We are live on ! Find out more
BRK.B icon

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
PFA
3751
Pathway Financial Advisors
Vermont
$324K -$46.9K -106 -13%
VPWA
3752
Vestia Personal Wealth Advisors
Indiana
$323K -$20.8K -47 -6%
OPOWM
3753
One Plus One Wealth Management
Florida
$323K
Marshall Wace
3754
Marshall Wace
United Kingdom
$322K -$144M -325,452 -100%
MC
3755
Maren Capital
Illinois
$322K -$44.2K -100 -13%
LRIC
3756
Long Road Investment Counsel
Michigan
$322K
RWM
3757
Refined Wealth Management
Utah
$321K -$4.42K -10 -1%
SA
3758
Stewardship Advisors
Pennsylvania
$320K +$307K +695 New
MIM
3759
Montgomery Investment Management
Maryland
$319K
CFG
3760
Copley Financial Group
California
$318K +$306K +692 New
MC
3761
Mirabaud & Cie
Switzerland
$318K -$7.52K -17 -2%
ACM
3762
Alamar Capital Management
California
$317K
WPA
3763
Winning Points Advisors
Florida
$317K +$393K +888 New
NRWA
3764
North Ridge Wealth Advisors
Oregon
$317K -$76.1K -172 -20%
KCM
3765
Kendall Capital Management
Maryland
$317K -$4.42K -10 -1%
BAM
3766
Beaumont Asset Management
Texas
$317K
BC
3767
Barrett & Company
Rhode Island
$316K -$8.84K -20 -3%
KFS
3768
Kaizen Financial Strategies
California
$316K
MAV
3769
Mason & Associates (Virginia)
Virginia
$315K
PAM
3770
Peninsula Asset Management
Florida
$314K
RAS
3771
RPS Advisory Solutions
Kentucky
$313K -$73.8K -167 -20%
Betterment LLC
3772
Betterment LLC
New York
$313K +$301K +681 New
BRIA
3773
Balanced Rock Investment Advisors
Massachusetts
$313K
APW
3774
Acima Private Wealth
Virginia
$313K
RWM
3775
Reston Wealth Management
Virginia
$311K

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.