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
KA
3301
Kure Advisory
Minnesota
$546K +$47K +115 +9%
KCM
3302
KRS Capital Management
Michigan
$546K -$12.3K -30 -2%
MFC
3303
Morris Financial Concepts
South Carolina
$546K +$4.09K +10 +0.8%
VAF
3304
Values Added Financial
District of Columbia
$545K
MAG
3305
M3 Advisory Group
Massachusetts
$545K +$46.6K +114 +9%
B
3306
BetterWealth
California
$544K +$4.09K +10 +0.8%
CCM
3307
Cutler Capital Management
Massachusetts
$543K
OWA
3308
ORBA Wealth Advisors
Illinois
$543K +$8.17K +20 +2%
CL
3309
CSS LLC
Illinois
$542K
CASB
3310
Cape Ann Savings Bank
Massachusetts
$538K
BCCM
3311
Bridge Creek Capital Management
Massachusetts
$538K -$4.09K -10 -0.8%
AFM
3312
Abbot Financial Management
Massachusetts
$537K +$10.2K +25 +2%
SCM
3313
SKBA Capital Management
California
$537K
CKAIS
3314
Christensen King & Associates Investment Services
Washington
$534K -$5.72K -14 -1%
FAG
3315
Fortitude Advisory Group
Washington
$533K -$27.8K -68 -5%
GFPC
3316
Global Financial Private Client
Florida
$533K
CL
3317
COWA LLC
Oklahoma
$531K
NWM
3318
Northcape Wealth Management
New York
$531K +$40.9K +100 +8%
AIM
3319
Aigen Investment Management
New York
$531K +$533K +1,305 New
ATWA
3320
Arbor Trust Wealth Advisors
Michigan
$530K +$26.2K +64 +5%
RFN
3321
Redwood Financial Network
Ohio
$529K
ASBI
3322
American State Bank (Iowa)
Iowa
$529K +$4.5K +11 +0.9%
TF
3323
Talbot Financial
Washington
$529K +$152K +371 +40%
CFIA
3324
Cantor Fitzgerald Investment Advisors
New York
$529K
CB
3325
Centennial Bank
Arkansas
$529K +$61.3K +150 +13%

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.