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Berkshire Hathaway Class B

4,112 hedge funds and large institutions have $396B invested in Berkshire Hathaway Class B in 2024 Q3 according to their latest regulatory filings, with 205 funds opening new positions, 1,637 increasing their positions, 1,618 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 84

70% more call options, than puts

Call options by funds: $10.5B | Put options by funds: $6.2B

13% more capital invested

Capital invested by funds: $349B → $396B (+$46.8B)

6% more funds holding in top 10

Funds holding in top 10: 671708 (+37)

2% more funds holding

Funds holding: 4,0374,112 (+75)

1% more repeat investments, than reductions

Existing positions increased: 1,637 | Existing positions reduced: 1,618

0.92% more ownership

Funds ownership: 65.59%66.51% (+0.92%)

Holders
4,112
Holders Change
+75
Holders Change %
+1.86%
% of All Funds
58.99%
Holding in Top 10
708
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+5.51%
% of All Funds
10.16%
New
205
Increased
1,637
Reduced
1,618
Closed
84
Calls
$10.5B
Puts
$6.2B
Net Calls
+$4.34B
Net Calls Change
+$574M
Name Holding Trade Value Shares
Change
Change in
Stake
PIC
451
Portland Investment Counsel
Ontario, Canada
$49.2M
SC
452
SRB Corp
Massachusetts
$49.2M
MG
453
Marex Group
$49.1M +$46.4M +104,960 +6,274%
MSRPS
454
Maryland State Retirement & Pension System
Maryland
$48.5M -$16.5M -37,415 -26%
AF
455
Allworth Financial
California
$48.4M +$82.7K +187 +0.2%
WTC
456
WhitTier Trust Company
Nevada
$48.3M +$478K +1,082 +1%
SYBT
457
Stock Yards Bank & Trust
Kentucky
$48.2M -$2.04M -4,623 -4%
CL
458
Choreo LLC
Illinois
$48.2M +$1.69M +3,831 +4%
GIBU
459
Gulf International Bank (UK)
United Kingdom
$48.1M -$1.5M -3,389 -3%
Lazard Asset Management
460
Lazard Asset Management
New York
$47.8M -$14M -31,695 -23%
ICP
461
Ironvine Capital Partners
Nebraska
$47.7M +$98.2K +222 +0.2%
SC
462
Saybrook Capital
North Carolina
$47.5M -$1.74M -3,935 -4%
LSERS
463
Louisiana State Employees Retirement System
Louisiana
$47.5M +$310K +700 +0.7%
MWM
464
Modera Wealth Management
New Jersey
$47.3M +$1.26M +2,845 +3%
GD
465
Grandfield & Dodd
New York
$47.1M -$203K -459 -0.4%
SWA
466
SFMG Wealth Advisors
Texas
$47.1M -$363K -822 -0.8%
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$47M +$109K +246 +0.2%
SG Americas Securities
468
SG Americas Securities
New York
$46.9M -$43.1M -97,513 -49%
SAM
469
Securian Asset Management
Minnesota
$46.6M -$1.23M -2,775 -3%
AA
470
Ancora Advisors
Ohio
$46.5M -$376K -851 -0.8%
EWA
471
Exencial Wealth Advisors
Oklahoma
$46.1M -$700K -1,584 -2%
C
472
Consulta
United Kingdom
$46M +$44.2M +100,000 New
CA
473
CapWealth Advisors
Tennessee
$46M -$816K -1,845 -2%
FRM
474
Foundation Resource Management
Arkansas
$46M -$174K -394 -0.4%
CIG
475
Cullen Investment Group
Louisiana
$45.9M -$380K -859 -0.9%

BRK.B Hedge Fund Activity: Q3 2024 in Review

4,112 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2024, worth a combined $396B — up 13% from $349B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new BRK.B positions and 84 closed out — a net gain of 121 holders — while 1,637 added to existing stakes and 1,618 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.74B. The largest seller was Norges Bank, cutting an estimated $1.29B.

  • 4,112 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2024, up from 4,037 in Q2 2024.
  • Funds reported $396B of Berkshire Hathaway Class B stock for Q3 2024, up 13% quarter-over-quarter.
  • 205 funds opened new Berkshire Hathaway Class B positions in Q3 2024 and 84 closed out, a net change of +121 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2024 was International Assets Investment Management, an estimated $3.74B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2024 was Norges Bank, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2024.