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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
AP
326
Archon Partners
New Jersey
$71.9M
WHG
327
Westwood Holdings Group
Texas
$71.6M -$1.16M -2,843 -2%
AAMU
328
AEGON Asset Management (UK)
United Kingdom
$71.5M +$65.9M +161,378 +1,125%
Janus Henderson Group
329
Janus Henderson Group
$71.1M -$15.6M -38,251 -18%
ACI
330
Alpha Cubed Investments
California
$70.9M +$2.61M +6,398 +4%
Lido Advisors
331
Lido Advisors
California
$70.5M +$6M +14,674 +9%
MAA
332
Mraz Amerine & Associates
California
$70.2M -$1.07M -2,629 -2%
PMG
333
Private Management Group
California
$70.1M -$10.9M -26,756 -13%
BNP Paribas Asset Management
334
BNP Paribas Asset Management
France
$69.8M +$2.41M +5,910 +4%
PWP
335
Perfromance Wealth Partners
Illinois
$69M +$5.06M +12,385 +8%
AT
336
AMF Tjänstepension
Sweden
$68.9M +$69.2M +169,346 New
KPWS
337
Kestra Private Wealth Services
Texas
$68.8M +$1.52M +3,720 +2%
MIM
338
Miller Investment Management
Pennsylvania
$68.7M +$182K +445 +0.3%
AAS
339
Avantax Advisory Services
Texas
$68.6M +$3.84M +9,390 +6%
HF
340
HRT Financial
New York
$68.1M +$47.1M +115,321 +221%
CIC
341
Carnegie Investment Counsel
Ohio
$67.4M -$3.64M -8,913 -5%
EIA
342
Edgemoor Investment Advisors
Maryland
$67.4M -$1.27M -3,116 -2%
CFB
343
Cullen/Frost Bankers
Texas
$67.4M +$12.6M +30,868 +23%
JCM
344
Jacobi Capital Management
Pennsylvania
$67.1M -$1.54M -3,759 -2%
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$67.1M -$818K -2,003 -1%
CK
346
Cohen Klingenstein
New York
$66.9M -$353K -863 -0.5%
SCI
347
S&CO Inc
Massachusetts
$66.7M -$368K -900 -0.5%
RC
348
Roundview Capital
New Jersey
$66.5M +$141K +345 +0.2%
IGGA
349
Iron Gate Global Advisors
Utah
$66.5M +$865K +2,116 +1%
WA
350
Waverly Advisors
Alabama
$66.4M +$9.33M +22,839 +16%

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.