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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
CIA
701
Concurrent Investment Advisors
Florida
$24.8M -$123K -279 -0.5%
PAS
702
Park Avenue Securities
New York
$24.7M -$474K -1,071 -2%
CI Investments Inc
703
CI Investments Inc
Ontario, Canada
$24.7M -$303K -686 -1%
KOCAA
704
Knights of Columbus Asset Advisors
Connecticut
$24.6M -$202K -456 -0.8%
KSWA
705
Kathleen S. Wright Associates
Pennsylvania
$24.5M -$257K -582 -1%
P3I
706
Progeny 3 Inc
Washington
$24.5M
CCM
707
Coldstream Capital Management
Washington
$24.5M +$3.09M +6,985 +15%
HIA
708
Harbor Investment Advisory
Maryland
$24.5M -$4.86K -11 -0%
SAM
709
Satovsky Asset Management
New York
$24.5M +$12.8K +29 +0.1%
WIM
710
WealthPlan Investment Management
Nebraska
$24.4M +$7.2M +16,287 +44%
GIA
711
GHP Investment Advisors
Colorado
$24.4M -$105K -238 -0.4%
GP
712
Greenline Partners
New York
$24.4M -$510K -1,154 -2%
PTB
713
Pioneer Trust Bank
Oregon
$24.4M -$318K -720 -1%
BFG
714
Bleakley Financial Group
New Jersey
$24.3M +$120K +271 +0.5%
TC
715
Truvestments Capital
Florida
$24.3M +$16.7M +37,858 +253%
VA
716
Valmark Advisers
Ohio
$24.2M +$756K +1,710 +3%
BWFA
717
Baltimore-Washington Financial Advisors
Maryland
$24M +$1.42M +3,221 +7%
WS
718
Wedbush Securities
California
$23.9M -$1.97M -4,466 -8%
HC
719
Henshaw Capital
Massachusetts
$23.8M
SF
720
Synovus Financial
Georgia
$23.6M +$1.69M +3,817 +8%
ASN
721
Advisory Services Network
Georgia
$23.6M
CTI
722
Community Trust & Investment
Kentucky
$23.5M +$385K +871 +2%
GG
723
Greenwood Gearhart
Arkansas
$23.4M -$3.68M -8,319 -14%
PCA
724
Pallas Capital Advisors
Massachusetts
$23.4M -$587K -1,328 -3%
RSVP
725
Ramsay Stattman Vela & Price
Colorado
$23.4M -$390K -883 -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.