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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
AWP
4001
Avid Wealth Partners
Texas
$207K +$199K +449 New
TFA
4002
TPG Financial Advisors
Oregon
$207K +$199K +449 New
AWM
4003
Allen Wealth Management
North Carolina
$205K +$197K +446 New
MHB
4004
Midwest Heritage Bank
Iowa
$205K +$197K +446 New
VI
4005
VanderPol Investments
Michigan
$203K +$195K +441 New
MAWAG
4006
Mid-American Wealth Advisory Group
Missouri
$202K -$23.9K -54 -11%
EC
4007
EntryPoint Capital
New York
$202K +$83.1K +188 +75%
SC
4008
Shearwater Capital
Colorado
$202K +$194K +438 New
MAG
4009
Members Advisory Group
New York
$201K +$193K +436 New
SC
4010
Steph & Co
Wisconsin
$200K +$19.9K +45 +12%
MB
4011
Mizuho Bank
Japan
$198K
HWM
4012
HighMark Wealth Management
Minnesota
$193K +$9.29K +21 +5%
UOTTAIMCU
4013
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$193K
PA
4014
PSI Advisors
Florida
$191K
MCM
4015
MidAtlantic Capital Management
Virginia
$187K
HC
4016
Hoese & Co
Minnesota
$184K
DF
4017
Dunhill Financial
United Kingdom
$181K -$19K -43 -10%
DWS
4018
Dynamic Wealth Strategies
California
$180K -$1.77K -4 -1%
GCS
4019
Gordian Capital (Singapore)
Singapore
$179K
CCMW
4020
Cypress Capital Management (Wyoming)
Wyoming
$176K
RTL
4021
Red Tortoise LLC
Georgia
$173K
PIS
4022
POM Investment Strategies
North Carolina
$172K +$6.63K +15 +4%
DF
4023
DecisionPoint Financial
Arizona
$168K
MIM
4024
Macroview Investment Management
Maryland
$167K
GWMI
4025
Guardian Wealth Management (Illinois)
Illinois
$166K -$442 -1 -0.3%

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.