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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
BF
3351
Brogan Financial
Tennessee
$500K +$1.63K +4 +0.3%
EW
3352
Enzi Wealth
Texas
$500K
FSWA
3353
Financial Synergies Wealth Advisors
Texas
$500K
WCWM
3354
Willow Creek Wealth Management
California
$500K +$33.9K +83 +7%
WF
3355
Whelan Financial
California
$499K +$14.3K +35 +3%
RBC
3356
Roble Belko & Company
Pennsylvania
$498K
CP
3357
Creekside Partners
California
$497K +$499K +1,222 New
CIP
3358
Capital Insight Partners
Arizona
$496K +$185K +452 +59%
RWRC
3359
R.W. Roge & Company
New York
$496K
LFP
3360
Leeward Financial Partners
Washington
$496K
CWM
3361
Cahill Wealth Management
Michigan
$496K -$44.9K -110 -8%
FFW
3362
Fusion Family Wealth
New York
$495K
BFA
3363
Bright Financial Advisors
Michigan
$494K
HAM
3364
Harmony Asset Management
Arizona
$493K +$208K +509 +72%
RIM
3365
Redwood Investment Management
Arizona
$493K +$87K +213 +21%
TCMP
3366
Thrive Capital Management (Pennsylvania)
Pennsylvania
$493K -$5.31K -13 -1%
CNC
3367
Citizens & Northern Corp
Pennsylvania
$492K -$30.6K -75 -6%
SFS
3368
Sharp Financial Services
Pennsylvania
$491K +$120K +294 +32%
NFP
3369
NorthLanding Financial Partners
New York
$490K -$154K -377 -24%
LI
3370
Louisbourg Investments
New Brunswick, Canada
$490K +$3.27K +8 +0.7%
ETIA
3371
Epic Trust Investment Advisors
Washington
$488K -$143K -350 -23%
BCMO
3372
Buckingham Capital Management (Ohio)
Ohio
$487K +$40.9K +100 +9%
WTA
3373
Washington Trust Advisors
Massachusetts
$486K +$376K +920 +335%
CFS
3374
Commonwealth Financial Services
West Virginia
$486K -$147K -360 -23%
PCA
3375
Peddock Capital Advisors
Massachusetts
$485K +$13.9K +34 +3%

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.