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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
BBVA
426
Banco Bilbao Vizcaya Argentaria
Spain
$49.7M -$2.34M -5,734 -4%
MSE
427
MUFG Securities EMEA
United Kingdom
$49.6M +$49.9M +122,000 New
AWM
428
Avior Wealth Management
Nebraska
$49.6M -$293K -716 -0.6%
PCH
429
Polar Capital Holdings
United Kingdom
$49.4M -$200K -489 -0.4%
VFA
430
Valeo Financial Advisors
Indiana
$49.4M +$538K +1,317 +0.4%
TNB
431
Thomasville National Bank
Georgia
$48.9M +$411K +1,006 +0.8%
TCOV
432
Trust Company of Vermont
Vermont
$48.6M +$344K +842 +0.7%
NCM
433
New Capital Management
Texas
$48.6M +$4.23M +10,340 +9%
Axa
434
Axa
France
$48.4M -$23.8M -58,216 -33%
CAM
435
Close Asset Management
United Kingdom
$48.1M +$2.64M +6,467 +6%
SCTC
436
Sanibel Captiva Trust Company
Florida
$48.1M -$1.19M -2,912 -2%
SDWIA
437
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$48M +$134K +327 +0.3%
IMRF
438
Illinois Municipal Retirement Fund
Illinois
$47.9M +$50.7K +124 +0.1%
HWM
439
HB Wealth Management
Georgia
$47.9M +$2.48M +6,062 +5%
BB
440
Busey Bank
Illinois
$47.9M +$931K +2,279 +2%
Jones Financial Companies
441
Jones Financial Companies
Missouri
$47.8M +$15.6M +38,268 +48%
HIMCH
442
Hartford Investment Management Co (HIMCO)
Connecticut
$47.2M -$662K -1,621 -1%
PCIA
443
Prime Capital Investment Advisors
Kansas
$47.1M -$2.58M -6,302 -5%
EMPI
444
Elo Mutual Pension Insurance
Finland
$46.8M -$1.95M -4,784 -4%
CBCM
445
Cook & Bynum Capital Management
Alabama
$46.8M
BAMF
446
BI Asset Management Fondsmaeglerselskab
Denmark
$46.7M +$26M +63,575 +124%
AMAL
447
Asset Management Advisors LLC
Oklahoma
$46.1M +$589K +1,441 +1%
ACM
448
Academy Capital Management
Texas
$46M -$80.1K -196 -0.2%
BGIM
449
Brandywine Global Investment Management
Pennsylvania
$46M -$48.3M -118,268 -51%
CWM
450
Chemistry Wealth Management
New York
$45.9M +$588K +1,440 +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.