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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
TWM
3976
Tolleson Wealth Management
Texas
$220K +$212K +479 New
SF
3977
Slagle Financial
Illinois
$220K -$48.6K -110 -19%
OWM
3978
Orgel Wealth Management
Wisconsin
$220K -$27K -61 -11%
PP
3979
Pingora Partners
Wyoming
$220K -$7.52K -17 -3%
SWMG
3980
Sard Wealth Management Group
Georgia
$220K +$211K +477 New
RL
3981
Rogco LP
Oklahoma
$219K
MA
3982
MSA Advisors
California
$219K +$210K +475 New
TPW
3983
Talon Private Wealth
Florida
$218K +$209K +473 New
IWS
3984
Insight Wealth Strategies
California
$217K +$209K +472 New
DWA
3985
Delta Wealth Advisors
Indiana
$216K +$208K +470 New
AIM
3986
Arcadia Investment Management
Michigan
$215K -$84K -190 -29%
JWM
3987
Jeppson Wealth Management
California
$215K -$31.8K -72 -13%
KAM
3988
Kraft Asset Management
Tennessee
$215K +$207K +468 New
WP
3989
Woodline Partners
California
$214K +$206K +466 New
TDC
3990
Thompson Davis & Co
Virginia
$214K +$206K +465 New
SRA
3991
Secured Retirement Advisors
Minnesota
$214K +$205K +464 New
SCA
3992
Stokes Capital Advisors
South Carolina
$213K +$204K +462 New
DR
3993
Davis Rea
Ontario, Canada
$212K -$17.7K -40 -8%
SW
3994
Schulz Wealth
Texas
$212K +$203K +460 New
PCIG
3995
Partners Capital Investment Group
Massachusetts
$211K -$32.7K -74 -14%
KA
3996
Kooman & Associates
Pennsylvania
$211K +$203K +459 New
AR
3997
Apeiron RIA
Texas
$211K +$203K +458 New
SPI
3998
Santori & Peters Inc
Pennsylvania
$209K -$47.8K -108 -19%
BDFN
3999
Bond & Devick Financial Network
Minnesota
$209K -$48.6K -110 -20%
RFMS
4000
RWQ Financial Management Services
Florida
$207K +$199K +450 New

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.