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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
IIM
3551
Ipswich Investment Management
Massachusetts
$376K
PA
3552
Prism Advisors
California
$376K
IAS
3553
Investment Advisory Services
Texas
$375K +$1.63K +4 +0.4%
HIA
3554
HTG Investment Advisors
Connecticut
$374K +$16.3K +40 +5%
ZAM
3555
Zevin Asset Management
Massachusetts
$372K
JPLA
3556
Joseph P. Lucia & Associates
New York
$372K +$105K +256 +39%
EA
3557
Echo45 Advisors
California
$371K -$54.3K -133 -13%
MCM
3558
Monument Capital Management
Virginia
$371K
BCAM
3559
Boston Common Asset Management
Massachusetts
$371K
EA
3560
Evolution Advisers
Virginia
$371K +$2.86K +7 +0.8%
LGW
3561
Leslie Global Wealth
Illinois
$370K +$372K +910 New
GA
3562
Goldstein Advisors
Wisconsin
$370K -$18.8K -46 -5%
AC
3563
Addison Capital
Pennsylvania
$370K +$162K +396 +77%
MCM
3564
MontVue Capital Management
Virginia
$369K +$20K +49 +6%
CFSG
3565
Clark Financial Services Group
Missouri
$368K -$8.58K -21 -2%
LWIC
3566
Leith Wheeler Investment Counsel
British Columbia, Canada
$367K +$368K +901 New
NECFA
3567
New England Capital Financial Advisors
Connecticut
$366K
CIR
3568
Clear Investment Research
Georgia
$366K +$25.7K +63 +8%
BIG
3569
Builder Investment Group
Georgia
$365K
OWMIAS
3570
One Wealth Management Investment & Advisory Services
Florida
$364K +$51.1K +125 +16%
EM
3571
ELCO Management
New York
$364K
FBC
3572
Fairfield, Bush & Co
Connecticut
$363K
B
3573
Birchbrook
Maine
$362K -$4.09K -10 -1%
BB
3574
Berkshire Bank
Massachusetts
$362K
TFA
3575
Toth Financial Advisory
Virginia
$361K -$20.8K -51 -5%

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.