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
PCA
3601
Providence Capital Advisors
North Carolina
$349K -$6.54K -16 -2%
PWMG
3602
Pinnacle Wealth Management Group
Michigan
$349K +$7.76K +19 +2%
DWA
3603
Delap Wealth Advisory
Oregon
$349K -$1.04M -2,537 -75%
M1FG
3604
Mach-1 Financial Group
Arkansas
$349K +$13.1K +32 +4%
GRA
3605
Golden Road Advisors
Florida
$349K +$12.3K +30 +4%
MKW
3606
Mullaney, Keating & Wright
Connecticut
$348K +$350K +856 New
APC
3607
Aspire Private Capital
North Carolina
$346K
WWG
3608
West Wealth Group
California
$346K +$18K +44 +5%
AAS
3609
Asset Allocation Strategies
Michigan
$346K -$10.2K -25 -3%
CS
3610
CapitalatWork SA
$346K
ACM
3611
Advance Capital Management
Michigan
$346K -$36.4K -89 -9%
SC
3612
Scholtz & Company
Connecticut
$346K -$20.4K -50 -6%
RAS
3613
RPS Advisory Solutions
Kentucky
$345K +$347K +848 New
ORAM
3614
One River Asset Management
Connecticut
$345K +$346K +847 New
SJIM
3615
St. Johns Investment Management
Florida
$344K -$8.17K -20 -2%
FA
3616
Fortis Advisors
Pennsylvania
$343K
HA
3617
HFG Advisors
Ohio
$343K
SI
3618
Seeds Investor
New York
$343K +$345K +844 New
KFG
3619
Kingdom Financial Group
Arizona
$343K -$47.8K -117 -12%
DRD
3620
Dennis R. Delaney
$342K -$231K -565 -40%
QFA
3621
Quattro Financial Advisors
Texas
$342K
WCM
3622
Windsor Capital Management
Arizona
$339K
EFG
3623
Ehrlich Financial Group
California
$338K +$2.86K +7 +0.8%
SRSA
3624
S.R. Schill & Associates
Washington
$338K +$40K +98 +13%
AWM
3625
Affinity Wealth Management
Delaware
$338K

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.