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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
Daiwa Securities Group
351
Daiwa Securities Group
Japan
$66.3M +$6.71M +16,412 +11%
SCP
352
Seizert Capital Partners
Michigan
$65.4M -$4.25M -10,393 -6%
QCM
353
Quantinno Capital Management
New York
$65.1M +$5.47M +13,388 +9%
UB
354
UMB Bank
Missouri
$64.9M -$14.6M -35,614 -18%
CIM
355
Confluence Investment Management
Missouri
$64.8M -$2.61M -6,393 -4%
WIM
356
Wittenberg Investment Management
Massachusetts
$64.3M -$2.07M -5,060 -3%
AIM
357
Allen Investment Management
New York
$64.2M -$5.66M -13,855 -8%
SJIC
358
St. James Investment Company
Texas
$63.9M -$4.03M -9,869 -6%
SPIA
359
Steward Partners Investment Advisory
New York
$63.8M +$3.08M +7,536 +5%
OPERF
360
Oregon Public Employees Retirement Fund
Oregon
$63.3M
ACM
361
Ardent Capital Management
Ohio
$63.1M +$1.5M +3,677 +2%
NAM
362
Nissay Asset Management
Japan
$63.1M +$1.6M +3,914 +3%
OP
363
Oldfield Partners
United Kingdom
$62.9M -$8.05M -19,700 -11%
SMDAM
364
Sumitomo Mitsui DS Asset Management
Japan
$62.8M +$2.33M +5,704 +4%
AWS
365
Atria Wealth Solutions
New York
$62.8M -$722K -1,767 -1%
DP
366
DDD Partners
Washington
$62.8M +$462K +1,131 +0.7%
Skandinaviska Enskilda Banken (SEB)
367
Skandinaviska Enskilda Banken (SEB)
Sweden
$62.6M -$43.4M -106,328 -41%
BPWM
368
Badgley Phelps Wealth Managers
Washington
$62.5M +$509K +1,245 +0.8%
Pacer Advisors
369
Pacer Advisors
Pennsylvania
$62.2M +$2M +4,887 +3%
PAM
370
Panagora Asset Management
Massachusetts
$62.2M -$12.4M -30,449 -17%
ACM
371
Advisors Capital Management
New Jersey
$61.8M -$5.08M -12,440 -8%
AM
372
AGF Management
Ontario, Canada
$61.3M -$2.7M -6,617 -4%
PL
373
Parthenon LLC
Kentucky
$61.3M -$1.13M -2,765 -2%
BBI
374
Baxter Bros Inc
Connecticut
$61M -$1.23M -3,019 -2%
TBC
375
Tweedy, Browne Co
Connecticut
$61M -$4.66M -11,395 -7%

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.