We are live on ! Find out more
BRK.B icon

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
TWM
3876
TSA Wealth Management
Texas
$263K +$31K +70 +14%
WAM
3877
Walker Asset Management
Missouri
$262K
GWM
3878
GoalFusion Wealth Management
Texas
$262K -$242K -547 -49%
LA
3879
LPF Advisors
Florida
$262K -$18.6K -42 -7%
AWP
3880
Ascent Wealth Partners
New York
$262K +$4.86K +11 +2%
HFA
3881
Highland Financial Advisors
New Jersey
$261K -$37.1K -84 -13%
PWA
3882
PCG Wealth Advisors
Kansas
$259K
WCM
3883
Winthrop Capital Management
Indiana
$259K
HKIMG
3884
Hutchens & Kramer Investment Management Group
Indiana
$257K
Optiver Holding
3885
Optiver Holding
Netherlands
$256K -$9.53M -21,544 -97%
SIA
3886
Stegner Investment Associates
Kentucky
$256K
KA
3887
Kozak & Associates
Colorado
$256K -$111K -250 -31%
RGF
3888
Retirement Guys Formula
Ohio
$256K -$33.2K -75 -12%
PFG
3889
Peterson Financial Group
Iowa
$254K +$4.86K +11 +2%
FWM
3890
FFT Wealth Management
Pennsylvania
$254K +$244K +551 New
PCTC
3891
Perkins Coie Trust Company
Washington
$250K +$34.9K +79 +17%
KC
3892
Kinloch Capital
Virginia
$250K -$7.08K -16 -3%
SPA
3893
Sherbrooke Park Advisers
New York
$249K -$1.29M -2,927 -84%
ZIMP
3894
Zimmermann Investment Management & Planning
Pennsylvania
$249K -$1.33K -3 -0.6%
TMWM
3895
Taylor & Morgan Wealth Management
Michigan
$249K +$11.1K +25 +5%
CSA
3896
Cottage Street Advisors
Massachusetts
$249K
TPW
3897
TL Private Wealth
Texas
$249K
FWS
3898
FinDec Wealth Services
California
$248K +$4.42K +10 +2%
CCG
3899
Chatham Capital Group
Georgia
$246K +$237K +535 New
EFN
3900
Equita Financial Network
Pennsylvania
$246K +$237K +535 New

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.