We are live on ! Find out more
BRK.B icon

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
KPP
3551
Kings Path Partners
Texas
$440K
MTWM
3552
Masso Torrence Wealth Management
New Jersey
$440K
RWMG
3553
Redwood Wealth Management Group
New Jersey
$438K -$39.8K -90 -9%
AWM
3554
Avondale Wealth Management
Texas
$437K -$66.3K -150 -14%
GGA
3555
Granite Group Advisors
Connecticut
$437K -$44.2K -100 -10%
CCM
3556
Cox Capital Management
Massachusetts
$437K
GA
3557
Goldstein Advisors
Wisconsin
$437K +$17.7K +40 +4%
SWP
3558
Semus Wealth Partners
Florida
$436K -$31K -70 -7%
BC
3559
Brio Consultants
California
$436K +$1.77K +4 +0.4%
SCM
3560
Stonehearth Capital Management
Massachusetts
$436K
MLIC
3561
Mandatum Life Insurance Company
Finland
$435K
RSS
3562
Rosenblum Silverman Sutton
California
$435K
BWM
3563
Boyd Wealth Management
California
$435K +$36.3K +82 +10%
VWM
3564
Valley Wealth Managers
New Jersey
$433K
CCC
3565
Chelsea Counsel Company
California
$432K
PIWA
3566
Prevail Innovative Wealth Advisors
Kansas
$431K +$50.4K +114 +14%
M1FG
3567
Mach-1 Financial Group
Arkansas
$429K +$33.6K +76 +9%
IIA
3568
Integral Investment Advisors
California
$428K +$1.33K +3 +0.3%
LGW
3569
Leslie Global Wealth
Illinois
$428K +$8.4K +19 +2%
SWM
3570
SFG Wealth Management
Maryland
$427K
AIA
3571
Affinity Investment Advisors
California
$427K
BAM
3572
Bellevue Asset Management
Washington
$427K
AFS
3573
Axiom Financial Strategies
Indiana
$426K +$161K +363 +64%
IIM
3574
Ipswich Investment Management
Massachusetts
$426K
PA
3575
Prism Advisors
California
$426K

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.