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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
SCM
3326
SKBA Capital Management
California
$607K
SWIG
3327
Strategic Wealth Investment Group
Kentucky
$607K -$534K -1,207 -48%
OWA
3328
Opal Wealth Advisors
New York
$607K -$15.5K -35 -3%
CIAS
3329
CBIZ Investment Advisory Services
Ohio
$606K -$66.8K -151 -10%
BGAI
3330
Bruce G. Allen Investments
Colorado
$602K -$56.6K -128 -9%
KCM
3331
KRS Capital Management
Michigan
$602K -$15K -34 -3%
PPH
3332
Pure Portfolios Holdings
Oregon
$602K +$578K +1,307 New
NWM
3333
Northcape Wealth Management
New York
$601K
TF
3334
Talbot Financial
Washington
$599K
NRG
3335
Nemes Rush Group
Michigan
$598K -$109K -246 -15%
ICMM
3336
Integrated Capital Management (Michigan)
Michigan
$598K +$574K +1,299 New
BCCM
3337
Bridge Creek Capital Management
Massachusetts
$597K -$11.1K -25 -2%
WF
3338
Whelan Financial
California
$596K +$30.5K +69 +6%
PFM
3339
Peak Financial Management
Massachusetts
$595K +$88.4K +200 +18%
PIM
3340
Provident Investment Management
Michigan
$592K
DPW
3341
DiNuzzo Private Wealth
Pennsylvania
$591K +$332K +751 +141%
WMA
3342
West Michigan Advisors
Michigan
$591K +$10.2K +23 +2%
TWM
3343
Trevian Wealth Management
Massachusetts
$589K
NCM
3344
Nelson Capital Management
California
$589K +$12.4K +28 +2%
NRD
3345
Nebula Research & Development
New York
$587K -$244K -552 -30%
BIA
3346
Benchmark Investment Advisors
Illinois
$587K
PS
3347
Portfolio Strategies
New York
$587K
CIM
3348
Contravisory Investment Management
Massachusetts
$586K -$2.65K -6 -0.5%
FC
3349
Financial Council
Maryland
$581K
AWS
3350
Aspen Wealth Strategies
Colorado
$580K +$1.33K +3 +0.2%

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.