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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
WCMN
676
Westchester Capital Management (Nebraska)
Nebraska
$24M -$117K -286 -0.5%
FNT
677
First National Trust
Pennsylvania
$24M +$10.2K +25 +0%
CAM
678
Carret Asset Management
New York
$24M -$41.7K -102 -0.2%
Wolverine Trading
679
Wolverine Trading
Illinois
$24M -$16.7M -40,954 -41%
RGC
680
Roberts, Glore & Co
Illinois
$24M -$172K -422 -0.7%
FTDI
681
First Trust Direct Indexing
Massachusetts
$24M +$3.36M +8,213 +16%
FTIS
682
First Trust Investment Solutions
Florida
$23.9M +$366K +896 +2%
CSPIA
683
Cary Street Partners Investment Advisory
Virginia
$23.9M +$1.24M +3,042 +5%
KRSITF
684
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$23.8M -$675K -1,651 -3%
GI
685
Gradient Investments
Minnesota
$23.7M +$2.35M +5,763 +11%
ASN
686
Advisory Services Network
Georgia
$23.6M +$2.23M +5,465 +10%
BFA
687
Beaumont Financial Advisors
Massachusetts
$23.6M +$203K +497 +0.9%
TI
688
Tidal Investments
Wisconsin
$23.6M +$5.97M +14,608 +34%
NAS
689
Nicolet Advisory Services
Wisconsin
$23.5M +$275K +674 +1%
NMIMC
690
Northwestern Mutual Investment Management Company
Wisconsin
$23.4M -$49.4K -121 -0.2%
CG
691
Caprock Group
Idaho
$23.4M +$9.44M +23,100 +67%
BFIM
692
Beese Fulmer Investment Management
Ohio
$23.4M +$140K +342 +0.6%
AAS
693
Ameritas Advisory Services
Nebraska
$23.4M +$686K +1,679 +3%
GU
694
Georgetown University
District of Columbia
$23.3M
CHAM
695
Clear Harbor Asset Management
Connecticut
$23.2M -$62.9K -154 -0.3%
PCA
696
Pallas Capital Advisors
Massachusetts
$23.2M +$795K +1,946 +4%
BPWM
697
Black Point Wealth Management
Florida
$23.1M +$23.2M +56,820 New
UI
698
Unconventional Investor
New Hampshire
$23M -$291K -712 -1%
WS
699
Wedbush Securities
California
$22.9M -$221K -540 -0.9%
A
700
Allianz
Germany
$22.8M +$68.6K +168 +0.3%

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.