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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
AWA
826
Arete Wealth Advisors
Illinois
$17M +$659K +1,613 +4%
RCA
827
Riverview Capital Advisers
Massachusetts
$17M -$109K -266 -0.6%
BWM
828
Buckley Wealth Management
Nevada
$16.8M +$40.9K +100 +0.2%
BBA
829
BLB&B Advisors
Pennsylvania
$16.8M +$9.13M +22,340 +117%
AMI
830
Amica Mutual Insurance
Rhode Island
$16.8M
Massachusetts Financial Services
831
Massachusetts Financial Services
Massachusetts
$16.7M -$20.8K -51 -0.1%
MWM
832
Moran Wealth Management
Florida
$16.7M +$11.5M +28,044 +216%
SC
833
Stolper & Co
Oklahoma
$16.6M +$305K +746 +2%
KJWM
834
Kiley Juergens Wealth Management
Washington
$16.6M +$94.8K +232 +0.6%
PWMAG
835
Pinnacle Wealth Management Advisory Group
New Jersey
$16.6M -$168K -410 -1%
SW
836
Solidarity Wealth
Utah
$16.6M +$3.99M +9,776 +31%
HLCM
837
Hi-Line Capital Management
South Dakota
$16.6M -$2.58M -6,315 -13%
CFA
838
Cahill Financial Advisors
Minnesota
$16.5M +$269K +659 +2%
Simplex Trading
839
Simplex Trading
Illinois
$16.5M -$1.25M -3,051 -7%
KWM
840
Koa Wealth Management
California
$16.4M -$66.2K -162 -0.4%
ACA
841
Anchor Capital Advisors
Massachusetts
$16.4M -$48.2K -118 -0.3%
FFA
842
Fragasso Financial Advisors
Pennsylvania
$16.3M -$871K -2,131 -5%
WDL
843
Well Done LLC
Michigan
$16.3M +$605K +1,481 +4%
BJL
844
Brighton Jones LLC
Washington
$16.2M +$1.2M +2,948 +8%
EFS
845
Essex Financial Services
Connecticut
$16.2M +$2.12M +5,180 +16%
NB
846
NBT Bank
New York
$16.2M -$2.88M -7,060 -15%
NEWAS
847
N.E.W. Advisory Services
Wisconsin
$16M -$161K -394 -1%
ERIM
848
Eagle Ridge Investment Management
Connecticut
$15.9M -$154K -378 -1%
KCPG
849
Kavar Capital Partners Group
Kansas
$15.9M +$73.1K +179 +0.4%
KWM
850
Kingsview Wealth Management
Oregon
$15.9M +$559K +1,368 +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.