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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
FCM
751
Fairholme Capital Management
Florida
$20.3M +$406K +994 +2%
BC
752
Burney Company
Virginia
$20.3M -$541K -1,324 -3%
HAG
753
HighPoint Advisor Group
Illinois
$20.2M +$792K +1,939 +4%
RI
754
Ridgewood Investments
New Jersey
$20.2M -$542K -1,326 -3%
BCM
755
Bridgeway Capital Management
Texas
$20.1M -$10.9M -26,617 -35%
VCM
756
Violich Capital Management
California
$20.1M +$438K +1,073 +2%
SC
757
Stephenson & Company
California
$20.1M -$696K -1,704 -3%
OP
758
ORG Partners
Indiana
$20M +$17.5M +42,735 +655%
BWFA
759
Baltimore-Washington Financial Advisors
Maryland
$19.9M +$3.85M +9,430 +24%
BFG
760
Beacon Financial Group
Texas
$19.9M -$110K -270 -0.5%
UAM
761
Unison Asset Management
Florida
$19.8M +$1.34M +3,272 +7%
MFWM
762
Motley Fool Wealth Management
Virginia
$19.8M +$375K +918 +2%
LJCM
763
Lee Johnson Capital Management
Texas
$19.7M +$941K +2,304 +5%
MCP
764
Mirador Capital Partners
California
$19.7M +$390K +955 +2%
DWP
765
Daymark Wealth Partners
Ohio
$19.7M +$3.04M +7,449 +18%
FPAS
766
Focus Partners Advisor Solutions
Missouri
$19.6M +$225K +551 +1%
QF
767
QVT Financial
New York
$19.5M
EF
768
Empirical Finance
Pennsylvania
$19.5M -$1.56M -3,814 -7%
GS
769
GTS Securities
Florida
$19.4M +$7.25M +17,747 +59%
CIA
770
Capital Investment Advisors
Georgia
$19.4M +$62.5K +153 +0.3%
SCA
771
Snowden Capital Advisors
New York
$19.4M -$24.5K -60 -0.1%
SF
772
Synovus Financial
Georgia
$19.3M +$224K +547 +1%
DAS
773
Dynamic Advisor Solutions
Arizona
$19.3M +$402K +984 +2%
BDA
774
Borer Denton & Associates
Pennsylvania
$19.2M +$6.13K +15 +0%
PHS
775
Pekin Hardy Strauss
Illinois
$19.2M -$467K -1,143 -2%

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.