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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
HIC
451
Harvey Investment Company
Kentucky
$45.9M -$874K -2,140 -2%
MLL
452
Moody Lynn & Lieberson
Massachusetts
$45.8M +$512K +1,253 +1%
NFGCM
453
Norman Fields Gottscho Capital Management
New York
$45.7M -$218K -533 -0.5%
AF
454
Allworth Financial
California
$45.6M +$3.02M +7,379 +8%
PA
455
Pinnacle Associates
New York
$45.5M -$395K -967 -0.9%
G
456
GenTrust
Florida
$45.3M +$42.6M +104,348 +1,503%
CAI
457
Capital Advisors Inc
Oklahoma
$45.2M -$18.6M -45,428 -29%
WorldQuant Millennium Advisors
458
WorldQuant Millennium Advisors
New York
$45.1M +$30.1M +73,552 +198%
Envestnet Portfolio Solutions
459
Envestnet Portfolio Solutions
Illinois
$45M +$910K +2,228 +2%
SC
460
SouthState Corp
Florida
$45M +$280K +685 +0.6%
BSW
461
Buckingham Strategic Wealth
Missouri
$44.9M +$125K +307 +0.3%
CIC
462
Chilton Investment Company
Connecticut
$44.7M -$31.8M -77,909 -41%
SYBT
463
Stock Yards Bank & Trust
Kentucky
$44.5M -$1.74M -4,260 -4%
1832 Asset Management
464
1832 Asset Management
Ontario, Canada
$44.5M -$119M -291,683 -73%
GA
465
Gateway Advisory
New Jersey
$44.3M +$790K +1,933 +2%
CANC
466
Culbertson A N & Co
Virginia
$44M +$69.5K +170 +0.2%
GIBU
467
Gulf International Bank (UK)
United Kingdom
$43.9M -$1.63M -3,995 -4%
CIA
468
Citadel Investment Advisory
Ohio
$43.8M -$4.09K -10 -0%
SC
469
Saybrook Capital
North Carolina
$43.6M -$1.04M -2,547 -2%
PIC
470
Portland Investment Counsel
Ontario, Canada
$43.5M +$1.15M +2,821 +3%
KBC Group
471
KBC Group
Belgium
$43.5M +$1.11M +2,712 +3%
SC
472
SRB Corp
Massachusetts
$43.4M -$44.3M -108,470 -50%
MSR
473
Main Street Research
Connecticut
$43.4M +$1.12M +2,746 +3%
LWCA
474
Locust Wood Capital Advisers
New York
$43.3M -$13.9M -33,908 -24%
PTC
475
Philadelphia Trust Company
Pennsylvania
$42.8M +$572K +1,401 +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.