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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
RCM
4026
Ravenstone Capital Management
$15.5K
PS
4027
PayPay Securities
Japan
$12.2K -$817 -2 -6%
SC
4028
Solstein Capital
California
$12.2K
CAM
4029
ClariVest Asset Management
California
$11K -$6.54K -16 -37%
BCM
4030
Birch Capital Management
Texas
$10.2K
NAAA
4031
New Age Alpha Advisors
New York
$9.36K +$9.4K +23 New
FHC
4032
First Heartland Consultants
Missouri
$5.15K -$215K -525 -4%
DWM
4033
Dogwood Wealth Management
Kansas
$4.15K
APM
4034
a16z Perennial Management
California
$4.07K
LFASL
4035
Lugano Financial Advisors SA (LFA)
Switzerland
$4.07K
WA
4036
WestEnd Advisors
North Carolina
$4.07K +$1.23K +3 +43%
TJHA
4037
Thomas J. Herzfeld Advisors
Florida
$2.44K +$2.45K +6 New
BHWM
4038
Bay Harbor Wealth Management
Maryland
$1.22K
DI
4039
DRH Investments
California
$1.22K
GAA
4040
Global Assets Advisory
Florida
-$11.1M -4,656,236 Closed
AIG
4041
American International Group
New York
-$194M -460,830 Closed
A
4042
AustralianSuper
Australia
-$187M -445,296 Closed
TPSF
4043
Texas Permanent School Fund
Texas
-$158M -376,126 Closed
MIP
4044
Mondrian Investment Partners
United Kingdom
-$101M -240,640 Closed
EWA
4045
EP Wealth Advisors
California
-$90.1M -214,349 Closed
QPBE
4046
Quintet Private Bank (Europe)
Luxembourg
-$98.8M -203,677 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4047
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$71.9M -171,000 Closed
EOJOAM
4048
E. Ohman J:or Asset Management
Sweden
-$48.1M -114,456 Closed
LNC
4049
Lincoln National Corp
Pennsylvania
-$39.7M -94,330 Closed
MLICM
4050
Metropolitan Life Insurance Company (MetLife)
New York
-$30.9M -73,384 Closed

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.