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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
BFS
526
Baskin Financial Services
Ontario, Canada
$39M +$221K +499 +0.6%
OP
527
Oldfield Partners
United Kingdom
$38.9M -$31M -70,200 -45%
LGF
528
LGT Group Foundation
Liechtenstein
$38.5M +$2.32M +5,247 +7%
ST
529
Spinnaker Trust
Maine
$38.3M -$1.59M -3,600 -4%
GIM
530
Generate Investment Management
New Zealand
$38.3M -$5.25M -11,883 -12%
WBG
531
Wharton Business Group
Pennsylvania
$38.3M +$4.68M +10,593 +15%
MCM
532
Mill Capital Management
North Carolina
$38.1M +$3.59M +8,124 +11%
ADEF
533
Adams Diversified Equity Fund
Maryland
$38M
TYCC
534
Texas Yale Capital Corp
Florida
$37.8M -$38K -86 -0.1%
CLGM
535
Capitolis Liquid Global Markets
New York
$37.4M -$1.99M -4,501 -5%
GLLW
536
Graves Light Lenhart Wealth
Virginia
$37.4M -$5.01M -11,325 -12%
EBSAM
537
Eubel Brady & Suttman Asset Management
Ohio
$37.3M -$2.76M -6,243 -7%
CA
538
Cornerstone Advisors
North Carolina
$37.1M +$5.57M +12,600 +19%
CGF
539
Constant Guidance Financial
Massachusetts
$37.1M -$1.14M -2,579 -3%
RC
540
Reik & Co
New York
$36.9M -$988K -2,235 -3%
IAA
541
Independent Advisor Alliance
North Carolina
$36.9M -$914K -2,066 -3%
BTW
542
Boston Trust Walden
Massachusetts
$36.9M -$636K -1,439 -2%
FCH
543
Freestone Capital Holdings
Washington
$36.9M +$203K +459 +0.6%
SWA
544
Strata Wealth Advisors
Texas
$36.9M -$568K -1,285 -2%
WIC
545
Whitegate Investment Counselors
New Hampshire
$36.5M -$250K -565 -0.7%
WP
546
WealthPLAN Partners
Nebraska
$36.3M -$7.06M -15,958 -17%
CC
547
Cadinha & Co
Hawaii
$36.2M -$43.8K -99 -0.1%
BPCE
548
Bank Pictet & Cie (Europe)
Germany
$36.1M +$544K +1,231 +2%
GAM
549
Gotham Asset Management
New York
$36.1M +$2.56M +5,785 +8%
PP
550
Prospector Partners
Connecticut
$36M

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.