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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
CWM
3301
Cedar Wealth Management
California
$625K -$33.6K -76 -5%
MCA
3302
Millennium Capital Advisors
Arkansas
$624K +$2.21K +5 +0.4%
ASBI
3303
American State Bank (Iowa)
Iowa
$624K +$24.3K +55 +4%
CS
3304
CapitalatWork SA
$623K
CASB
3305
Cape Ann Savings Bank
Massachusetts
$623K +$13.3K +30 +2%
FF
3306
Farrow Financial
Vermont
$621K -$44.2K -100 -7%
BE
3307
Bonness Enterprises
District of Columbia
$621K
LWA
3308
Ledgewood Wealth Advisors
New Hampshire
$621K
KA
3309
Kure Advisory
Minnesota
$621K +$2.65K +6 +0.4%
RCA
3310
Ranch Capital Advisors
Florida
$620K -$7.96K -18 -1%
NAAA
3311
New Age Alpha Advisors
New York
$620K +$585K +1,323 +5,752%
SAI
3312
Systematic Alpha Investments
New Jersey
$620K
RIG
3313
Renaissance Investment Group
Massachusetts
$619K -$11.1K -25 -2%
CIA
3314
Cape Investment Advisory
Georgia
$618K +$153K +347 +35%
VAF
3315
Values Added Financial
District of Columbia
$616K
B
3316
BetterWealth
California
$616K +$442 +1 +0.1%
HIS
3317
Harvest Investment Services
Illinois
$616K +$47.8K +108 +9%
CCM
3318
Cutler Capital Management
Massachusetts
$615K
OWA
3319
ORBA Wealth Advisors
Illinois
$614K
4WM
3320
44 Wealth Management
Oregon
$614K +$589K +1,332 New
BCM
3321
BluePath Capital Management
Georgia
$614K -$675K -1,527 -53%
CL
3322
CSS LLC
Illinois
$614K
BCMO
3323
Buckingham Capital Management (Ohio)
Ohio
$610K +$56.2K +127 +11%
FCA
3324
Fortis Capital Advisors
Kansas
$608K +$105K +237 +22%
AFM
3325
Abbot Financial Management
Massachusetts
$608K

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.