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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
SI
551
Sprott Inc
Ontario, Canada
$35.8M -$2.36M -5,327 -6%
SWP
552
Stratos Wealth Partners
Ohio
$35.7M +$5.46M +12,343 +19%
OAC
553
OMERS Administration Corp
Ontario, Canada
$35.6M -$221K -500 -0.6%
RDWM
554
Red Door Wealth Management
Tennessee
$35.6M +$595K +1,346 +2%
BSA
555
Braun Stacey Associates
New York
$35.5M +$915K +2,070 +3%
PA
556
Parallel Advisors
California
$35.5M +$463K +1,046 +1%
DWM
557
Destination Wealth Management
California
$35.4M +$187K +424 +0.6%
MFG
558
Merit Financial Group
Georgia
$35.4M -$99K -224 -0.3%
WIM
559
Waverton Investment Management
United Kingdom
$35.4M -$2.17M -4,903 -6%
NIM
560
NEOS Investment Management
Connecticut
$35.3M +$6.82M +15,428 +25%
WPIC
561
White Pine Investment Company
Michigan
$35M -$411K -930 -1%
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$35M +$710K +1,606 +2%
SIM
563
Sprucegrove Investment Management
Ontario, Canada
$34.9M -$175K -395 -0.5%
AMCA
564
Arthur M. Cohen & Associates
Illinois
$34.9M -$97.3K -220 -0.3%
TC
565
TownSquare Capital
Utah
$34.7M +$4.27M +9,647 +15%
MGP
566
Metis Global Partners
California
$34.6M +$784K +1,773 +2%
DOA
567
D'Orazio & Associates
Virginia
$34.6M -$218K -492 -0.7%
YIA
568
YHB Investment Advisors
Connecticut
$34.6M -$394K -890 -1%
PWC
569
PYA Waltman Capital
Tennessee
$34.5M +$574K +1,297 +2%
CGH
570
Crossmark Global Holdings
Texas
$34.5M -$441K -997 -1%
BP
571
BNP Paribas
France
$34.5M +$1.55M +3,501 +5%
RT
572
Rockland Trust
Massachusetts
$34.5M -$1.49M -3,361 -4%
EFA
573
Evernest Financial Advisors
Indiana
$34.5M +$31.3M +70,757 +1,684%
LKIM
574
Lawson Kroeker Investment Management
Nebraska
$34.4M -$384K -868 -1%
HCM
575
Hutchinson Capital Management
California
$34.3M -$517K -1,170 -2%

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.