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
1IA
3651
1834 Investment Advisors
Wisconsin
$325K
WMA
3652
Wealth Management Associates
New Jersey
$325K
KA
3653
Kozak & Associates
Colorado
$325K
EARNEST Partners
3654
EARNEST Partners
Georgia
$324K
MWM
3655
Maltin Wealth Management
New Jersey
$324K
WFS
3656
Widmann Financial Services
Maryland
$324K -$51.1K -125 -14%
GOCP
3657
Great Oak Capital Partners
Massachusetts
$322K -$76K -186 -20%
CCP
3658
Clough Capital Partners
Massachusetts
$322K -$1.62M -3,968 -83%
MF
3659
Meridian Financial
Massachusetts
$321K
RA
3660
Ruggaard & Associates
Ohio
$321K
CCM
3661
Chiron Capital Management
Florida
$320K
LI
3662
LVZ Inc
Michigan
$319K -$12.7K -31 -4%
CB
3663
Community Bank
New York
$317K
CBT
3664
Central Bank & Trust
Kentucky
$317K
ES
3665
ETF Store
Kansas
$315K -$2.45K -6 -0.8%
KDA
3666
Kraft Davis & Associates
Missouri
$314K
GIS
3667
Grayhawk Investment Strategies
Alberta, Canada
$313K
AA
3668
ACT Advisors
North Carolina
$313K +$40.5K +99 +15%
IWP
3669
Invenio Wealth Partners
Florida
$312K
CAP
3670
Columbia Advisory Partners
Washington
$311K +$9.81K +24 +3%
ACMA
3671
Arbor Capital Management (Alaska)
Alaska
$311K -$60.9K -149 -16%
IW
3672
Instrumental Wealth
Florida
$311K +$11.8K +29 +4%
GCP
3673
GSA Capital Partners
United Kingdom
$310K +$49.4K +121 +19%
OCM
3674
Orion Capital Management
California
$310K
PDM
3675
Penn Davis McFarland
Texas
$308K

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.