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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
P3I
726
Progeny 3 Inc
Washington
$21.7M
SAM
727
Satovsky Asset Management
New York
$21.6M -$158K -387 -0.7%
BFG
728
Bleakley Financial Group
New Jersey
$21.4M -$827K -2,024 -4%
JWCA
729
J.W. Cole Advisors
Florida
$21.4M +$1.97M +4,823 +10%
FNBOO
730
First National Bank of Omaha
Nebraska
$21.3M +$3.58M +8,760 +20%
JAM
731
Jupiter Asset Management
United Kingdom
$21.3M -$342K -836 -2%
USCWA
732
U.S. Capital Wealth Advisors
Texas
$21.2M -$2.21M -5,412 -9%
AM
733
Account Management
Massachusetts
$21.2M -$490K -1,200 -2%
MIF
734
Mediolanum International Funds
Ireland
$21.1M -$5.48M -13,406 -19%
WANY
735
Wealthspire Advisors (New York)
New York
$21.1M +$238K +582 +1%
RSVP
736
Ramsay Stattman Vela & Price
Colorado
$21M +$14.3K +35 +0.1%
HC
737
Henshaw Capital
Massachusetts
$21M
WA
738
WP Advisors
California
$20.9M -$195K -476 -0.9%
SEM
739
Suncoast Equity Management
Florida
$20.9M +$387K +946 +2%
FSA
740
Franklin Street Advisors
North Carolina
$20.8M +$861K +2,108 +4%
SC
741
Savant Capital
Illinois
$20.8M -$136K -332 -0.6%
USAA
742
United Services Automobile Association
Texas
$20.8M -$1.31M -3,208 -6%
VA
743
Valmark Advisers
Ohio
$20.7M +$1.35M +3,305 +7%
Eagle Capital Management (New York)
744
Eagle Capital Management (New York)
New York
$20.7M
SWM
745
Sculati Wealth Management
Michigan
$20.6M -$165K -404 -0.8%
AWM
746
Absher Wealth Management
North Carolina
$20.6M -$316K -774 -2%
AA
747
Axiom Advisory
California
$20.5M +$20.2M +49,352 +6,200%
CTI
748
Community Trust & Investment
Kentucky
$20.4M -$392K -959 -2%
BG
749
Bahl & Gaynor
Ohio
$20.4M +$304K +743 +2%
PWLP
750
Prio Wealth Limited Partnership
Massachusetts
$20.4M -$87.4K -214 -0.4%

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.