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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
MGI
3451
MayTech Global Investments
New York
$509K -$14.6K -33 -3%
WBCM
3452
Wilson & Boucher Capital Management
California
$509K -$26.5K -60 -5%
CICI
3453
Capital Investment Counsel Inc
North Carolina
$507K
CCA
3454
Cottonwood Capital Advisors
Utah
$507K
SSW
3455
Stone Summit Wealth
Florida
$506K -$6.63K -15 -1%
UAML
3456
US Asset Management LLC
Pennsylvania
$504K
TFIPS
3457
Towarzystwo Funduszy Inwestycyjnych PZU SA
$504K +$48.6K +110 +11%
MAG
3458
Mayfair Advisory Group
Alabama
$504K
PWS
3459
Proactive Wealth Strategies
Georgia
$502K +$482K +1,091 New
RPCA
3460
Running Point Capital Advisors
California
$499K
KIG
3461
Kennedy Investment Group
New Jersey
$498K
WCA
3462
Westover Capital Advisors
Delaware
$498K
RWM
3463
Rockline Wealth Management
New York
$497K -$36.7K -83 -7%
CWR
3464
Chico Wealth RIA
California
$494K +$4.42K +10 +0.9%
DWAM
3465
Duncan Williams Asset Management
Tennessee
$494K +$474K +1,073 New
SAM
3466
Smithbridge Asset Management
Pennsylvania
$492K -$48.6K -110 -9%
PWA
3467
Primoris Wealth Advisors
Florida
$491K -$77.4K -175 -16%
GPA
3468
Guidance Point Advisors
Massachusetts
$490K
CFG
3469
Compton Financial Group
Maryland
$490K
PIN
3470
Prudent Investors Network
California
$490K +$470K +1,064 New
QP
3471
Quartz Partners
New York
$487K +$467K +1,057 New
BTC
3472
Bank & Trust Company
Illinois
$486K -$7.08K -16 -1%
KFP
3473
Keener Financial Planning
Texas
$486K +$1.77K +4 +0.4%
VWM
3474
Vigilare Wealth Management
Arizona
$485K
GAB
3475
German American Bancorp
Indiana
$484K +$3.1K +7 +0.7%

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.