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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
AWM
4026
Ameliora Wealth Management
Switzerland
$166K -$88.4K -200 -36%
NMM
4027
Naples Money Management
Florida
$165K -$13.3K -30 -8%
AEPWM
4028
Atlantic Edge Private Wealth Management
Florida
$154K +$3.54K +8 +2%
PCM
4029
Perritt Capital Management
Illinois
$148K
RAM
4030
Ramirez Asset Management
New York
$138K
FIA
4031
FNY Investment Advisers
New York
$138K +$133K +300 New
TCM
4032
TruNorth Capital Management
Michigan
$136K +$66.3K +150 +103%
DCBT
4033
Dakota Community Bank & Trust
North Dakota
$134K
LIS
4034
Legacy Investment Solutions
Idaho
$133K +$126K +284 New
LWMI
4035
Legacy Wealth Management (Idaho)
Idaho
$133K +$126K +284 New
RWM
4036
Ruedi Wealth Management
Illinois
$133K -$14.6K -33 -10%
WFA
4037
West Financial Advisors
Iowa
$132K
FFC
4038
First Financial Corp
Indiana
$131K
SCM
4039
Silvant Capital Management
Georgia
$130K
SC
4040
Sawyer & Company
Massachusetts
$129K
SWP
4041
SIMA Wealth Partners
Virginia
$126K
NG
4042
NWK Group
California
$123K +$119K +268 New
SFO
4043
Standard Family Office
South Dakota
$118K
MCI
4044
MRP Capital Investments
Georgia
$115K +$111K +250 New
DWA
4045
Dougherty Wealth Advisers
Minnesota
$114K -$2.65K -6 -2%
VWA
4046
Valued Wealth Advisors
Utah
$112K +$22.6K +51 +27%
RWPA
4047
Richard W. Paul & Associates
Michigan
$108K -$1.77K -4 -2%
TWD
4048
True Wealth Design
Ohio
$108K +$8.84K +20 +9%
RF
4049
Robinswood Financial
Washington
$97.1K -$82.2K -186 -47%
WCM
4050
Westend Capital Management
California
$96.2K

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.