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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
HWMA
3676
Heritage Wealth Management (Arizona)
Arizona
$307K
HFO
3677
Heritage Family Offices
Arizona
$307K +$309K +755 New
EWM
3678
Elevatus Welath Management
New York
$306K -$22.1K -54 -7%
Mawer Investment Management
3679
Mawer Investment Management
Alberta, Canada
$305K
WAM
3680
Weinberger Asset Management
California
$304K +$64.6K +158 +27%
VPWA
3681
Vestia Personal Wealth Advisors
Indiana
$304K +$306K +748 New
AC
3682
Armistice Capital
New York
$304K -$224K -547 -42%
LAM
3683
LifePro Asset Management
California
$303K -$2.86K -7 -0.9%
JFG
3684
JDM Financial Group
Texas
$303K
KFS
3685
Kaizen Financial Strategies
California
$303K -$40.9K -100 -13%
CP
3686
Covenant Partners
Tennessee
$303K
AAA
3687
Adams Asset Advisors
Texas
$303K
RK
3688
Rather & Kittrell
Tennessee
$302K
OSNBOA
3689
Old Second National Bank of Aurora
Illinois
$301K +$38.8K +95 +15%
AA
3690
AlphaMark Advisors
Kentucky
$300K -$50.3K -123 -14%
PP
3691
PFS Partners
New Jersey
$299K -$11.8K -29 -4%
EF
3692
Exeter Financial
Arizona
$299K
SWM
3693
Shakespeare Wealth Management
Wisconsin
$299K +$2.86K +7 +1%
PCM
3694
Passive Capital Management
Maryland
$299K +$300K +735 New
CCA
3695
Carrera Capital Advisors
Michigan
$299K +$300K +734 New
MWS
3696
Maxwell Wealth Strategies
California
$298K
MGWA
3697
Monument Group Wealth Advisors
Massachusetts
$297K
PD
3698
Planning Directions
Pennsylvania
$297K
AWM
3699
Altus Wealth Management
Kentucky
$297K
TFCP
3700
Twin Focus Capital Partners
Massachusetts
$297K

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.