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Berkshire Hathaway Class B
BRK.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: 4,003 → 4,037 (+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: 729 → 671 (-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

Top Buyers

Rank Fund Capital Flow
1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$2.99B
2
Amundi
Amundi
France
+$791M
3
Swedbank
Swedbank
Sweden
+$788M
4
UBS AM
UBS AM
Illinois
+$477M
5
Jane Street
Jane Street
New York
+$332M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$982M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$451M
3
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$220M
4
VanEck Associates
VanEck Associates
New York
-$202M
5
AIG
American International Group
New York
-$194M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$1.77B +$78.9M +193,124 +5%
Amundi
27
Amundi
France
$1.63B +$791M +1,936,866 +93%
HHII
28
H&H International Investment
California
$1.59B -$78.9M -193,100 -5%
Swiss National Bank
29
Swiss National Bank
Switzerland
$1.58B -$18M -44,100 -1%
AllianceBernstein
30
AllianceBernstein
Tennessee
$1.52B +$80.2M +196,340 +6%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$1.48B +$40.4M +98,888 +3%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.29B +$125M +306,585 +11%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$1.29B +$4.59M +11,240 +0.4%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.27B -$25.4M -62,152 -2%
Deutsche Bank
35
Deutsche Bank
Germany
$1.25B +$158M +386,861 +14%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$1.18B -$49.2M -120,432 -4%
Artisan Partners
37
Artisan Partners
Wisconsin
$1.14B +$85.8K +210 +0%
Boston Partners
38
Boston Partners
Massachusetts
$1.11B -$2.87M -7,020 -0.3%
Creative Planning
39
Creative Planning
Kansas
$1.09B +$6.25M +15,298 +0.6%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$1.07B -$94.8M -231,983 -8%
RJA
41
Raymond James & Associates
Florida
$1B +$11M +26,972 +1%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$973M -$14.2M -34,687 -1%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$948M +$32.3M +79,165 +4%
LPL Financial
44
LPL Financial
California
$929M +$65.4M +159,997 +8%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$881M -$8.22M -20,121 -0.9%
HighTower Advisors
46
HighTower Advisors
Illinois
$877M -$6.13M -15,004 -0.7%
Principal Financial Group
47
Principal Financial Group
Iowa
$872M -$24.2M -59,223 -3%
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$856M +$92.2M +225,715 +12%
Capital Research Global Investors
49
Capital Research Global Investors
California
$834M +$37.2M +91,095 +5%
Corient Private Wealth
50
Corient Private Wealth
Florida
$824M +$642K +1,570 +0.1%
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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.