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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
WKSWA
801
White Knight Strategic Wealth Advisors
New Jersey
$18.1M +$18.4K +45 +0.1%
VW
802
Vantage Wealth
California
$18.1M -$152K -371 -0.8%
WC
803
Whitney & Co
New York
$18.1M +$27.8K +68 +0.2%
ATC
804
Argent Trust Co
Tennessee
$18M +$615K +1,505 +4%
TA
805
Townsend & Associates
Colorado
$18M +$326K +799 +2%
AC
806
Aldebaran Capital
Indiana
$17.9M -$132K -323 -0.7%
RCM
807
RB Capital Management
Nevada
$17.9M +$320K +782 +2%
CIM
808
Corda Investment Management
Texas
$17.8M +$17.2K +42 +0.1%
HTC
809
Haverford Trust Company
Pennsylvania
$17.7M +$360K +880 +2%
FNBT
810
FineMark National Bank & Trust
Florida
$17.6M -$541K -1,323 -3%
Harris Associates
811
Harris Associates
Illinois
$17.6M -$1.11M -2,725 -6%
WWA
812
WCG Wealth Advisors
Nevada
$17.5M +$171K +418 +1%
BS
813
Banco Santander
Spain
$17.5M -$1.56M -3,829 -8%
CA
814
Cornerstone Advisory
Maryland
$17.5M -$295K -723 -2%
TWM
815
TLW Wealth Management
Florida
$17.5M -$130K -318 -0.7%
JWBC
816
J.W. Burns & Co
New York
$17.4M +$94K +230 +0.5%
ECAM
817
East Coast Asset Management
Massachusetts
$17.4M -$521K -1,275 -3%
MFG
818
Mendota Financial Group
Wisconsin
$17.3M -$244K -598 -1%
HBWM
819
Hollow Brook Wealth Management
New York
$17.3M -$507K -1,240 -3%
RJT
820
Raymond James Trust
Florida
$17.2M +$1.77M +4,339 +11%
NP
821
NorthRock Partners
Minnesota
$17.2M +$483K +1,183 +3%
FSA
822
Financial Security Advisor
Virginia
$17.2M +$76.8K +188 +0.4%
DFG
823
Dupree Financial Group
Kentucky
$17.1M -$3.61M -8,841 -17%
EWM
824
Edge Wealth Management
New York
$17.1M -$332K -812 -2%
PAIM
825
Punch & Associates Investment Management
Minnesota
$17M +$85K +208 +0.5%

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.