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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
AA
3601
AJ Advisors
Tennessee
$412K +$8.4K +19 +2%
EA
3602
Enclave Advisors
Texas
$410K +$394K +890 New
EARNEST Partners
3603
EARNEST Partners
Georgia
$409K +$40.7K +92 +12%
SP
3604
SWS Partners
Ohio
$409K
ZF
3605
Zega Financial
Florida
$408K -$884 -2 -0.2%
WCM
3606
Windsor Capital Management
Arizona
$408K +$23.4K +53 +6%
CCA
3607
Carrera Capital Advisors
Michigan
$408K +$67.2K +152 +21%
MKW
3608
Mullaney, Keating & Wright
Connecticut
$407K +$12.8K +29 +3%
BFM
3609
Boothbay Fund Management
New York
$407K -$371K -838 -49%
WLPWM
3610
Walled Lake Planning & Wealth Management
Illinois
$407K
HWM
3611
Howard Wealth Management
Connecticut
$406K +$5.31K +12 +1%
1CP
3612
17 Capital Partners
Arizona
$405K
AFO
3613
Allie Family Office
Florida
$405K
MWP
3614
Moller Wealth Partners
$404K
GWA
3615
Gibson Wealth Advisors
Texas
$403K
GSEP
3616
Golden State Equity Partners
California
$402K -$6.3M -14,257 -94%
KWA
3617
Kellett Wealth Advisors
Ohio
$401K -$352K -795 -48%
AFTS
3618
American Financial & Tax Strategies
New York
$400K -$4.42K -10 -1%
LFP
3619
Lakeshore Financial Planning
Michigan
$399K
ASW
3620
Astoria Strategic Wealth
Texas
$398K
PBO
3621
Peoples Bank (Ohio)
Ohio
$396K +$94.6K +214 +33%
PWMG
3622
Pinnacle Wealth Management Group
Michigan
$395K
PCA
3623
Providence Capital Advisors
North Carolina
$395K
ACM
3624
Aljian Capital Management
Nevada
$394K +$379K +857 New
ABTD
3625
Arvest Bank Trust Division
Oklahoma
$394K +$379K +857 New

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.