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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
GCM
3401
Gunderson Capital Management
South Carolina
$545K +$524K +1,185 New
AC
3402
Allstate Corporation
Illinois
$544K -$1.38M -3,124 -73%
IP
3403
Isthmus Partners
Wisconsin
$544K
AIA
3404
Accelerate Investment Advisors
California
$542K +$521K +1,178 New
SIA
3405
SkyView Investment Advisors
New Jersey
$542K
GCL
3406
Gouws Capital LLC
North Carolina
$541K -$33.2K -75 -6%
O3W
3407
Omni 360 Wealth
New Jersey
$540K +$197K +446 +61%
LGG
3408
Luts & Greenleigh Group
Maryland
$540K +$23.9K +54 +5%
EFP
3409
EnRich Financial Partners
Wisconsin
$539K
GKIM
3410
GW&K Investment Management
Massachusetts
$538K +$68.5K +155 +15%
CIP
3411
Capital Insight Partners
Arizona
$536K -$24.3K -55 -5%
YCG
3412
Yeomans Consulting Group
Georgia
$536K -$442 -1 -0.1%
CCIA
3413
Cherry Creek Investment Advisors
Colorado
$536K
CCA
3414
Conestoga Capital Advisors
Pennsylvania
$536K
HIM
3415
Hillsdale Investment Management
Ontario, Canada
$536K +$54.4K +123 +12%
BMMM
3416
Boston Mountain Money Management
Arkansas
$536K +$11.1K +25 +2%
CNTOF
3417
Canandaigua National Trust of Florida
New York
$535K +$514K +1,163 New
PWM
3418
Paulson Wealth Management
Illinois
$534K -$155K -350 -23%
CRI
3419
Commonwealth Retirement Investments
Virginia
$534K -$218K -494 -30%
DCM
3420
Driehaus Capital Management
Illinois
$532K +$220K +498 +76%
MAM
3421
Marotta Asset Management
Virginia
$531K
ATWA
3422
Arbor Trust Wealth Advisors
Michigan
$530K
CC
3423
Caxton Corporation
New Jersey
$530K +$55.7K +126 +12%
TAM
3424
Taurus Asset Management
New York
$529K -$16.8K -38 -3%
UCMOK
3425
United Capital Management of KS
Kansas
$529K

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.