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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
RCYC
3526
Richard C. Young & Co
Rhode Island
$389K -$40.9K -100 -9%
HFRG
3527
Houlihan Financial Resource Group
Virginia
$389K
SWS
3528
SYSTM Wealth Solutions
Illinois
$389K -$3.44M -8,411 -90%
EA
3529
Everpar Advisors
Oklahoma
$389K +$391K +956 New
MTWM
3530
Masso Torrence Wealth Management
New Jersey
$388K +$67.8K +166 +21%
KPP
3531
Kings Path Partners
Texas
$388K +$390K +955 New
DP
3532
Divergent Planning
Maryland
$387K
CCM
3533
Cox Capital Management
Massachusetts
$386K
SCM
3534
Stonehearth Capital Management
Massachusetts
$385K
MLIC
3535
Mandatum Life Insurance Company
Finland
$385K
RSS
3536
Rosenblum Silverman Sutton
California
$384K
WOC
3537
West Oak Capital
California
$384K
BC
3538
Brio Consultants
California
$384K -$16.8K -41 -4%
BSHC
3539
Breed's Hill Capital
Massachusetts
$384K
VWM
3540
Valley Wealth Managers
New Jersey
$383K +$36.8K +90 +11%
CCC
3541
Chelsea Counsel Company
California
$382K -$4.09K -10 -1%
CWM
3542
C2C Wealth Management
Arizona
$380K
OAS
3543
Optivise Advisory Services
Tennessee
$379K +$381K +932 New
AT
3544
Arvest Trust
Oklahoma
$378K +$31.9K +78 +9%
IIA
3545
Integral Investment Advisors
California
$378K +$13.5K +33 +4%
SWM
3546
SFG Wealth Management
Maryland
$378K -$33.5K -82 -8%
GSIS
3547
Global Strategic Investment Solutions
Arizona
$378K -$45.8K -112 -11%
AIA
3548
Affinity Investment Advisors
California
$377K -$184K -450 -33%
BAM
3549
Bellevue Asset Management
Washington
$377K
PJWM
3550
Philip James Wealth Mangement
Georgia
$377K -$168K -411 -31%

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.