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
EW
3376
Enzi Wealth
Texas
$561K +$2.21K +5 +0.4%
LFP
3377
Leeward Financial Partners
Washington
$561K
RWRC
3378
R.W. Roge & Company
New York
$561K
AFM
3379
Anson Funds Management
Texas
$561K +$539K +1,218 New
FFW
3380
Fusion Family Wealth
New York
$560K
TCMP
3381
Thrive Capital Management (Pennsylvania)
Pennsylvania
$557K
CNC
3382
Citizens & Northern Corp
Pennsylvania
$557K
KOMWMG
3383
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$556K -$34.9K -79 -6%
BFA
3384
Bright Financial Advisors
Michigan
$556K -$2.21K -5 -0.4%
TIA
3385
Tandem Investment Advisors
South Carolina
$556K +$534K +1,208 New
SFS
3386
Sharp Financial Services
Pennsylvania
$556K
LI
3387
Louisbourg Investments
New Brunswick, Canada
$556K +$1.77K +4 +0.3%
EAM
3388
Eschler Asset Management
United Kingdom
$556K -$214K -485 -29%
NFP
3389
NorthLanding Financial Partners
New York
$555K
PPC
3390
Park Place Capital
Alabama
$554K -$87.1K -197 -14%
CFS
3391
Commonwealth Financial Services
West Virginia
$553K +$9.73K +22 +2%
TF
3392
Threadgill Financial
Texas
$551K +$57K +129 +12%
SGC
3393
Slocum, Gordon & Co
Rhode Island
$551K +$44.2K +100 +9%
WTA
3394
Washington Trust Advisors
Massachusetts
$550K
RFN
3395
Redwood Financial Network
Ohio
$550K -$47.3K -107 -8%
DIM
3396
DLK Investment Management
California
$548K -$38.5K -87 -7%
PCA
3397
Peddock Capital Advisors
Massachusetts
$548K -$1.33K -3 -0.3%
BWP
3398
Bernardo Wealth Planning
Pennsylvania
$546K -$5.31K -12 -1%
NI
3399
NFC Investments
Tennessee
$546K
OFG
3400
Omega Financial Group
California
$545K

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.