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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
IAS
3576
Investment Advisory Services
Texas
$424K
RWA
3577
Rooted Wealth Advisors
Illinois
$424K +$413K +934 New
HIA
3578
HTG Investment Advisors
Connecticut
$423K
CIR
3579
Clear Investment Research
Georgia
$423K +$7.96K +18 +2%
AWP
3580
Accretive Wealth Partners
New Jersey
$422K -$80.5K -182 -17%
CWM
3581
C2C Wealth Management
Arizona
$422K
EWM
3582
Elevatus Welath Management
New York
$421K +$72.5K +164 +22%
ZAM
3583
Zevin Asset Management
Massachusetts
$421K
MCM
3584
Monument Capital Management
Virginia
$420K -$442 -1 -0.1%
OCM
3585
Orion Capital Management
California
$420K +$66.3K +150 +20%
BCAM
3586
Boston Common Asset Management
Massachusetts
$419K
EA
3587
Evolution Advisers
Virginia
$419K
MCM
3588
MontVue Capital Management
Virginia
$417K
WWMSC
3589
Wagner Wealth Management (South Carolina)
South Carolina
$417K -$732K -1,655 -65%
MBFW
3590
Morton Brown Family Wealth
Pennsylvania
$416K
NECFA
3591
New England Capital Financial Advisors
Connecticut
$414K
VF
3592
VitalStone Financial
Texas
$414K +$369K +834 +1,283%
AC
3593
Addison Capital
Pennsylvania
$413K -$4.86K -11 -1%
ACM
3594
Advance Capital Management
Michigan
$413K +$21.2K +48 +6%
GSIS
3595
Global Strategic Investment Solutions
Arizona
$413K -$13.7K -31 -3%
BIG
3596
Builder Investment Group
Georgia
$413K
WFAG
3597
Worth Financial Advisory Group
North Carolina
$413K +$35.8K +81 +10%
AA
3598
ACT Advisors
North Carolina
$413K +$56.2K +127 +16%
I
3599
InceptionR
California
$412K +$396K +896 New
EM
3600
ELCO Management
New York
$412K

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.