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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
OPW
3476
Oxler Private Wealth
New York
$484K -$8.4K -19 -2%
CWM
3477
Campbell Wealth Management
Virginia
$483K -$219K -496 -32%
HW
3478
Hamilton Wealth
California
$483K +$8.84K +20 +2%
SL
3479
Sentinus LLC
Illinois
$481K +$38.5K +87 +9%
SFA
3480
Souders Financial Advisors
Ohio
$480K +$2.65K +6 +0.6%
DLHL
3481
Donald L. Hagan LLC
Florida
$479K
AWA
3482
Alaska Wealth Advisors
Alaska
$479K +$4.86K +11 +1%
FAM
3483
Flaharty Asset Management
Florida
$477K
RFS
3484
Richardson Financial Services
Massachusetts
$477K +$22.1K +50 +4%
BB
3485
Berkshire Bank
Massachusetts
$476K +$64.1K +145 +16%
HFRG
3486
Houlihan Financial Resource Group
Virginia
$475K +$33.2K +75 +8%
HWP
3487
Hibernia Wealth Partners
Louisiana
$475K +$25.2K +57 +6%
SHA
3488
Seneca House Advisors
Virginia
$475K +$12.4K +28 +3%
BWCS
3489
Beirne Wealth Consulting Services
Connecticut
$474K -$33.2K -75 -7%
BA
3490
BCM Advisors
Louisiana
$473K +$442 +1 +0.1%
AAM
3491
American Asset Management
Florida
$473K -$7.96K -18 -2%
SR
3492
Syntax Research
Florida
$471K
SICM
3493
Sustainable Insight Capital Management
New York
$471K -$44.2K -100 -9%
SFG
3494
Synergy Financial Group
California
$471K +$21.2K +48 +5%
CWA
3495
Clearview Wealth Advisors
Oregon
$468K -$20.8K -47 -4%
HC
3496
Hara Capital
Washington
$467K +$449K +1,015 New
BMD
3497
Better Money Decisions
New Mexico
$467K
IF
3498
IRON Financial
Illinois
$466K -$525K -1,187 -54%
CGFA
3499
Colton Groome Financial Advisors
North Carolina
$465K -$884 -2 -0.2%
VFIC
3500
Valley Forge Investment Consultants
Pennsylvania
$465K +$22.1K +50 +5%

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.