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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
MJRIC
401
Mogy Joel R Investment Counsel
California
$55.9M +$181K +444 +0.3%
BMO
402
Beck Mack & Oliver
New York
$55.8M -$13.9M -34,069 -20%
FPP
403
Findlay Park Partners
United Kingdom
$55.6M -$409K -1,000 -0.7%
KRS
404
Kentucky Retirement Systems
Kentucky
$55.5M -$716K -1,752 -1%
Lazard Asset Management
405
Lazard Asset Management
New York
$55.2M -$1.64M -4,020 -3%
BAM
406
Burgundy Asset Management
Ontario, Canada
$54.9M -$566K -1,385 -1%
NPF
407
Norris Perne & French
Michigan
$54.8M -$586K -1,434 -1%
AC
408
Avenir Corporation
Virginia
$54.2M -$5.52M -13,499 -9%
HWA
409
Heritage Wealth Advisors
Virginia
$53.5M +$1.3M +3,180 +2%
MVIP
410
Mar Vista Investment Partners
California
$53.4M -$6.9M -16,880 -11%
GIA
411
Guyasuta Investment Advisors
Pennsylvania
$52.6M -$659K -1,612 -1%
WF
412
Welch & Forbes
Massachusetts
$52.4M -$418K -1,024 -0.8%
HP
413
Hosking Partners
United Kingdom
$51.8M -$7.72M -18,901 -13%
Federated Hermes
414
Federated Hermes
Pennsylvania
$51.6M -$5.82M -14,240 -10%
ECM
415
Elgethun Capital Management
South Dakota
$51.5M +$1.55M +3,783 +3%
GCM
416
GoodHaven Capital Management
New Jersey
$51.3M +$5.11M +12,505 +11%
LI
417
Lafayette Investments
Maryland
$51M -$1.05M -2,563 -2%
WM
418
WS Management
Florida
$50.8M -$1.31M -3,200 -2%
FI
419
FJ Investments
Utah
$50.7M
SFM
420
Stack Financial Management
Montana
$50.7M -$277K -679 -0.5%
SDIC
421
South Dakota Investment Council
South Dakota
$50.5M -$3.24M -7,939 -6%
FT
422
Fiduciary Trust
Massachusetts
$50.3M -$549K -1,344 -1%
AIS
423
AM Investment Strategies
Tennessee
$50M +$1.07M +2,624 +2%
CA
424
Clearstead Advisors
Ohio
$50M +$26.9M +65,897 +115%
DJSG
425
D.J. St. Germain
Massachusetts
$49.9M -$718K -1,758 -1%

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.