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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
ES
3801
ETF Store
Kansas
$297K -$56.6K -128 -17%
ACA
3802
American Capital Advisory
Idaho
$297K -$30.1K -68 -10%
FCMT
3803
Founders Capital Management (Texas)
Texas
$297K
MCWA
3804
Meadow Creek Wealth Advisors
Georgia
$296K +$285K +644 New
GCP
3805
GSA Capital Partners
United Kingdom
$295K -$53.5K -121 -16%
IA
3806
IFS Advisors
Kansas
$295K +$3.1K +7 +1%
CI
3807
Ceera Investments
Texas
$293K +$6.63K +15 +2%
IRC
3808
Investors Research Corp
Georgia
$293K
RFM
3809
Royal Fund Management
Florida
$293K +$12.4K +28 +5%
GAM
3810
Garrison Asset Management
Arkansas
$291K
SC
3811
Schulhoff & Co
Ohio
$291K
FCC
3812
Flower City Capital
New York
$291K +$279K +632 New
GG
3813
GenWealth Group
New Jersey
$291K +$41.1K +93 +17%
BFA
3814
BBJS Financial Advisors
Washington
$290K
MM
3815
Meridian Management
Arkansas
$290K +$7.52K +17 +3%
SFWA
3816
Summit Financial Wealth Advisors
Louisiana
$290K -$8.84K -20 -3%
GWAM
3817
Guardian Wealth Advisors (Minnesota)
Minnesota
$290K
BSAM
3818
Blue Square Asset Management
New York
$288K -$28.3K -64 -9%
LWMNY
3819
Landmark Wealth Management (New York)
New York
$287K
SFC
3820
Swisher Financial Concepts
Ohio
$287K +$281K +636 New
FWM
3821
Foguth Wealth Management
Michigan
$287K -$148K -335 -35%
LSA
3822
Lion Street Advisors
Texas
$285K -$40.7K -92 -13%
SRWM
3823
Shira Ridge Wealth Management
California
$285K
AFS
3824
AFG Fiduciary Services
Massachusetts
$285K
CCA
3825
Conservest Capital Advisors
Pennsylvania
$285K

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.