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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
BCM
776
Brookstone Capital Management
Illinois
$19.1M -$152K -371 -0.9%
BFP
777
Beacon Financial Planning
Massachusetts
$19.1M -$447K -1,094 -2%
WFG
778
Wills Financial Group
Virginia
$19.1M +$59.2K +145 +0.3%
BAM
779
Belpointe Asset Management
Nevada
$19.1M -$523K -1,280 -3%
TFS
780
Thoroughbred Financial Services
Tennessee
$19M +$4.78M +11,691 +33%
CWM
781
Congress Wealth Management
Massachusetts
$18.9M +$13.2M +32,283 +226%
GWM
782
Geneos Wealth Management
Colorado
$18.9M +$1.04M +2,554 +6%
HTIM
783
Harbour Trust & Investment Management
Indiana
$18.9M -$250K -612 -1%
Jacobs Levy Equity Management
784
Jacobs Levy Equity Management
New Jersey
$18.8M +$7.76M +18,988 +69%
Verition Fund Management
785
Verition Fund Management
Connecticut
$18.8M -$62.4M -152,779 -77%
WPW
786
Waldron Private Wealth
Pennsylvania
$18.8M -$44.5K -109 -0.2%
CCM
787
Coldstream Capital Management
Washington
$18.8M +$341K +834 +2%
SFI
788
Susquehanna Fundamental Investments
Pennsylvania
$18.8M +$18.8M +46,100 New
MG
789
Mather Group
Illinois
$18.6M +$5.59M +13,685 +45%
WCM
790
Weik Capital Management
Pennsylvania
$18.6M -$521K -1,275 -3%
MPW
791
Monterey Private Wealth
California
$18.5M +$108K +264 +0.6%
JF
792
Jump Financial
Illinois
$18.5M +$7.19M +17,604 +63%
IA
793
IFP Advisors
Florida
$18.4M +$236K +577 +1%
HKAM
794
Horizon Kinetics Asset Management
New York
$18.4M -$153K -375 -0.8%
NRS
795
Neville Rodie & Shaw
New York
$18.4M -$3.64M -8,913 -16%
BCM
796
Banyan Capital Management
Georgia
$18.3M -$167K -408 -0.9%
GVAG
797
Great Valley Advisor Group
Delaware
$18.2M +$1.23M +2,998 +7%
AI
798
Accredited Investors
Minnesota
$18.2M +$571K +1,397 +3%
FA
799
Fiduciary Alliance
South Carolina
$18.2M +$708K +1,732 +4%
RSWM
800
Robertson Stephens Wealth Management
California
$18.2M -$61.7K -151 -0.3%

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.