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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
HWM
3701
HRC Wealth Management
Idaho
$297K +$103K +252 +53%
O3W
3702
Omni 360 Wealth
New Jersey
$296K +$44.9K +110 +18%
SL
3703
Salomon & Ludwin
Virginia
$296K -$605K -1,480 -67%
HAS
3704
Horizon Advisory Services
New York
$296K
GIM
3705
Grassi Investment Management
California
$295K
OAP
3706
One Advisory Partners
Kansas
$295K +$10.2K +25 +4%
OFG
3707
OmniStar Financial Group
North Carolina
$295K +$26.6K +65 +10%
MWA
3708
Mills Wealth Advisors
Texas
$293K
DA
3709
Drake & Associates
Wisconsin
$293K +$32.7K +80 +13%
W
3710
WorthPointe
California
$292K +$8.17K +20 +3%
FBT
3711
First Bankers Trust
Kentucky
$292K +$18.4K +45 +7%
NFG
3712
Northeast Financial Group
Pennsylvania
$290K +$31.1K +76 +12%
BWM
3713
Biltmore Wealth Management
Arizona
$290K +$4.09K +10 +1%
LBWM
3714
Left Brain Wealth Management
Illinois
$290K +$10.2K +25 +4%
LSA
3715
Lion Street Advisors
Texas
$290K -$21.2K -52 -7%
HGA
3716
Hobbs Group Advisors
South Carolina
$290K +$291K +712 New
TCM
3717
Tang Capital Management
California
$289K +$291K +711 New
EWA
3718
Etesian Wealth Advisors
Oregon
$289K
UFA
3719
US Financial Advisors
Massachusetts
$289K +$81.7K +200 +39%
JA
3720
JVL Associates
Michigan
$288K +$409 +1 +0.1%
MC
3721
Mirabaud & Cie
Switzerland
$288K
RWM
3722
Refined Wealth Management
Utah
$288K +$817 +2 +0.3%
BC
3723
Barrett & Company
Rhode Island
$288K
EIA
3724
Eastover Investment Advisors
North Carolina
$285K
OPOWM
3725
One Plus One Wealth Management
Florida
$285K

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.