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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
DC
476
Defender Capital
North Carolina
$45.7M -$523K -1,182 -1%
AT
477
Avalon Trust
New Mexico
$45.2M -$304K -687 -0.7%
PI
478
PGGM Investments
Netherlands
$44.9M -$1.64M -3,711 -4%
SSWM
479
Smith Salley Wealth Management
North Carolina
$44.7M +$929K +2,101 +2%
MVIP
480
Mar Vista Investment Partners
California
$44.7M -$15.2M -34,329 -26%
WWM
481
Western Wealth Management
Colorado
$44.6M +$1.45M +3,290 +4%
TPCM
482
Templeton & Phillips Capital Management
Tennessee
$44.3M -$2.09M -4,724 -5%
DZ Bank
483
DZ Bank
Germany
$44.2M +$4.55M +10,300 +12%
MGIA
484
Matthew Goff Investment Advisor
Texas
$44.1M -$236K -533 -0.6%
GJCM
485
Grand Jean Capital Management
California
$44M +$31K +70 +0.1%
RWP
486
RWA Wealth Partners
Massachusetts
$43.9M +$429K +970 +1%
LC
487
Lincoln Capital
Nebraska
$43.8M -$390K -883 -0.9%
ACG
488
Allen Capital Group
Nebraska
$43.8M -$151K -341 -0.4%
BCI
489
Brinker Capital Investments
Pennsylvania
$43.6M +$2.03M +4,592 +5%
OPS
490
Orion Portfolio Solutions
Nebraska
$43.6M +$2.03M +4,592 +5%
ABC
491
Associated Banc-Corp
Wisconsin
$43.5M -$69K -156 -0.2%
RIM
492
Rakuten Investment Management
Japan
$43.2M +$10.7M +24,298 +35%
FNT
493
First Nebraska Trust
Nebraska
$42.9M -$881K -1,992 -2%
BF
494
BOK Financial
Oklahoma
$42.7M -$1.24M -2,797 -3%
RFC
495
Regions Financial Corp
Alabama
$42.5M -$654K -1,478 -2%
LWCA
496
Locust Wood Capital Advisers
New York
$42.4M -$6.3M -14,248 -13%
SSB
497
Sandy Spring Bank
Maryland
$42.1M +$3.08M +6,974 +8%
FSCM
498
Front Street Capital Management
Montana
$42.1M -$246K -556 -0.6%
CBUSF
499
Construction & Building Unions Superannuation Fund
Australia
$41.9M
SFS
500
Solitude Financial Services
Virginia
$41.6M +$1.15M +2,606 +3%

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.