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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
CPW
3401
Crestmont Private Wealth
Texas
$464K -$20.4K -50 -4%
AIA
3402
Alternative Investment Advisors
Florida
$464K +$215K +525 +85%
MGI
3403
MayTech Global Investments
New York
$463K -$26.6K -65 -5%
NMG
3404
New Millennium Group
Utah
$463K -$13.9K -34 -3%
BMMM
3405
Boston Mountain Money Management
Arkansas
$463K +$9.81K +24 +2%
MAG
3406
Mayfair Advisory Group
Alabama
$463K
BA
3407
BCM Advisors
Louisiana
$462K +$17.2K +42 +4%
WPA
3408
West Paces Advisors
Georgia
$461K -$604K -1,478 -57%
AP
3409
Aspect Partners
Virginia
$460K
VCM
3410
Viewpoint Capital Management
Washington
$458K +$12.3K +30 +3%
SICM
3411
Sustainable Insight Capital Management
New York
$457K +$58.8K +144 +15%
AIA
3412
Angeles Investment Advisors
California
$457K -$90.7K -222 -17%
PPW
3413
PACK Private Wealth
Minnesota
$456K +$8.58K +21 +2%
LGG
3414
Luts & Greenleigh Group
Maryland
$455K +$457K +1,119 New
BHWA
3415
Beacon Harbor Wealth Advisors
Virginia
$454K -$3.68K -9 -0.8%
GWM
3416
GoalFusion Wealth Management
Texas
$454K
RFS
3417
Richardson Financial Services
Massachusetts
$454K -$118K -290 -21%
JAIC
3418
Josh Arnold Investment Consultant
Minnesota
$454K +$456K +1,115 New
SSW
3419
Stone Summit Wealth
Florida
$453K -$8.17K -20 -2%
TAM
3420
TCP Asset Management
Ohio
$453K
CCA
3421
Cottonwood Capital Advisors
Utah
$452K -$67K -164 -13%
LFPWM
3422
Leicht Financial Planning & Wealth Management
New Jersey
$452K
MC
3423
McCarthy & Cox
Ohio
$451K
GWA
3424
Geometric Wealth Advisors
District of Columbia
$451K
BWCS
3425
Beirne Wealth Consulting Services
Connecticut
$449K

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.