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

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
SP
3576
SWS Partners
Ohio
$361K -$653K -1,599 -64%
ZF
3577
Zega Financial
Florida
$361K -$4.09K -10 -1%
EFA
3578
Edge Financial Advisors
Illinois
$360K -$201K -491 -36%
WLPWM
3579
Walled Lake Planning & Wealth Management
Illinois
$360K
1CP
3580
17 Capital Partners
Arizona
$358K +$17.2K +42 +5%
VIA
3581
Virtus Investment Advisers
Connecticut
$358K -$6.13K -15 -2%
AFO
3582
Allie Family Office
Florida
$358K
AFTS
3583
American Financial & Tax Strategies
New York
$357K +$4.09K +10 +1%
MWP
3584
Moller Wealth Partners
$357K +$358K +877 New
AA
3585
AJ Advisors
Tennessee
$356K -$245K -599 -41%
GWA
3586
Gibson Wealth Advisors
Texas
$356K
FAM
3587
Family Asset Management
South Carolina
$354K -$1.23K -3 -0.3%
BRG
3588
Bay Rivers Group
Virginia
$354K
HWM
3589
Howard Wealth Management
Connecticut
$354K
RFA
3590
ROI Financial Advisors
Oregon
$354K +$98.1K +240 +38%
LFP
3591
Lakeshore Financial Planning
Michigan
$353K +$70.7K +173 +25%
ASW
3592
Astoria Strategic Wealth
Texas
$351K
HFS
3593
Hoge Financial Services
Pennsylvania
$351K +$70.7K +173 +25%
TCM
3594
Towneley Capital Management
California
$351K -$588K -1,440 -63%
BWM
3595
Boyd Wealth Management
California
$351K
NFA
3596
Northwest Financial Advisors
Virginia
$350K +$4.09K +10 +1%
DA
3597
DSC Advisors
Illinois
$350K +$32.3K +79 +10%
MWPCG
3598
Measured Wealth Private Client Group
New Hampshire
$350K
SFPG
3599
Stonebridge Financial Planning Group
Florida
$350K
NRWA
3600
North Ridge Wealth Advisors
Oregon
$350K +$10.2K +25 +3%

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.