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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
Renaissance Technologies
3326
Renaissance Technologies
New York
$528K -$76.9M -188,292 -99%
KOMWMG
3327
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$524K -$10.2K -25 -2%
PIM
3328
Provident Investment Management
Michigan
$524K +$146K +357 +38%
FFM
3329
Fullerton Fund Management
Singapore
$522K -$51.9K -127 -9%
CIM
3330
Contravisory Investment Management
Massachusetts
$520K -$8.58K -21 -2%
TWM
3331
Trevian Wealth Management
Massachusetts
$520K -$10.2K -25 -2%
DIM
3332
DLK Investment Management
California
$520K
BIA
3333
Benchmark Investment Advisors
Illinois
$519K -$49.9K -122 -9%
GAM
3334
Gould Asset Management
California
$519K -$32.7K -80 -6%
PS
3335
Portfolio Strategies
New York
$519K -$20.4K -50 -4%
BWM
3336
Baron Wealth Management
Michigan
$518K +$21.7K +53 +4%
FC
3337
Financial Council
Maryland
$514K +$26.2K +64 +5%
WMA
3338
West Michigan Advisors
Michigan
$513K +$105K +258 +26%
AWM
3339
Aspire Wealth Management
Massachusetts
$512K
BA
3340
Bridge Advisory
California
$511K +$2.45K +6 +0.5%
NCM
3341
Nelson Capital Management
California
$509K
GCL
3342
Gouws Capital LLC
North Carolina
$509K
NEPPG
3343
New England Professional Planning Group
Rhode Island
$507K
RC
3344
RBF Capital
California
$505K
SFG
3345
Sunburst Financial Group
Alabama
$505K +$409 +1 +0.1%
WWP
3346
Waypoint Wealth Partners
California
$504K +$152K +371 +43%
WFMPM
3347
Woodley Farra Manion Portfolio Management
Indiana
$501K -$26.6K -65 -5%
HIS
3348
Harvest Investment Services
Illinois
$501K -$15.1K -37 -3%
USB
3349
Union Savings Bank
Connecticut
$500K +$13.9K +34 +3%
BFWM
3350
Bright Futures Wealth Management
New York
$500K +$4.09K +10 +0.9%

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.