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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
CC
3801
Constitution Capital
Connecticut
$249K +$5.72K +14 +2%
LA
3802
LPF Advisors
Florida
$249K +$24.1K +59 +11%
RIM
3803
Reliant Investment Management
Tennessee
$248K
RFM
3804
Royal Fund Management
Florida
$247K -$606K -1,483 -71%
PIA
3805
Petredis Investment Advisors
Pennsylvania
$247K
PWP
3806
Pursue Wealth Partners
California
$246K +$247K +605 New
SGWM
3807
Sterling Group Wealth Management
California
$246K +$247K +605 New
LD
3808
Lipe & Dalton
New York
$246K
BFP
3809
Brewster Financial Planning
New York
$246K +$13.9K +34 +6%
BCM
3810
BluePointe Capital Management
California
$246K +$23.3K +57 +10%
KWM
3811
Kaydan Wealth Management
Michigan
$245K
ASG
3812
Ariston Services Group
California
$245K -$817 -2 -0.3%
DI
3813
Disciplined Investments
Oklahoma
$244K -$4.5K -11 -2%
MCG
3814
McCollum Christoferson Group
New York
$244K
NME
3815
Notis-McConarty Edward
$244K
WB
3816
West Bancorporation
Iowa
$244K +$8.17K +20 +3%
PWP
3817
Precedent Wealth Partners
Texas
$244K -$46.2K -113 -16%
TC
3818
Tenret Company
Florida
$244K -$5.31K -13 -2%
HHGA
3819
Halbert Hargrove Global Advisors
California
$243K -$409 -1 -0.2%
AC
3820
AWM Capital
Arizona
$242K +$243K +595 New
GSC
3821
Ground Swell Capital
South Carolina
$241K +$242K +593 New
TPW
3822
TL Private Wealth
Texas
$241K
GFG
3823
GR Financial Group
Arizona
$240K +$13.9K +34 +6%
SF
3824
Slagle Financial
Illinois
$239K -$45.8K -112 -16%
CAM
3825
Clarity Asset Management
Iowa
$239K +$1.23K +3 +0.5%

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.