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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
Bank Julius Baer & Co
476
Bank Julius Baer & Co
Switzerland
$42.4M -$3.72M -9,095 -9%
SAM
477
Securian Asset Management
Minnesota
$42.3M -$1.25M -3,066 -3%
WTC
478
WhitTier Trust Company
Nevada
$42.2M +$389K +953 +0.9%
ICP
479
Ironvine Capital Partners
Nebraska
$42.1M -$1.56M -3,830 -4%
WI
480
Wintrust Investments
Illinois
$42M -$236K -577 -0.6%
SWA
481
SFMG Wealth Advisors
Texas
$41.9M +$501K +1,226 +1%
GD
482
Grandfield & Dodd
New York
$41.8M -$241K -589 -0.6%
MAM
483
Magellan Asset Management
Australia
$41.7M
LSERS
484
Louisiana State Employees Retirement System
Louisiana
$41.7M -$1.43M -3,500 -3%
AA
485
Ancora Advisors
Ohio
$41.5M -$231K -566 -0.6%
EWA
486
Exencial Wealth Advisors
Oklahoma
$41.4M -$2.68M -6,557 -6%
CA
487
CapWealth Advisors
Tennessee
$41.4M -$6.52M -15,967 -14%
FMII
488
Farmers & Merchants Investments Inc
Nebraska
$41.4M +$1.13M +2,756 +3%
PI
489
PGGM Investments
Netherlands
$41.2M -$7.23M -17,691 -15%
CL
490
Choreo LLC
Illinois
$41.1M +$16M +39,211 +63%
TPCM
491
Templeton & Phillips Capital Management
Tennessee
$41.1M +$1.63K +4 +0%
CIG
492
Cullen Investment Group
Louisiana
$40.9M -$1.35M -3,311 -3%
DC
493
Defender Capital
North Carolina
$40.9M +$677K +1,656 +2%
FRM
494
Foundation Resource Management
Arkansas
$40.8M -$403K -986 -1%
MWM
495
Modera Wealth Management
New Jersey
$40.6M -$809K -1,981 -2%
BMSSC
496
B. Metzler seel. Sohn & Co
Germany
$40.3M -$176K -431 -0.4%
AT
497
Avalon Trust
New Mexico
$40.2M -$8.17K -20 -0%
BF
498
BOK Financial
Oklahoma
$39.5M +$2.74M +6,694 +7%
MGIA
499
Matthew Goff Investment Advisor
Texas
$39.2M -$70.3K -172 -0.2%
LC
500
Lincoln Capital
Nebraska
$39.1M -$407K -996 -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.