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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
NFA
3676
Northwest Financial Advisors
Virginia
$366K -$29.2K -66 -8%
PFA
3677
Plotkin Financial Advisors
Maryland
$366K +$352K +795 New
HP
3678
Hyperion Partners
Pennsylvania
$364K -$9.29K -21 -3%
WFS
3679
Widmann Financial Services
Maryland
$364K -$2.65K -6 -0.8%
HBS
3680
Howard Bailey Securities
Indiana
$364K +$349K +790 New
MF
3681
Meridian Financial
Massachusetts
$363K
RA
3682
Ruggaard & Associates
Ohio
$363K
TS
3683
Tamar Securities
California
$362K -$95.5K -216 -22%
CCM
3684
Chiron Capital Management
Florida
$362K
JA
3685
JVL Associates
Michigan
$360K +$32.3K +73 +10%
LI
3686
LVZ Inc
Michigan
$359K -$884 -2 -0.3%
CB
3687
Community Bank
New York
$359K
LWM
3688
Latko Wealth Management
Illinois
$358K +$344K +778 New
LAM
3689
LifePro Asset Management
California
$356K +$12.4K +28 +4%
DA
3690
DSC Advisors
Illinois
$356K -$38.9K -88 -10%
CCP
3691
Clough Capital Partners
Massachusetts
$355K -$8.84K -20 -3%
NI
3692
NDVR Inc
Massachusetts
$355K +$53.9K +122 +19%
GIS
3693
Grayhawk Investment Strategies
Alberta, Canada
$354K
IWP
3694
Invenio Wealth Partners
Florida
$353K
IWA
3695
IVC Wealth Advisors
Pennsylvania
$353K -$266K -602 -44%
ACMA
3696
Arbor Capital Management (Alaska)
Alaska
$353K
PMIA
3697
Patrick Mauro Investment Advisor
Illinois
$351K +$337K +762 New
PGF
3698
Plan Group Financial
Oklahoma
$349K -$317K -717 -49%
CP
3699
Covenant Partners
Tennessee
$349K +$6.19K +14 +2%
SEEDPG
3700
S.E.E.D. Planning Group
New York
$349K +$57K +129 +21%

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.