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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
CWMS
3526
Cannon Wealth Management Services
North Carolina
$455K +$437K +988 New
SEA
3527
Stegent Equity Advisors
Texas
$455K +$437K +988 New
AWM
3528
Affinity Wealth Management
Delaware
$453K +$68.5K +155 +19%
FL
3529
FreeGulliver LLC
Louisiana
$452K +$134K +303 +45%
BSHC
3530
Breed's Hill Capital
Massachusetts
$449K +$14.2K +32 +3%
LCG
3531
Lynx Capital Group
Ohio
$449K
TFA
3532
Toth Financial Advisory
Virginia
$448K +$38K +86 +10%
CWM
3533
Collaborative Wealth Management
Florida
$448K -$19.9K -45 -4%
LA
3534
Lane & Associates
New Jersey
$448K -$3.54K -8 -0.8%
FFWM
3535
Future Financial Wealth Management
Ohio
$447K
NJBEST
3536
New Jersey Better Educational Savings Trust
New Jersey
$447K
HIIFS
3537
Harel Insurance Investments & Financial Services
Israel
$447K -$56.2K -127 -12%
OAS
3538
Optivise Advisory Services
Tennessee
$445K +$15.5K +35 +4%
FM
3539
Foster & Motley
Ohio
$445K -$24.8K -56 -5%
AFA
3540
AA Financial Advisors
Ohio
$445K -$22.1K -50 -5%
TCM
3541
Towneley Capital Management
California
$443K +$44.2K +100 +12%
FC
3542
Fusion Capital
South Carolina
$443K -$8.84K -20 -2%
OC
3543
Opinicus Capital
Florida
$442K -$3.98K -9 -0.9%
WIM
3544
Waycross Investment Management
Washington
$441K -$3.1K -7 -0.7%
GPW
3545
Gray Private Wealth
Massachusetts
$441K +$442 +1 +0.1%
WWP
3546
Waypoint Wealth Partners
California
$441K -$124K -280 -23%
BWM
3547
Brickley Wealth Management
California
$441K -$8.4K -19 -2%
DP
3548
Divergent Planning
Maryland
$441K
HR
3549
Howe & Rusling
New York
$440K
RCYC
3550
Richard C. Young & Co
Rhode Island
$440K

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.