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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
SIA
3851
Stegner Investment Associates
Kentucky
$227K +$228K +557 New
CFC
3852
Coyle Financial Counsel
Illinois
$225K
TCB
3853
Texas Capital Bancshares
Texas
$224K +$225K +551 New
DWA
3854
Delos Wealth Advisors
Texas
$223K +$165K +403 +278%
NCG
3855
Newport Capital Group
New Jersey
$223K +$224K +547 New
ZIMP
3856
Zimmermann Investment Management & Planning
Pennsylvania
$221K
NCMW
3857
Northern Capital Management (Washington)
Washington
$221K +$2.45K +6 +1%
WWM
3858
Wiser Wealth Management
Georgia
$221K +$222K +544 New
MSWMA
3859
Market Street Wealth Management Advisors
Indiana
$221K +$8.17K +20 +4%
PFG
3860
Peterson Financial Group
Iowa
$220K +$10.6K +26 +5%
AAM
3861
Austin Asset Management
Texas
$220K -$37.2K -91 -14%
RA
3862
Regis Acquisition
Colorado
$220K -$10.2K -25 -4%
OPWM
3863
Oxinas Partners Wealth Management
Indiana
$220K -$40.5K -99 -15%
JWM
3864
Jeppson Wealth Management
California
$220K -$409 -1 -0.2%
CSA
3865
Cottage Street Advisors
Massachusetts
$220K
GG
3866
GenWealth Group
New Jersey
$219K
OWM
3867
Orgel Wealth Management
Wisconsin
$219K +$24.9K +61 +13%
SFCL
3868
Strengthening Families & Communities LLC
Massachusetts
$218K -$6.95K -17 -3%
DPW
3869
DiNuzzo Private Wealth
Pennsylvania
$217K +$47.4K +116 +28%
VWMG
3870
Virginia Wealth Management Group
Virginia
$217K
SIA
3871
Sit Investment Associates
Minnesota
$217K
WF
3872
Williams Financial
Vermont
$217K -$34.7K -85 -14%
ISWM
3873
Independent Solutions Wealth Management
New York
$217K -$30.6K -75 -12%
PCIG
3874
Partners Capital Investment Group
Massachusetts
$217K +$218K +533 New
CWA
3875
Cascade Wealth Advisors
Washington
$217K

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.