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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
RWPA
3976
Richard W. Paul & Associates
Michigan
$97.2K -$2.45K -6 -2%
TIM
3977
Thompson Investment Management
Wisconsin
$89.9K -$19.6K -48 -18%
TWD
3978
True Wealth Design
Ohio
$87.1K
WCM
3979
Westend Capital Management
California
$84.7K +$6.95K +17 +9%
RCM
3980
Richardson Capital Management
Wisconsin
$83.8K -$2.86K -7 -3%
SAM
3981
Sycomore Asset Management
France
$82K
APGC
3982
A.P. Gilfoyle & Co
New York
$81.4K
CFS
3983
CGC Financial Services
Oregon
$81.4K
EAM
3984
Eukles Asset Management
Ohio
$78.9K +$9.81K +24 +14%
EL
3985
EMFO LLC
Florida
$78.5K
SVCF
3986
Silicon Valley Community Foundation
California
$78.5K -$197K -482 -71%
CJH
3987
Christopher J. Hasenberg
Wisconsin
$78.1K
VWA
3988
Valued Wealth Advisors
Utah
$78.1K +$11K +27 +16%
LIA
3989
Luken Investment Analytics
Tennessee
$74.9K +$34.3K +84 +84%
GCM
3990
Gables Capital Management
Florida
$71.2K
PCM
3991
Penserra Capital Management
California
$66K +$1.23K +3 +2%
CPG
3992
Custom Portfolio Group
Colorado
$65.1K
ACM
3993
Anfield Capital Management
California
$61.5K +$31.9K +78 +107%
TCM
3994
Tributary Capital Management
Nebraska
$60.6K
CC
3995
Cypress Capital
Tennessee
$59.8K +$60.1K +147 New
CAM
3996
Chesapeake Asset Management
New York
$59K
TCM
3997
TruNorth Capital Management
Michigan
$59K
RFG
3998
REAP Financial Group
Texas
$55.7K
GWP
3999
Gen-Wealth Partners
Michigan
$51.7K
BWAM
4000
Boyd Watterson Asset Management
Ohio
$50.9K

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.