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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
LPP
3926
Life Planning Partners
Florida
$201K +$202K +494 New
OCFG
3927
O'Connor Financial Group
Illinois
$201K +$2.86K +7 +1%
MAWAG
3928
Mid-American Wealth Advisory Group
Missouri
$200K +$201K +492 New
BFS
3929
Burkett Financial Services
South Carolina
$198K -$10.2K -25 -5%
CMBA
3930
C.M. Bidwell & Associates
Hawaii
$198K
FMTCOCP
3931
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$194K
Loomis, Sayles & Company
3932
Loomis, Sayles & Company
Massachusetts
$194K +$3.68K +9 +2%
RL
3933
Rogco LP
Oklahoma
$194K
MLA
3934
MB, Levis & Associates
Pennsylvania
$193K
PCTC
3935
Perkins Coie Trust Company
Washington
$189K
RS
3936
Rakuten Securities
Japan
$189K -$56.8K -139 -23%
DF
3937
Dunhill Financial
United Kingdom
$177K +$1.63K +4 +0.9%
PCWA
3938
Pacific Capital Wealth Advisors
California
$177K +$101K +247 +132%
CB
3939
Chris Bulman
California
$176K +$177K +433 New
SFC
3940
Strategic Financial Concepts
Texas
$175K +$264M +645,050 +28,416%
MB
3941
Mizuho Bank
Japan
$175K +$176K +430 New
UOTTAIMCU
3942
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$170K +$111K +271 +183%
PA
3943
PSI Advisors
Florida
$169K +$40K +98 +31%
HC
3944
Hoese & Co
Minnesota
$166K
MCM
3945
MidAtlantic Capital Management
Virginia
$165K
HWM
3946
HighMark Wealth Management
Minnesota
$162K
RF
3947
Robinswood Financial
Washington
$161K +$99.3K +243 +158%
DF
3948
DecisionPoint Financial
Arizona
$160K -$2.45K -6 -2%
DWS
3949
Dynamic Wealth Strategies
California
$160K +$1.63K +4 +1%
SC
3950
Steph & Co
Wisconsin
$158K

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.