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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
PFA
3501
Pinnacle Family Advisors
Missouri
$404K +$6.13K +15 +2%
IAMOG
3502
Investors Asset Management of Georgia
Georgia
$403K
MCA
3503
Maryland Capital Advisors
Maryland
$403K
CWM
3504
Cranbrook Wealth Management
Michigan
$401K
TFIPS
3505
Towarzystwo Funduszy Inwestycyjnych PZU SA
$401K
FC
3506
Fusion Capital
South Carolina
$399K -$98.1K -240 -20%
ECA
3507
Elevated Capital Advisors
Utah
$399K
LA
3508
Lane & Associates
New Jersey
$399K +$12.3K +30 +3%
MBFW
3509
Morton Brown Family Wealth
Pennsylvania
$399K
BWM
3510
Brickley Wealth Management
California
$397K -$4.5K -11 -1%
SFG
3511
Synergy Financial Group
California
$397K +$13.9K +34 +4%
SDWMA
3512
Schneider Downs Wealth Management Advisors
Pennsylvania
$397K -$75.2K -184 -16%
CCM
3513
Carderock Capital Management
Maryland
$397K -$300K -735 -43%
LCG
3514
Lynx Capital Group
Ohio
$397K
HWP
3515
Hibernia Wealth Partners
Louisiana
$397K +$398K +975 New
NJBEST
3516
New Jersey Better Educational Savings Trust
New Jersey
$395K -$653K -1,599 -62%
FFWM
3517
Future Financial Wealth Management
Ohio
$395K
OC
3518
Opinicus Capital
Florida
$395K +$2.86K +7 +0.7%
FWM
3519
Foguth Wealth Management
Michigan
$393K -$782K -1,913 -66%
WIM
3520
Waycross Investment Management
Washington
$393K -$89.1K -218 -18%
OTL
3521
Oak Thistle LLC
New York
$392K -$458K -1,121 -54%
VFIC
3522
Valley Forge Investment Consultants
Pennsylvania
$391K +$102K +250 +35%
SL
3523
Sentinus LLC
Illinois
$390K +$31.9K +78 +9%
GPW
3524
Gray Private Wealth
Massachusetts
$390K
HR
3525
Howe & Rusling
New York
$389K

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.