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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
SWM
3751
Seed Wealth Management
Illinois
$272K
HWMC
3752
Heritage Wealth Management (California)
California
$271K -$2.45K -6 -0.9%
MAM
3753
McCarthy Asset Management
California
$271K
WHCI
3754
W.H. Cornerstone Investments
Massachusetts
$271K
CG
3755
Clifford Group
Massachusetts
$271K
AFS
3756
AFG Fiduciary Services
Massachusetts
$270K +$409 +1 +0.2%
OBWP
3757
O'Brien Wealth Partners
Massachusetts
$270K
BG
3758
Bollard Group
Massachusetts
$268K
FA
3759
FSA Advisors
Michigan
$268K -$94.4K -231 -26%
AIM
3760
Arcadia Investment Management
Michigan
$268K
SCA
3761
St. Clair Advisors
Ohio
$268K
DCM
3762
Driehaus Capital Management
Illinois
$267K -$63.3K -155 -19%
NI
3763
NDVR Inc
Massachusetts
$266K +$19.6K +48 +8%
RB
3764
Renasant Bank
Mississippi
$266K +$267K +653 New
HFA
3765
Highland Financial Advisors
New Jersey
$265K +$266K +651 New
FWC
3766
First Washington Corp
Washington
$264K
SFWA
3767
Summit Financial Wealth Advisors
Louisiana
$264K +$16.3K +40 +7%
B
3768
Barings
North Carolina
$263K
PBO
3769
Peoples Bank (Ohio)
Ohio
$263K +$264K +647 New
SPP
3770
Single Point Partners
Massachusetts
$263K -$30.2K -74 -10%
MFA
3771
Morling Financial Advisors
California
$263K +$2.04K +5 +0.8%
FCMT
3772
Founders Capital Management (Texas)
Texas
$262K
PDL
3773
Portfolio Design Labs
California
$261K -$74K -181 -22%
FFL
3774
Financial Freedom LLC
Ohio
$260K
CA
3775
Claris Advisors
Missouri
$260K

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.