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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
RC
351
Roundview Capital
New Jersey
$71.5M -$3.69M -8,334 -5%
AWS
352
Atria Wealth Solutions
New York
$71.4M +$322K +729 +0.5%
ACM
353
Advisors Capital Management
New Jersey
$71.3M +$1.36M +3,082 +2%
CIM
354
Confluence Investment Management
Missouri
$71.2M -$1.97M -4,450 -3%
First Trust Advisors
355
First Trust Advisors
Illinois
$71.1M +$2.41M +5,453 +4%
SAM
356
Storebrand Asset Management
Norway
$70.4M +$2.15M +4,855 +3%
SJIC
357
St. James Investment Company
Texas
$70.2M -$2.03M -4,590 -3%
EH
358
Equitable Holdings
New York
$69.9M +$5.4M +12,220 +9%
IC
359
IEQ Capital
California
$69.9M +$5.94M +13,425 +10%
ACM
360
Ardent Capital Management
Ohio
$69.6M -$1.7M -3,855 -2%
SWM
361
Segment Wealth Management
Texas
$69M +$1.69M +3,824 +3%
PL
362
Parthenon LLC
Kentucky
$68.7M -$656K -1,483 -1%
GIA
363
Guyasuta Investment Advisors
Pennsylvania
$68.6M +$606K +1,371 +0.9%
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$68.5M -$1.81M -4,086 -3%
Parallax Volatility Advisers
365
Parallax Volatility Advisers
California
$68.4M -$17.8M -40,305 -21%
SL
366
Summitry LLC
California
$68M +$242K +547 +0.4%
WIM
367
Wittenberg Investment Management
Massachusetts
$67M -$5.55M -12,547 -8%
UONDDL
368
University of Notre Dame du Lac
Indiana
$66.8M -$14.4M -32,600 -18%
MGIA
369
Moneta Group Investment Advisors
Missouri
$66.8M +$3.28M +7,411 +5%
Mirae Asset Global ETFs Holdings
370
Mirae Asset Global ETFs Holdings
Hong Kong
$66.8M -$17M -38,485 -21%
BBI
371
Baxter Bros Inc
Connecticut
$66.7M -$2.32M -5,245 -3%
CTC
372
Central Trust Company
Missouri
$66.3M -$1.06M -2,390 -2%
FCMC
373
Founders Capital Management (Connecticut)
Connecticut
$65.5M -$469K -1,061 -0.7%
Vontobel Holding
374
Vontobel Holding
Switzerland
$65.5M -$1.67M -3,788 -3%
TBC
375
Tweedy, Browne Co
Connecticut
$64.8M -$3.99M -9,028 -6%

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.