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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
MWM
4051
Meridian Wealth Management
Kentucky
-$29.2M -69,473 Closed
BSC
4052
Brown Shipley & Co
United Kingdom
-$25.2M -60,086 Closed
WCA
4053
Waratah Capital Advisors
Ontario, Canada
-$20M -47,480 Closed
CIM
4054
Courant Investment Management
Tennessee
-$11.3M -26,872 Closed
ZIM
4055
Zacks Investment Management
Illinois
-$9M -21,408 Closed
HDIM
4056
Hanson & Doremus Investment Management
Vermont
-$7.38M -17,547 Closed
SGAM
4057
Smith Group Asset Management
Texas
-$6.9M -16,397 Closed
GBWM
4058
Granite Bay Wealth Management
New Hampshire
-$5.84M -13,894 Closed
PFMOSF
4059
Philadelphia Financial Management of San Francisco
California
-$5.27M -12,540 Closed
ADL
4060
Asset Dedication LLC
California
-$5.27M -12,481 Closed
CAM
4061
Cidel Asset Management
Ontario, Canada
-$4.27M -10,152 Closed
EWM
4062
Executive Wealth Management
Michigan
-$4.08M -9,721 Closed
ARC
4063
Advisor Resource Council
Texas
-$3.29M -9,163 Closed
RFP
4064
Root Financial Partners
California
-$3.66M -8,710 Closed
LAS
4065
Lloyd Advisory Services
Georgia
-$3.54M -8,430 Closed
TCA
4066
Troluce Capital Advisors
Puerto Rico
-$3.53M -8,400 Closed
IPAM
4067
ICICI Prudential Asset Management
India
-$3.21M -7,631 Closed
FFP
4068
FourThought Financial Partners
Florida
-$3.06M -7,271 Closed
CA
4069
CoreCap Advisors
Michigan
-$2.72M -6,459 Closed
IWA
4070
Invera Wealth Advisors
Oregon
-$2.47M -6,187 Closed
CIAS
4071
CFS Investment Advisory Services
New Jersey
-$2.57M -6,119 Closed
AAIS
4072
ABN AMRO Investment Solutions
-$2.43M -5,778 Closed
Q
4073
QVR
California
-$2.2M -5,225 Closed
FMN
4074
Financial Management Network
California
-$1.99M -4,798 Closed
CP
4075
CenterBook Partners
Connecticut
-$1.92M -4,555 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.