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
BL
3276
Balentine LLC
Georgia
$564K -$11M -26,890 -95%
DFG
3277
Demars Financial Group
Washington
$563K
RIG
3278
Renaissance Investment Group
Massachusetts
$562K
AL
3279
ADE LLC
Maryland
$561K
AWM
3280
Accel Wealth Management
Iowa
$561K -$55.6K -136 -9%
AWS
3281
Aspen Wealth Strategies
Colorado
$561K -$1.63K -4 -0.3%
FA
3282
FC Advisory
Pennsylvania
$561K
OWA
3283
Outlook Wealth Advisors
Texas
$560K
MS
3284
Madden Securities
Texas
$559K
SWM
3285
SilverOak Wealth Management
Minnesota
$559K -$120K -294 -18%
AWM
3286
AAF Wealth Management
Massachusetts
$557K
IWA
3287
IVC Wealth Advisors
Pennsylvania
$557K +$9.81K +24 +2%
BFP
3288
Briaud Financial Planning
Texas
$556K
RCA
3289
Ranch Capital Advisors
Florida
$556K -$42.1K -103 -7%
MAM
3290
Mainsail Asset Management
Alabama
$555K
OWA
3291
Opal Wealth Advisors
New York
$550K -$48.2K -118 -8%
MCA
3292
Millennium Capital Advisors
Arkansas
$550K
MF
3293
Manchester Financial
California
$550K +$8.99K +22 +2%
BE
3294
Bonness Enterprises
District of Columbia
$549K
LWA
3295
Ledgewood Wealth Advisors
New Hampshire
$549K
RC
3296
Rovin Capital
Arizona
$549K +$17.2K +42 +3%
GF
3297
Gries Financial
Ohio
$548K -$969K -2,372 -64%
SAI
3298
Systematic Alpha Investments
New Jersey
$548K
WA
3299
Wealthstar Advisors
Texas
$547K +$36K +88 +7%
FWA
3300
FSC Wealth Advisors
New York
$546K +$6.54K +16 +1%

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.