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
CIS
3626
Connors Investor Services
Pennsylvania
$338K
HSWS
3627
Higgins & Schmidt Wealth Strategies
Colorado
$338K +$1.23K +3 +0.4%
CCP
3628
Clarity Capital Partners
California
$336K +$5.72K +14 +2%
MCM
3629
Manchester Capital Management
Vermont
$335K +$48.2K +118 +17%
CSWM
3630
Cassady Schiller Wealth Management
Ohio
$335K -$233K -569 -41%
PIWA
3631
Prevail Innovative Wealth Advisors
Kansas
$334K +$16.8K +41 +5%
AFP
3632
Alpha Financial Partners
Kentucky
$333K -$27.4K -67 -8%
WFAG
3633
Worth Financial Advisory Group
North Carolina
$332K +$42.9K +105 +15%
CPG
3634
Cornerstone Planning Group
New Jersey
$331K +$20K +49 +7%
HP
3635
Hyperion Partners
Pennsylvania
$330K -$387K -946 -54%
PFA
3636
Pathway Financial Advisors
Vermont
$330K +$45.8K +112 +16%
JSA
3637
Jacobson & Schmitt Advisors
Wisconsin
$330K +$331K +811 New
NPP
3638
New Potomac Partners
Maryland
$330K
HIP
3639
Harrell Investment Partners
Texas
$330K +$32.3K +79 +11%
FS
3640
Ferguson Shapiro
Georgia
$329K -$113K -277 -26%
MG
3641
Meritage Group
California
$329K +$331K +809 New
PWM
3642
Prosperity Wealth Management
California
$329K
AC
3643
Asio Capital
Kentucky
$328K -$11.4K -28 -3%
WM
3644
Whitford Management
New York
$328K
EFI
3645
EHP Funds Inc
Canada
$325K
FF
3646
Friedenthal Financial
New Jersey
$325K
MC
3647
Maren Capital
Illinois
$325K
NIA
3648
NIA Impact Advisors
California
$325K
SCI
3649
Silver Coast Investments
United States
$325K +$129K +316 +65%
SCP
3650
Shorepoint Capital Partners
Massachusetts
$325K +$326K +799 New

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.