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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
VWWMG
4001
Vermillion & White Wealth Management Group
Pennsylvania
$50.4K
SHIM
4002
Stone House Investment Management
Pennsylvania
$50K +$4.09K +10 +9%
LWA
4003
Lowe Wealth Advisors
Maryland
$48.8K
MG
4004
MilWealth Group
Wisconsin
$48K
NOI
4005
Newton One Investments
Delaware
$47.6K
AAG
4006
Accordant Advisory Group
Maryland
$46.8K
MIA
4007
MeadowBrook Investment Advisors
Michigan
$45.2K
PA
4008
Pineridge Advisors
Missouri
$44.7K -$9.4K -23 -17%
NBT
4009
Northwest Bank & Trust
Iowa
$43.1K
KC
4010
Kepos Capital
New York
$41K -$817 -2 -2%
NI
4011
NCP Inc
California
$40.7K -$14.7K -36 -26%
CAM
4012
Capco Asset Management
Florida
$40.7K
WBWA
4013
William B. Walkup & Associates
South Carolina
$40.7K +$40.9K +100 New
BCA
4014
Bray Capital Advisors
Florida
$39.5K
HFS
4015
Horizon Financial Services
North Carolina
$39K
SCA
4016
Stuart Chaussee & Associates
California
$35.4K
BC
4017
Broadwater Capital
Massachusetts
$31.3K
EIM
4018
Essex Investment Management
Massachusetts
$30.9K
VF
4019
VitalStone Financial
Texas
$26.4K +$1.63K +4 +7%
WWM
4020
Wolff Wiese Magana
California
$23.6K +$5.72K +14 +32%
WAG
4021
Wiser Advisor Group
Arizona
$23.6K +$18K +44 +314%
WIA
4022
Wetzel Investment Advisors
Indiana
$22.3K
AS
4023
Altshuler Shaham
Israel
$20.3K -$4.09K -10 -17%
HEIP
4024
Hudson Edge Investment Partners
New Jersey
$20.3K +$20.4K +50 New
CJ
4025
Caitlin John
Michigan
$16.3K +$5.31K +13 +48%

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.