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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
PWM
3501
Purus Wealth Management
California
$465K -$13.3K -30 -3%
ACM
3502
Ayrshire Capital Management
Connecticut
$464K -$442 -1 -0.1%
SCP
3503
Silverleafe Capital Partners
Tennessee
$464K
RF
3504
RHS Financial
California
$464K +$446K +1,008 New
DFA
3505
Davies Financial Advisors
California
$463K -$9.73K -22 -2%
CAP
3506
Columbia Advisory Partners
Washington
$463K +$107K +241 +32%
HFP
3507
Holistic Financial Partners
Indiana
$463K -$28.7K -65 -6%
DAC
3508
Dividend Assets Capital
South Carolina
$463K
CWM
3509
Cranbrook Wealth Management
Michigan
$462K +$7.96K +18 +2%
CWA
3510
CM Wealth Advisors
Ohio
$461K +$188K +425 +74%
GA
3511
Greenhaven Associates
New York
$461K
PDM
3512
Penn Davis McFarland
Texas
$461K +$107K +243 +32%
GWI
3513
Grace & White Inc
New York
$460K
ITB
3514
Idaho Trust Bank
Idaho
$460K
NOCM
3515
Night Owl Capital Management
Connecticut
$460K
WAL
3516
W Advisors LLC
Tennessee
$457K
SWM
3517
Sendero Wealth Management
Texas
$457K -$355K -802 -45%
PWA
3518
Peterson Wealth Advisors
Utah
$457K
JFG
3519
Jefferies Financial Group
New York
$457K -$27.6M -62,433 -98%
PFA
3520
Pinnacle Family Advisors
Missouri
$456K -$884 -2 -0.2%
MCA
3521
Maryland Capital Advisors
Maryland
$456K
JAIC
3522
Josh Arnold Investment Consultant
Minnesota
$456K -$55.3K -125 -11%
IAMOG
3523
Investors Asset Management of Georgia
Georgia
$456K
HFS
3524
Hoge Financial Services
Pennsylvania
$456K +$55.7K +126 +15%
JPLA
3525
Joseph P. Lucia & Associates
New York
$455K +$33.2K +75 +8%

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.