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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
CWAF
3876
Core Wealth Advisors (Florida)
Florida
$216K
PRI
3877
Prepared Retirement Institute
Pennsylvania
$216K +$217K +530 New
WHCFA
3878
William Howard & Co Financial Advisors
Tennessee
$215K
FWS
3879
FinDec Wealth Services
California
$215K +$20.4K +50 +10%
CTA
3880
Camelot Technology Advisors
California
$214K
TWA
3881
Trellis Wealth Advisors
California
$214K
CP
3882
Castleview Partners
Texas
$214K -$1.23K -3 -0.6%
LW
3883
Libra Wealth
California
$213K +$214K +524 New
JF
3884
Joule Financial
Kentucky
$213K +$4.9K +12 +2%
MSCM
3885
McElhenny Sheffield Capital Management
Texas
$212K +$213K +521 New
AI
3886
Auour Investments
Massachusetts
$212K
SCM
3887
Stordahl Capital Management
Colorado
$212K -$8.17K -20 -4%
BBWP
3888
Beacon Bridge Wealth Partners
Pennsylvania
$212K -$7.36K -18 -3%
TCM
3889
TD Capital Management
Tennessee
$212K
VC
3890
Veery Capital
Delaware
$212K
RRWA
3891
Rainey & Randall Wealth Advisors
Florida
$211K
TMWM
3892
Taylor & Morgan Wealth Management
Michigan
$210K
TLA
3893
Tanglewood Legacy Advisors
Texas
$210K
GWSA
3894
Global Wealth Strategies & Associates
Colorado
$210K -$4.09K -10 -2%
VR
3895
Valued Retirements
Texas
$210K
SWM
3896
Seaside Wealth Management
California
$208K -$3.68K -9 -2%
TCM
3897
Towercrest Capital Management
Pennsylvania
$208K
CSIA
3898
Conrad Siegel Investment Advisors
Pennsylvania
$208K +$209K +511 New
NC
3899
Nixon Capital
Texas
$207K
FF
3900
Financial Futures
New Jersey
$207K +$208K +510 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.