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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
GT
376
Greenleaf Trust
Michigan
$64.8M +$1.27M +2,873 +2%
AZ
377
Aquamarine Zurich
Switzerland
$64.7M
SBH
378
Segall Bryant & Hamill
Illinois
$64.5M +$48.6M +109,988 +364%
NIM
379
Northeast Investment Management
Massachusetts
$64.4M -$289K -654 -0.5%
LAM
380
Lountzis Asset Management
Pennsylvania
$64.1M -$108K -244 -0.2%
Citadel Advisors
381
Citadel Advisors
Florida
$63.8M -$109M -245,517 -64%
TRSOTSOK
382
Teachers Retirement System of the State of Kentucky
Kentucky
$63.7M -$3.32M -7,516 -5%
PCM
383
Parsons Capital Management
Rhode Island
$63.3M -$355K -802 -0.6%
MJRIC
384
Mogy Joel R Investment Counsel
California
$62.9M -$340K -770 -0.6%
SCP
385
Seizert Capital Partners
Michigan
$62.6M -$10.9M -24,645 -15%
CCB
386
Cutter & Co Brokerage
Missouri
$62.2M -$1.09M -2,467 -2%
FFA
387
First Foundation Advisors
California
$61.9M -$3.48M -7,874 -6%
NPF
388
Norris Perne & French
Michigan
$61.5M -$463K -1,046 -0.8%
CIC
389
Chilton Investment Company
Connecticut
$60.9M +$9.86M +22,303 +20%
BAM
390
Burgundy Asset Management
Ontario, Canada
$60.6M -$1.49M -3,378 -3%
HP
391
Hosking Partners
United Kingdom
$60.5M +$1.8M +4,075 +3%
Skandinaviska Enskilda Banken (SEB)
392
Skandinaviska Enskilda Banken (SEB)
Sweden
$60.4M -$10M -22,648 -15%
SSM
393
Sound Shore Management
Connecticut
$60.3M -$32.4M -73,273 -36%
CA
394
Clearstead Advisors
Ohio
$60.2M +$3.48M +7,870 +6%
AM
395
AGF Management
Ontario, Canada
$59.9M -$9.09M -20,564 -14%
CAI
396
Capital Advisors Inc
Oklahoma
$59.8M +$8.34M +18,869 +17%
HWA
397
Heritage Wealth Advisors
Virginia
$59.8M -$700K -1,584 -1%
HWM
398
HB Wealth Management
Georgia
$59.7M +$5.36M +12,127 +10%
WF
399
Welch & Forbes
Massachusetts
$59.4M +$421K +951 +0.7%
Axa
400
Axa
France
$59.1M +$4.19M +9,467 +8%

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.