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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
Eagle Capital Management (New York)
726
Eagle Capital Management (New York)
New York
$23.4M
EF
727
Empirical Finance
Pennsylvania
$23.3M +$1.24M +2,794 +6%
TRCT
728
Tower Research Capital (TRC)
New York
$23.3M -$19M -43,000 -46%
AWM
729
Absher Wealth Management
North Carolina
$23.3M -$25.2K -57 -0.1%
VCM
730
Violich Capital Management
California
$23.3M +$460K +1,041 +2%
WA
731
WP Advisors
California
$23.2M -$440K -995 -2%
FSA
732
Franklin Street Advisors
North Carolina
$23.2M -$390K -883 -2%
SWM
733
Sculati Wealth Management
Michigan
$23.1M -$224K -506 -1%
BC
734
Burney Company
Virginia
$23.1M +$129K +292 +0.6%
FCM
735
Fairholme Capital Management
Florida
$23M +$53.1K +120 +0.2%
BG
736
Bahl & Gaynor
Ohio
$23M -$92K -208 -0.4%
A
737
Allianz
Germany
$22.9M -$2.81M -6,356 -11%
WRBC
738
W.R. Berkley Corp
Connecticut
$22.9M +$22M +49,700 New
CIA
739
Capital Investment Advisors
Georgia
$22.9M +$921K +2,083 +4%
SC
740
Stephenson & Company
California
$22.8M +$125K +282 +0.6%
RSWM
741
Robertson Stephens Wealth Management
California
$22.8M +$2.18M +4,924 +11%
RI
742
Ridgewood Investments
New Jersey
$22.7M -$115K -259 -0.5%
GWM
743
Geneos Wealth Management
Colorado
$22.7M +$1.29M +2,926 +6%
FA
744
Fiduciary Alliance
South Carolina
$22.7M +$2.03M +4,600 +10%
PWLP
745
Prio Wealth Limited Partnership
Massachusetts
$22.6M -$417K -943 -2%
AA
746
Axiom Advisory
California
$22.5M +$352K +796 +2%
DWP
747
Daymark Wealth Partners
Ohio
$22.5M +$268K +607 +1%
MCP
748
Mirador Capital Partners
California
$22.4M +$130K +295 +0.6%
MFWM
749
Motley Fool Wealth Management
Virginia
$22.3M -$25.6K -58 -0.1%
SEM
750
Suncoast Equity Management
Florida
$22.2M -$1.36M -3,070 -6%

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.