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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
MSA
3826
Marathon Strategic Advisors
Pennsylvania
$284K +$272K +616 New
BCFS
3827
Butensky & Cohen Financial Security
Florida
$283K
WWM
3828
Wiser Wealth Management
Georgia
$283K +$31.4K +71 +13%
PWM
3829
Pacific Wealth Management
California
$282K
PAG
3830
Paladin Advisory Group
Iowa
$280K -$7.52K -17 -3%
RIM
3831
Reliant Investment Management
Tennessee
$280K
SWMG
3832
Signature Wealth Management Group
Georgia
$280K -$3.98K -9 -1%
PIA
3833
Petredis Investment Advisors
Pennsylvania
$279K
HPFG
3834
Hart & Patterson Financial Group
Massachusetts
$279K +$8.84K +20 +3%
SGWM
3835
Sterling Group Wealth Management
California
$278K
LD
3836
Lipe & Dalton
New York
$278K
BFP
3837
Brewster Financial Planning
New York
$278K
DWM
3838
Darwin Wealth Management
Florida
$278K +$267K +604 New
RWA
3839
Roberts Wealth Advisors
California
$278K +$19.9K +45 +8%
KWM
3840
Kaydan Wealth Management
Michigan
$278K
ASG
3841
Ariston Services Group
California
$277K
DWA
3842
Delos Wealth Advisors
Texas
$277K +$23.4K +53 +10%
DI
3843
Disciplined Investments
Oklahoma
$277K
MSWMA
3844
Market Street Wealth Management Advisors
Indiana
$277K +$25.6K +58 +11%
SHFP
3845
Second Half Financial Partners
Florida
$277K +$266K +601 New
FFL
3846
Financial Freedom LLC
Ohio
$276K -$17.7K -40 -6%
MCG
3847
McCollum Christoferson Group
New York
$276K
NME
3848
Notis-McConarty Edward
$276K
WB
3849
West Bancorporation
Iowa
$276K
TC
3850
Tenret Company
Florida
$276K

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.