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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
RRWA
3926
Rainey & Randall Wealth Advisors
Florida
$238K
SCM
3927
Stordahl Capital Management
Colorado
$238K
TLA
3928
Tanglewood Legacy Advisors
Texas
$237K
LIA
3929
LifePlan Investment Advisors
North Carolina
$237K -$19K -43 -8%
VR
3930
Valued Retirements
Texas
$237K
AI
3931
Auour Investments
Massachusetts
$237K
SWAG
3932
Spectrum Wealth Advisory Group
California
$237K -$49.1K -111 -18%
SWM
3933
Seaside Wealth Management
California
$236K
TCM
3934
Towercrest Capital Management
Pennsylvania
$236K
TC
3935
Touchstone Capital
Pennsylvania
$235K -$22.1K -50 -9%
CSIA
3936
Conrad Siegel Investment Advisors
Pennsylvania
$235K
UFA
3937
US Financial Advisors
Massachusetts
$235K -$88.4K -200 -28%
NC
3938
Nixon Capital
Texas
$235K
PRI
3939
Prepared Retirement Institute
Pennsylvania
$234K -$9.29K -21 -4%
RJTCONH
3940
Raymond James Trust Company of New Hampshire
New Hampshire
$232K
CC
3941
Copperleaf Capital
North Carolina
$231K
USWIA
3942
UP Strategic Wealth Investment Advisors
Pennsylvania
$231K +$222K +501 New
CWA
3943
Cascade Wealth Advisors
Washington
$230K
DMC
3944
Drexel Morgan & Co
Pennsylvania
$230K
EG
3945
Ellerson Group
Maryland
$230K
FOFP
3946
Fee-Only Financial Planning
South Carolina
$230K
KB
3947
Kimelman & Baird
New York
$230K
LAI
3948
Legal Advantage Investments
California
$230K
RBCM
3949
Raub Brock Capital Management
California
$230K
RA
3950
RiverTree Advisors
Florida
$230K

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.