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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
FMTCOCP
4051
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K -$122K -275 -58%
CFS
4052
CGC Financial Services
Oregon
$92.1K
SAM
4053
Sycomore Asset Management
France
$91K
EAM
4054
Eukles Asset Management
Ohio
$89.3K
SVCF
4055
Silicon Valley Community Foundation
California
$88.8K
RCM
4056
Richardson Capital Management
Wisconsin
$87.9K -$6.63K -15 -7%
CJH
4057
Christopher J. Hasenberg
Wisconsin
$87.1K
SHF
4058
Safe Harbor Fiduciary
Florida
$85.1K +$81.8K +185 New
LIA
4059
Luken Investment Analytics
Tennessee
$84.7K
LWA
4060
Lowe Wealth Advisors
Maryland
$83.8K +$27.4K +62 +52%
TIM
4061
Thompson Investment Management
Wisconsin
$78.7K -$22.1K -50 -23%
GCM
4062
Gables Capital Management
Florida
$78.2K -$2.21K -5 -3%
PCM
4063
Penserra Capital Management
California
$75K +$1.33K +3 +2%
CAM
4064
Chesapeake Asset Management
New York
$73.2K +$6.19K +14 +10%
ACM
4065
Anfield Capital Management
California
$69.5K
TCM
4066
Tributary Capital Management
Nebraska
$68.6K
RFG
4067
REAP Financial Group
Texas
$63.1K
HCA
4068
Harbor Capital Advisors
Illinois
$62K +$59.3K +134 New
GWP
4069
Gen-Wealth Partners
Michigan
$57.8K
BWAM
4070
Boyd Watterson Asset Management
Ohio
$57.5K
VWWMG
4071
Vermillion & White Wealth Management Group
Pennsylvania
$57.1K
SHIM
4072
Stone House Investment Management
Pennsylvania
$56.6K
NC
4073
NewSquare Capital
Pennsylvania
$55.2K -$168K -380 -76%
MG
4074
MilWealth Group
Wisconsin
$54.3K
AAG
4075
Accordant Advisory Group
Maryland
$52.9K

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.