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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
SLG
3951
Stanley-Laman Group
Pennsylvania
$230K
TCM
3952
Tran Capital Management
California
$230K
TIAAOA
3953
Teachers Insurance & Annuity Association of America
New York
$230K +$221K +500 New
QCIG
3954
Quad-Cities Investment Group
Iowa
$230K -$1.77K -4 -0.8%
OCFG
3955
O'Connor Financial Group
Illinois
$230K +$2.65K +6 +1%
BIA
3956
Biondo Investment Advisors
Pennsylvania
$228K
BIA
3957
Barry Investment Advisors
Massachusetts
$228K
PI
3958
Parkside Investments
Illinois
$228K +$219K +495 New
WG
3959
Winton Group
United Kingdom
$226K +$218K +492 New
BBL
3960
Beck Bode LLC
Massachusetts
$226K +$217K +491 New
SHFA
3961
SS&H Financial Advisors
Michigan
$225K +$216K +488 New
SFI
3962
SPC Financial Inc
Maryland
$225K -$3.54K -8 -2%
BFS
3963
Burkett Financial Services
South Carolina
$224K
CMBA
3964
C.M. Bidwell & Associates
Hawaii
$224K
AWM
3965
Alterna Wealth Management
Texas
$223K -$228K -515 -52%
FP
3966
Fiduciary Planning
Florida
$223K +$214K +485 New
HIA
3967
Harvest Investment Advisors
Florida
$223K +$214K +485 New
PFS
3968
Prospect Financial Services
New York
$223K +$214K +485 New
TDWM
3969
Topel & Distasi Wealth Management
California
$223K +$214K +485 New
Loomis, Sayles & Company
3970
Loomis, Sayles & Company
Massachusetts
$223K +$3.1K +7 +1%
ELM
3971
Elite Life Management
Florida
$222K +$214K +483 New
CP
3972
Castleview Partners
Texas
$222K -$19K -43 -8%
EMAM
3973
Encompass More Asset Management
California
$221K -$10.6K -24 -5%
LSC
3974
Lesa Sroufe & Co
Washington
$221K +$212K +480 New
LPP
3975
Life Planning Partners
Florida
$220K -$6.63K -15 -3%

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.