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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
VWMG
3901
Virginia Wealth Management Group
Virginia
$246K
RA
3902
Rodgers & Associates
Pennsylvania
$246K +$11.5K +26 +5%
ISWM
3903
Independent Solutions Wealth Management
New York
$245K
WF
3904
Williams Financial
Vermont
$245K
SIA
3905
Sit Investment Associates
Minnesota
$245K
SFCL
3906
Strengthening Families & Communities LLC
Massachusetts
$244K -$2.65K -6 -1%
CWAF
3907
Core Wealth Advisors (Florida)
Florida
$244K
TCB
3908
Texas Capital Bancshares
Texas
$244K -$8.84K -20 -4%
WHCFA
3909
William Howard & Co Financial Advisors
Tennessee
$244K
BBWP
3910
Beacon Bridge Wealth Partners
Pennsylvania
$244K +$4.42K +10 +2%
MLA
3911
MB, Levis & Associates
Pennsylvania
$244K +$24.8K +56 +12%
MPWS
3912
McCarter Private Wealth Services
Massachusetts
$243K +$234K +529 New
IFU
3913
iSAM Funds (UK)
United Kingdom
$242K -$1.54M -3,485 -87%
TWA
3914
Trellis Wealth Advisors
California
$242K
TCM
3915
TD Capital Management
Tennessee
$242K +$2.65K +6 +1%
SIAS
3916
Summit Investment Advisory Services
Minnesota
$242K +$233K +526 New
BCM
3917
Beck Capital Management
Texas
$241K +$232K +525 New
LW
3918
Libra Wealth
California
$241K
CTA
3919
Camelot Technology Advisors
California
$241K -$1.77K -4 -0.8%
JF
3920
Joule Financial
Kentucky
$241K
AA
3921
Argent Advisors
Louisiana
$240K -$48.6K -110 -17%
MSCM
3922
McElhenny Sheffield Capital Management
Texas
$240K
UFF
3923
USA Financial Formulas
Michigan
$239K -$27.9K -63 -11%
DA
3924
Dillon & Associates
Michigan
$239K +$230K +520 New
VC
3925
Veery Capital
Delaware
$239K -$442 -1 -0.2%

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.