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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
SI
3901
Saxon Interests
Texas
$207K +$817 +2 +0.4%
RA
3902
Rodgers & Associates
Pennsylvania
$207K +$5.31K +13 +3%
WAG
3903
Wallace Advisory Group
California
$206K -$72.3K -177 -26%
PSA
3904
Plum Street Advisors
Louisiana
$206K -$34.3K -84 -14%
PCM
3905
Prelude Capital Management
New York
$206K -$24.5K -60 -11%
EMAM
3906
Encompass More Asset Management
California
$205K +$206K +505 New
RJTCONH
3907
Raymond James Trust Company of New Hampshire
New Hampshire
$205K
QCIG
3908
Quad-Cities Investment Group
Iowa
$205K
CC
3909
Copperleaf Capital
North Carolina
$204K +$4.5K +11 +2%
TWM
3910
TSA Wealth Management
Texas
$204K +$205K +502 New
DR
3911
Davis Rea
Ontario, Canada
$203K -$36.8K -90 -15%
EG
3912
Ellerson Group
Maryland
$203K -$6.13K -15 -3%
DMC
3913
Drexel Morgan & Co
Pennsylvania
$203K
FOFP
3914
Fee-Only Financial Planning
South Carolina
$203K
LAI
3915
Legal Advantage Investments
California
$203K
RBCM
3916
Raub Brock Capital Management
California
$203K
RA
3917
RiverTree Advisors
Florida
$203K
SLG
3918
Stanley-Laman Group
Pennsylvania
$203K
KB
3919
Kimelman & Baird
New York
$203K +$204K +500 New
NC
3920
NewSquare Capital
Pennsylvania
$203K +$204K +500 New
TCM
3921
Tran Capital Management
California
$203K +$204K +500 New
BIA
3922
Biondo Investment Advisors
Pennsylvania
$202K -$217K -530 -52%
SFI
3923
SPC Financial Inc
Maryland
$202K -$6.54K -16 -3%
BIA
3924
Barry Investment Advisors
Massachusetts
$201K +$202K +495 New
PP
3925
Pingora Partners
Wyoming
$201K

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.