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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
GU
676
Georgetown University
District of Columbia
$26.3M
BFA
677
Beaumont Financial Advisors
Massachusetts
$26.3M -$350K -792 -1%
WF
678
WoodTrust Financial
Wisconsin
$26.3M +$645K +1,458 +3%
NAS
679
Nicolet Advisory Services
Wisconsin
$26.2M +$453K +1,025 +2%
BPWM
680
Black Point Wealth Management
Florida
$26.2M +$442 +1 +0%
GC
681
Guggenheim Capital
Illinois
$25.9M -$7.36M -16,635 -23%
SRC
682
Shufro Rose & Co
New York
$25.9M
UI
683
Unconventional Investor
New Hampshire
$25.7M -$255K -576 -1%
DT
684
Diversified Trust
Tennessee
$25.7M +$427K +966 +2%
FG
685
Fiduciary Group
Georgia
$25.5M -$186K -421 -0.8%
IAS
686
Insigneo Advisory Services
Florida
$25.4M +$784K +1,773 +3%
Man Group
687
Man Group
United Kingdom
$25.4M -$6.06M -13,694 -20%
EP
688
Elkhorn Partners
Nebraska
$25.4M -$252K -570 -1%
ECM
689
Element Capital Management
New York
$25.3M +$24.3M +55,000 New
HPCM
690
Hunter Perkins Capital Management
Illinois
$25.2M -$263K -595 -1%
NCM
691
Novare Capital Management
North Carolina
$25.2M -$66.8K -151 -0.3%
SAM
692
Shell Asset Management
Netherlands
$25.2M +$24.2M +54,657 New
ACA
693
Anchor Capital Advisors
Massachusetts
$25.1M +$6.33M +14,322 +36%
CC
694
Chicago Capital
Illinois
$25.1M +$51.3K +116 +0.2%
PGIM
695
Pacific Global Investment Management
California
$25.1M -$172K -389 -0.7%
AIM
696
Avity Investment Management
Connecticut
$25.1M -$629K -1,423 -3%
KRSITF
697
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$25M -$1.84M -4,158 -7%
AAB
698
ABN AMRO Bank
Netherlands
$24.9M +$7.05M +15,953 +41%
JWCA
699
J.W. Cole Advisors
Florida
$24.9M +$688K +1,556 +3%
RCM
700
RMR Capital Management
California
$24.9M

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.