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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
FNT
626
First National Trust
Pennsylvania
$29.4M +$2.11M +4,767 +8%
LMIM
627
Lockheed Martin Investment Management
Maryland
$29.3M +$16.9M +38,232 +150%
ANBT
628
American National Bank & Trust
Texas
$29.3M +$798K +1,805 +3%
TSW
629
Thompson Siegel & Walmsley
Virginia
$29.2M -$1.73M -3,912 -6%
NL
630
NWAM LLC
Washington
$29.1M +$409K +925 +1%
SC
631
Steginsky Capital
New York
$29.1M -$648K -1,465 -2%
GI
632
Gradient Investments
Minnesota
$29.1M +$2.21M +5,005 +9%
ZIG
633
Zuckerman Investment Group
Illinois
$28.9M -$19.5K -44 -0.1%
AWM
634
Apollon Wealth Management
South Carolina
$28.8M -$384K -868 -1%
MRCM
635
M&R Capital Management
New Jersey
$28.8M -$266K -601 -1%
Capital Fund Management (CFM)
636
Capital Fund Management (CFM)
France
$28.8M -$71.9M -162,582 -72%
FWCM
637
Ferguson Wellman Capital Management
Oregon
$28.7M -$220K -498 -0.8%
FI
638
FJ Investments
Utah
$28.7M -$27.5M -62,287 -50%
SPC
639
Sigma Planning Corp
Michigan
$28.7M +$3.47M +7,843 +14%
PCM
640
Poehling Capital Management
Wisconsin
$28.2M -$910K -2,057 -3%
UM
641
UniSuper Management
Australia
$28.2M +$298K +673 +1%
BFO
642
Boston Family Office
Massachusetts
$28.2M -$204K -462 -0.7%
BPAMU
643
BTG Pactual Asset Management US
New York
$28.1M +$10.1M +22,785 +60%
TI
644
Tidal Investments
Wisconsin
$27.8M +$1.12M +2,539 +4%
WANY
645
Wealthspire Advisors (New York)
New York
$27.8M +$3.74M +8,463 +16%
BRWA
646
B. Riley Wealth Advisors
Florida
$27.5M -$4.61M -10,427 -15%
Jacobs Levy Equity Management
647
Jacobs Levy Equity Management
New Jersey
$27.5M +$5.94M +13,426 +29%
CA
648
Callahan Advisors
Texas
$27.5M -$715K -1,616 -3%
CAM
649
Carret Asset Management
New York
$27.5M +$305K +690 +1%
HC
650
Hendley & Co
Ohio
$27.4M -$384K -868 -1%

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.