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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
CAM
3851
Clark Asset Management
New Hampshire
$275K +$264K +598 New
NWA
3852
Navis Wealth Advisors
New York
$274K +$263K +595 New
BBW
3853
Blue Barn Wealth
Utah
$273K +$263K +594 New
BO
3854
Bank OZK
Arkansas
$273K -$9.29K -21 -3%
DACG
3855
Donor Advised Charitable Giving
California
$272K -$40.2K -91 -13%
PCWA
3856
Pacific Capital Wealth Advisors
California
$272K +$69.4K +157 +36%
CAM
3857
Clarity Asset Management
Iowa
$272K +$1.77K +4 +0.7%
PSA
3858
Plum Street Advisors
Louisiana
$272K +$37.1K +84 +17%
VIA
3859
Virtus Investment Advisers
Connecticut
$272K -$128K -290 -33%
GFG
3860
GR Financial Group
Arizona
$271K
CCM
3861
Crabel Capital Management
California
$271K +$260K +588 New
DWA
3862
Delap Wealth Advisory
Oregon
$270K -$119K -270 -32%
VPP
3863
Vertex Planning Partners
Illinois
$270K +$8.4K +19 +3%
NCM
3864
Narwhal Capital Management
Georgia
$270K
SWP
3865
Significant Wealth Partners
Illinois
$268K -$1.77K -4 -0.7%
CA
3866
CWC Advisors
Oregon
$267K +$257K +581 New
WFC
3867
Western Financial Corp
California
$266K -$16.8K -38 -6%
RC
3868
Rovin Capital
Arizona
$266K -$341K -772 -57%
AAM
3869
Austin Asset Management
Texas
$266K +$15.9K +36 +7%
MWM
3870
MinichMacGregor Wealth Management
New York
$265K -$3.98K -9 -2%
KIC
3871
Keating Investment Counselors
Florida
$265K
RFO
3872
RiverGlades Family Offices
Florida
$265K
CBB
3873
Citizens Business Bank
California
$264K
NCG
3874
Newport Capital Group
New Jersey
$264K +$11.5K +26 +5%
GWSA
3875
Global Wealth Strategies & Associates
Colorado
$263K +$25.2K +57 +11%

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.