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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
FM
3476
Foster & Motley
Ohio
$416K +$4.9K +12 +1%
MIA
3477
MainStreet Investment Advisors
Illinois
$416K -$344K -843 -45%
CWM
3478
Collaborative Wealth Management
Florida
$414K +$1.23K +3 +0.3%
SWP
3479
Semus Wealth Partners
Florida
$414K +$149K +365 +56%
AFA
3480
AA Financial Advisors
Ohio
$413K +$415K +1,016 New
BMD
3481
Better Money Decisions
New Mexico
$412K
CGFA
3482
Colton Groome Financial Advisors
North Carolina
$412K -$3.27K -8 -0.8%
RLWM
3483
RF&L Wealth Management
Massachusetts
$412K
GKIM
3484
GW&K Investment Management
Massachusetts
$412K +$72.7K +178 +21%
BFS
3485
Burrus Financial Services
Utah
$411K
ACM
3486
Ayrshire Capital Management
Connecticut
$411K +$42.9K +105 +12%
DFCM
3487
Dark Forest Capital Management
Puerto Rico
$410K
SCP
3488
Silverleafe Capital Partners
Tennessee
$410K
DAC
3489
Dividend Assets Capital
South Carolina
$409K -$46.2K -113 -10%
SHA
3490
Seneca House Advisors
Virginia
$408K +$9.81K +24 +2%
TS
3491
Tamar Securities
California
$408K +$8.99K +22 +2%
GA
3492
Greenhaven Associates
New York
$407K
WAM
3493
Wallington Asset Management
Indiana
$407K
AWM
3494
Alterna Wealth Management
Texas
$407K -$157K -383 -28%
GWI
3495
Grace & White Inc
New York
$407K
NOCM
3496
Night Owl Capital Management
Connecticut
$407K
ITB
3497
Idaho Trust Bank
Idaho
$407K -$2.02M -4,934 -83%
CIA
3498
Cape Investment Advisory
Georgia
$405K +$4.09K +10 +1%
WAL
3499
W Advisors LLC
Tennessee
$404K +$44.1K +108 +12%
PWA
3500
Peterson Wealth Advisors
Utah
$404K -$17.2K -42 -4%

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.