We are live on ! Find out more
BRK.B icon

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
GAM
3351
Gould Asset Management
California
$580K -$6.63K -15 -1%
C1AG
3352
Client 1st Advisory Group
Florida
$579K +$34.5K +78 +7%
MFC
3353
Morris Financial Concepts
South Carolina
$579K -$36.7K -83 -6%
BA
3354
Bridge Advisory
California
$578K
SL
3355
Stevard LLC
Illinois
$577K -$2.54M -5,750 -82%
CB
3356
Centennial Bank
Arkansas
$575K -$22.1K -50 -4%
WCWM
3357
Willow Creek Wealth Management
California
$574K +$8.84K +20 +2%
CP
3358
Camelot Portfolios
Ohio
$574K -$2.4M -5,422 -81%
NEPPG
3359
New England Professional Planning Group
Rhode Island
$574K
AFGAS
3360
Allegiance Financial Group Advisory Services
Virginia
$573K -$79.6K -180 -13%
USB
3361
Union Savings Bank
Connecticut
$572K +$5.75K +13 +1%
AWM
3362
Aspire Wealth Management
Massachusetts
$572K -$7.52K -17 -1%
WFMPM
3363
Woodley Farra Manion Portfolio Management
Indiana
$572K +$4.42K +10 +0.8%
RC
3364
RBF Capital
California
$571K
SFG
3365
Sunburst Financial Group
Alabama
$571K -$442 -1 -0.1%
RLWM
3366
RF&L Wealth Management
Massachusetts
$568K +$97.3K +220 +22%
FSWA
3367
Financial Synergies Wealth Advisors
Texas
$565K
SF
3368
SWP Financial
California
$565K +$23.4K +53 +5%
OGF
3369
Orin Green Financial
California
$564K +$22.1K +50 +4%
BAMG
3370
Brand Asset Management Group
Missouri
$564K +$33.6K +76 +7%
CPW
3371
Crestmont Private Wealth
Texas
$564K +$37.6K +85 +7%
MPPW
3372
Mitchell & Pahl Private Wealth
Oklahoma
$564K +$542K +1,226 New
EA
3373
Everpar Advisors
Oklahoma
$564K +$119K +269 +28%
MS
3374
Madden Securities
Texas
$563K -$66.3K -150 -11%
CP
3375
Creekside Partners
California
$562K

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.