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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
IRC
3776
Investors Research Corp
Georgia
$259K
GAM
3777
Garrison Asset Management
Arkansas
$258K
SC
3778
Schulhoff & Co
Ohio
$258K
IA
3779
IFS Advisors
Kansas
$258K +$6.95K +17 +3%
AA
3780
Argent Advisors
Louisiana
$257K -$8.17K -20 -3%
RGF
3781
Retirement Guys Formula
Ohio
$257K +$258K +631 New
BFA
3782
BBJS Financial Advisors
Washington
$256K +$28.6K +70 +13%
GWAM
3783
Guardian Wealth Advisors (Minnesota)
Minnesota
$256K
SEEDPG
3784
S.E.E.D. Planning Group
New York
$256K
ACA
3785
American Capital Advisory
Idaho
$255K -$17.2K -42 -6%
SWAG
3786
Spectrum Wealth Advisory Group
California
$254K
LWMNY
3787
Landmark Wealth Management (New York)
New York
$254K
PAG
3788
Paladin Advisory Group
Iowa
$254K +$22.1K +54 +9%
CI
3789
Ceera Investments
Texas
$253K
LFG
3790
Lockerman Financial Group
California
$252K +$40.9K +100 +19%
SRWM
3791
Shira Ridge Wealth Management
California
$252K
TFA
3792
Tobias Financial Advisors
Florida
$251K -$86.2K -211 -25%
WFC
3793
Western Financial Corp
California
$251K -$2.86K -7 -1%
SWMG
3794
Signature Wealth Management Group
Georgia
$251K
BCFS
3795
Butensky & Cohen Financial Security
Florida
$250K
BO
3796
Bank OZK
Arkansas
$250K -$5.31K -13 -2%
MM
3797
Meridian Management
Arkansas
$249K -$298K -729 -54%
KFS
3798
Kelly Financial Services
Massachusetts
$249K
SAW
3799
Signal Advisors Wealth
Michigan
$249K -$2.72M -6,665 -92%
PWM
3800
Pacific Wealth Management
California
$249K

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.