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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
IIM
4101
Ironwood Investment Management
Massachusetts
-$507K -1,205 Closed
CSIA
4102
Charles Schwab Investment Advisory
California
-$482K -1,146 Closed
MWM
4103
Mission Wealth Management
California
-$467K -1,111 Closed
RF
4104
RHS Financial
California
-$424K -1,008 Closed
IPW
4105
Impact Partnership Wealth
Georgia
-$423K -1,005 Closed
DWM
4106
Darwin Wealth Management
Florida
-$420K -998 Closed
AT
4107
Arden Trust
Delaware
-$411K -977 Closed
SRL
4108
Scientech Research LLC
New Jersey
-$359K -854 Closed
GCM
4109
Genus Capital Management
British Columbia, Canada
-$345K -845 Closed
FWM
4110
FFT Wealth Management
Pennsylvania
-$322K -766 Closed
PMIA
4111
Patrick Mauro Investment Advisor
Illinois
-$320K -762 Closed
GWM
4112
Grand Wealth Management
Michigan
-$297K -707 Closed
SCM
4113
Semanteon Capital Management
Massachusetts
-$277K -658 Closed
SFC
4114
Swisher Financial Concepts
Ohio
-$259K -636 Closed
BCM
4115
BlueCrest Capital Management
Jersey
-$258K -614 Closed
CCIA
4116
Campbell & Co Investment Adviser
Maryland
-$258K -614 Closed
SIAS
4117
Summit Investment Advisory Services
Minnesota
-$258K -613 Closed
TBC
4118
Ted Buchan & Co
California
-$248K -590 Closed
RW
4119
Rockport Wealth
Ohio
-$245K -582 Closed
VWM
4120
VCI Wealth Management
Missouri
-$239K -569 Closed
SBF
4121
Sara-Bay Financial
Florida
-$225K -535 Closed
CFO
4122
Colony Family Offices
North Carolina
-$225K -534 Closed
NFA
4123
Northern Financial Advisors
Michigan
-$220K -524 Closed
IPW
4124
Invictus Private Wealth
Colorado
-$214K -510 Closed
PSC
4125
Portman Square Capital
United Kingdom
-$210K -500 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.