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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
Voloridge Investment Management
4076
Voloridge Investment Management
Florida
-$1.79M -4,262 Closed
CT
4077
ClearAlpha Technologies
Connecticut
-$1.71M -4,071 Closed
PPP
4078
Private Portfolio Partners
New Jersey
-$1.69M -4,012 Closed
WWM
4079
Whalen Wealth Management
Nevada
-$1.65M -3,923 Closed
WAOI
4080
Wealth Advisors of Iowa
Iowa
-$1.59M -3,792 Closed
PFT
4081
Providence First Trust
Arizona
-$1.37M -3,250 Closed
RL
4082
Retireful LLC
Michigan
-$1.3M -3,086 Closed
FMI
4083
F/M Investments
District of Columbia
-$1.22M -2,994 Closed
WG
4084
Winton Group
United Kingdom
-$1.22M -2,900 Closed
FA
4085
FDx Advisors
Illinois
-$1.22M -2,893 Closed
Two Sigma Advisers
4086
Two Sigma Advisers
New York
-$1.18M -2,800 Closed
CC
4087
Corton Capital
Ontario, Canada
-$1.02M -2,430 Closed
EWM
4088
Elite Wealth Management
Washington
-$995K -2,365 Closed
ACM
4089
Ategra Capital Management
Virginia
-$971K -2,310 Closed
OWM
4090
OneAscent Wealth Management
Alabama
-$906K -2,155 Closed
MM
4091
MQS Management
New York
-$898K -2,136 Closed
BWM
4092
BKM Wealth Management
Wisconsin
-$878K -2,089 Closed
BWS
4093
Buck Wealth Strategies
Colorado
-$875K -2,080 Closed
AGA
4094
Accuvest Global Advisors
Utah
-$857K -2,037 Closed
LFA
4095
LGT Financial Advisors
Texas
-$676K -1,608 Closed
MCWA
4096
Meadow Creek Wealth Advisors
Georgia
-$675K -1,605 Closed
BCM
4097
Bayesian Capital Management
New York
-$631K -1,500 Closed
BMM
4098
Berkshire Money Management
Massachusetts
-$619K -1,472 Closed
CAM
4099
Crestone Asset Management
Colorado
-$579K -1,378 Closed
EC
4100
EdgeRock Capital
Colorado
-$568K -1,350 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.