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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
LRIC
3726
Long Road Investment Counsel
Michigan
$285K
CCA
3727
Conservest Capital Advisors
Pennsylvania
$285K
BMC
3728
Bear Mountain Capital
Washington
$284K
SA
3729
Scarborough Advisors
Maryland
$284K +$1.63K +4 +0.6%
KCM
3730
Kendall Capital Management
Maryland
$284K -$8.17K -20 -3%
AWA
3731
ARQ Wealth Advisors
Arizona
$282K +$284K +694 New
MIM
3732
Montgomery Investment Management
Maryland
$282K
BSAM
3733
Blue Square Asset Management
New York
$281K
ACM
3734
Alamar Capital Management
California
$280K +$282K +689 New
BAM
3735
Beaumont Asset Management
Texas
$280K
RWM
3736
RBA Wealth Management
California
$279K -$28.2K -69 -9%
PWP
3737
Phillips Wealth Planners
Mississippi
$279K -$22.5K -55 -8%
MAV
3738
Mason & Associates (Virginia)
Virginia
$279K +$280K +685 New
HIF
3739
Hill Island Financial
Michigan
$278K +$11.4K +28 +4%
DACG
3740
Donor Advised Charitable Giving
California
$278K
PAM
3741
Peninsula Asset Management
Florida
$277K
BRIA
3742
Balanced Rock Investment Advisors
Massachusetts
$277K -$5.31K -13 -2%
FL
3743
FreeGulliver LLC
Louisiana
$277K +$278K +680 New
APW
3744
Acima Private Wealth
Virginia
$276K
RWM
3745
Reston Wealth Management
Virginia
$275K +$21.2K +52 +8%
FWM
3746
Fonville Wealth Management
Virginia
$274K +$36K +88 +15%
CBFP
3747
Cedar Brook Financial Partners
Ohio
$274K -$4.7M -11,510 -94%
CTC
3748
Corundum Trust Company
South Dakota
$273K +$274K +671 New
LC
3749
Lavaca Capital
Texas
$273K +$14.7K +36 +6%
ECG
3750
EPIQ Capital Group
California
$273K +$274K +670 New

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.