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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
B
3426
Barings
North Carolina
$529K +$222K +503 +78%
BF
3427
Brogan Financial
Tennessee
$528K -$36.3K -82 -7%
MMM
3428
Mendel Money Management
Illinois
$527K
BRG
3429
Bay Rivers Group
Virginia
$526K +$120K +272 +31%
AHC
3430
Adell Harriman & Carpenter
Texas
$526K -$135K -305 -21%
KC
3431
Kades & Cheifetz
Pennsylvania
$525K -$14.2K -32 -3%
M
3432
MYeCFO
California
$525K -$5.31K -12 -1%
BFS
3433
Burrus Financial Services
Utah
$523K +$55.7K +126 +12%
HWAM
3434
Hennion & Walsh Asset Management
New Jersey
$523K +$34.9K +79 +7%
AP
3435
Aspect Partners
Virginia
$521K
LFPWM
3436
Leicht Financial Planning & Wealth Management
New Jersey
$521K +$9.73K +22 +2%
NMG
3437
New Millennium Group
Utah
$520K -$3.98K -9 -0.8%
AIA
3438
Angeles Investment Advisors
California
$517K
CVA
3439
Central Valley Advisors
California
$516K +$442 +1 +0.1%
PPW
3440
PACK Private Wealth
Minnesota
$515K
VCM
3441
Viewpoint Capital Management
Washington
$515K
BHWA
3442
Beacon Harbor Wealth Advisors
Virginia
$513K
BFWM
3443
Bright Futures Wealth Management
New York
$513K -$17.7K -40 -3%
TAM
3444
TCP Asset Management
Ohio
$513K
HAM
3445
Harmony Asset Management
Arizona
$512K -$44.2K -100 -8%
CFSG
3446
Clark Financial Services Group
Missouri
$510K +$89.8K +203 +22%
WPA
3447
West Paces Advisors
Georgia
$510K -$11.1K -25 -2%
GWA
3448
Geometric Wealth Advisors
District of Columbia
$510K
AIA
3449
Alternative Investment Advisors
Florida
$510K -$14.6K -33 -3%
RPCONE
3450
Retirement Planning Company of New England
Rhode Island
$510K +$6.63K +15 +1%

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.