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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
HWMC
3776
Heritage Wealth Management (California)
California
$311K +$3.98K +9 +1%
BMC
3777
Bear Mountain Capital
Washington
$310K
TFA
3778
Tobias Financial Advisors
Florida
$309K +$24.3K +55 +9%
CTC
3779
Corundum Trust Company
South Dakota
$309K
ECG
3780
EPIQ Capital Group
California
$308K
LC
3781
Lavaca Capital
Texas
$308K
SWM
3782
Seed Wealth Management
Illinois
$308K
WHCI
3783
W.H. Cornerstone Investments
Massachusetts
$307K
MAM
3784
McCarthy Asset Management
California
$307K
CG
3785
Clifford Group
Massachusetts
$307K
RS
3786
Rakuten Securities
Japan
$305K +$88K +199 +43%
MFP
3787
Meridian Financial Partners
Virginia
$305K +$293K +663 New
BG
3788
Bollard Group
Massachusetts
$304K
OFG
3789
OmniStar Financial Group
North Carolina
$304K -$28.7K -65 -9%
CA
3790
Cannon Advisors
North Carolina
$304K +$294K +664 New
AC
3791
AWM Capital
Arizona
$303K +$28.3K +64 +11%
SCA
3792
St. Clair Advisors
Ohio
$303K
BCM
3793
BluePointe Capital Management
California
$302K +$23.4K +53 +9%
PWP
3794
Phillips Wealth Planners
Mississippi
$302K -$11.1K -25 -4%
CW
3795
Code Waechter
Florida
$302K +$290K +656 New
RWM
3796
RBA Wealth Management
California
$302K -$13.3K -30 -4%
SPP
3797
Single Point Partners
Massachusetts
$300K +$2.21K +5 +0.8%
OBWP
3798
O'Brien Wealth Partners
Massachusetts
$299K -$5.75K -13 -2%
FWC
3799
First Washington Corp
Washington
$299K
KFS
3800
Kelly Financial Services
Massachusetts
$298K +$15.5K +35 +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.