16.4K -37 -2%
BCP
3237
Blackhawk Capital Partners
Wisconsin
$678K -$14.6K -33 -2%
RWM
3238
Raffa Wealth Management
District of Columbia
$676K -$84.5K -191 -12%
CWM
3239
Compass Wealth Management
Connecticut
$674K
ST
3240
Sentinel Trust
Texas
$674K
ACM
3241
Absolute Capital Management
Pennsylvania
$674K +$5.31K +12 +0.8%
BWM
3242
BNC Wealth Management
Oregon
$672K -$222K -503 -26%
MC
3243
Miramar Capital
Illinois
$672K -$24.3K -55 -4%
FWA
3244
FSC Wealth Advisors
New York
$672K +$51.7K +117 +9%
LCM
3245
Logan Capital Management
Pennsylvania
$671K
AWM
3246
Arista Wealth Management
Nevada
$671K +$186K +420 +40%
KIM
3247
Kestra Investment Management
Texas
$671K +$644K +1,457 New
WAM
3248
Weinberger Asset Management
California
$670K +$313K +707 +95%
AGA
3249
Arkos Global Advisors
Texas
$669K -$126K -284 -16%
LFA
3250
Level Financial Advisors
New York
$668K -$17.7K -40 -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.