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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
MPPLM
3701
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$347K -$138K -311 -29%
HFO
3702
Heritage Family Offices
Arizona
$347K
BA
3703
Bridgewater Associates
Connecticut
$347K +$334K +755 New
OWMIAS
3704
One Wealth Management Investment & Advisory Services
Florida
$345K -$64.6K -146 -16%
Mawer Investment Management
3705
Mawer Investment Management
Alberta, Canada
$345K
1IA
3706
1834 Investment Advisors
Wisconsin
$344K -$22.1K -50 -6%
IW
3707
Instrumental Wealth
Florida
$344K +$13.3K +30 +4%
MWPCG
3708
Measured Wealth Private Client Group
New Hampshire
$344K -$50K -113 -13%
EF
3709
Exeter Financial
Arizona
$344K +$5.31K +12 +2%
SWM
3710
Shakespeare Wealth Management
Wisconsin
$344K +$5.31K +12 +2%
HGA
3711
Hobbs Group Advisors
South Carolina
$344K +$15.5K +35 +5%
MFA
3712
Morling Financial Advisors
California
$343K +$44.2K +100 +15%
AAA
3713
Adams Asset Advisors
Texas
$342K
KFG
3714
Kingdom Financial Group
Arizona
$342K -$44.2K -100 -12%
GOCP
3715
Great Oak Capital Partners
Massachusetts
$341K -$3.98K -9 -1%
OSNBOA
3716
Old Second National Bank of Aurora
Illinois
$341K
AA
3717
AlphaMark Advisors
Kentucky
$340K +$884 +2 +0.3%
PCM
3718
Passive Capital Management
Maryland
$338K
ERIC
3719
Eagle Rock Investment Company
Georgia
$338K +$325K +734 New
RK
3720
Rather & Kittrell
Tennessee
$337K -$3.98K -9 -1%
MGWA
3721
Monument Group Wealth Advisors
Massachusetts
$336K
PD
3722
Planning Directions
Pennsylvania
$336K
KDA
3723
Kraft Davis & Associates
Missouri
$336K +$11.1K +25 +3%
SFPG
3724
Stonebridge Financial Planning Group
Florida
$336K -$57.5K -130 -15%
AWM
3725
Altus Wealth Management
Kentucky
$336K

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.