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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
HPFG
3826
Hart & Patterson Financial Group
Massachusetts
$238K -$2.45K -6 -1%
NCM
3827
Narwhal Capital Management
Georgia
$238K
BTWM
3828
Brass Tax Wealth Management
Ohio
$238K +$239K +586 New
SWP
3829
Significant Wealth Partners
Illinois
$238K +$239K +586 New
MWM
3830
MinichMacGregor Wealth Management
New York
$238K -$1.23K -3 -0.5%
UFF
3831
USA Financial Formulas
Michigan
$237K -$900K -2,202 -79%
CWA
3832
CM Wealth Advisors
Ohio
$235K -$141K -344 -37%
KIC
3833
Keating Investment Counselors
Florida
$234K -$566K -1,385 -71%
RFO
3834
RiverGlades Family Offices
Florida
$234K
CBB
3835
Citizens Business Bank
California
$234K
RWA
3836
Roberts Wealth Advisors
California
$233K -$69.5K -170 -23%
WAM
3837
Walker Asset Management
Missouri
$232K
TWP
3838
Triad Wealth Partners
Kansas
$231K +$233K +569 New
VPP
3839
Vertex Planning Partners
Illinois
$231K +$18.8K +46 +9%
BDFN
3840
Bond & Devick Financial Network
Minnesota
$229K +$30.6K +75 +15%
SPI
3841
Santori & Peters Inc
Pennsylvania
$229K -$44.5K -109 -16%
PWA
3842
PCG Wealth Advisors
Kansas
$229K -$17.2K -42 -7%
AFS
3843
Axiom Financial Strategies
Indiana
$229K
WCM
3844
Winthrop Capital Management
Indiana
$229K +$4.9K +12 +2%
TC
3845
Touchstone Capital
Pennsylvania
$228K
AWM
3846
Ameliora Wealth Management
Switzerland
$228K +$147K +360 +180%
HKIMG
3847
Hutchens & Kramer Investment Management Group
Indiana
$228K
KC
3848
Kinloch Capital
Virginia
$227K +$228K +559 New
LIA
3849
LifePlan Investment Advisors
North Carolina
$227K +$26.6K +65 +13%
AWP
3850
Ascent Wealth Partners
New York
$227K +$228K +558 New

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.