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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
CSWM
3651
Cassady Schiller Wealth Management
Ohio
$379K
OPWM
3652
Oxinas Partners Wealth Management
Indiana
$376K +$122K +277 +51%
DA
3653
Drake & Associates
Wisconsin
$375K +$42K +95 +13%
PA
3654
Promethium Advisors
Maryland
$374K +$359K +813 New
APC
3655
Aspire Private Capital
North Carolina
$374K -$17.2K -39 -5%
CCP
3656
Clarity Capital Partners
California
$373K -$6.19K -14 -2%
JSA
3657
Jacobson & Schmitt Advisors
Wisconsin
$373K
HIP
3658
Harrell Investment Partners
Texas
$373K
NPP
3659
New Potomac Partners
Maryland
$373K
FS
3660
Ferguson Shapiro
Georgia
$372K
SCP
3661
Shorepoint Capital Partners
Massachusetts
$372K +$4.42K +10 +1%
WM
3662
Whitford Management
New York
$371K
CPG
3663
Cornerstone Planning Group
New Jersey
$370K +$6.63K +15 +2%
MWA
3664
Mills Wealth Advisors
Texas
$370K +$36.7K +83 +12%
CKAIS
3665
Christensen King & Associates Investment Services
Washington
$369K -$226K -510 -39%
AC
3666
Asio Capital
Kentucky
$369K -$2.65K -6 -0.7%
SC
3667
Scholtz & Company
Connecticut
$368K -$22.1K -50 -6%
CIS
3668
Connors Investor Services
Pennsylvania
$368K -$13.3K -30 -4%
FF
3669
Friedenthal Financial
New Jersey
$368K
NIA
3670
NIA Impact Advisors
California
$368K
SCI
3671
Silver Coast Investments
United States
$368K
GRA
3672
Golden Road Advisors
Florida
$368K -$22.1K -50 -6%
WMA
3673
Wealth Management Associates
New Jersey
$367K
MWM
3674
Maltin Wealth Management
New Jersey
$367K
TFG
3675
Tull Financial Group
Virginia
$366K +$352K +796 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.