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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
BP
826
Ballentine Partners
Massachusetts
$18.6M +$1.06M +2,389 +6%
PWMAG
827
Pinnacle Wealth Management Advisory Group
New Jersey
$18.6M -$223K -504 -1%
SC
828
Stolper & Co
Oklahoma
$18.5M -$304K -687 -2%
HVP
829
Hudson Value Partners
Florida
$18.4M +$469K +1,060 +3%
KWM
830
Koa Wealth Management
California
$18.2M -$320K -723 -2%
FFA
831
Fragasso Financial Advisors
Pennsylvania
$18.2M -$249K -563 -1%
PS
832
Principal Securities
Iowa
$18.2M +$661K +1,495 +4%
NEWAS
833
N.E.W. Advisory Services
Wisconsin
$18.2M +$96K +217 +0.6%
Harris Associates
834
Harris Associates
Illinois
$18.1M -$1.73M -3,910 -9%
AJ
835
Ashburton (Jersey)
Jersey
$18.1M +$213K +481 +1%
RWM
836
Ritholtz Wealth Management
New York
$18.1M +$1.23M +2,782 +8%
TVAMP
837
Tennessee Valley Asset Management Partners
Tennessee
$18M +$165K +374 +1%
MWM
838
Modern Wealth Management
Kansas
$18M +$13.6M +30,707 +367%
AIM
839
Anchor Investment Management
South Carolina
$17.9M +$946K +2,139 +6%
HCPC
840
Hamilton Capital Partners (Canada)
$17.9M +$1.63M +3,683 +10%
LS
841
Livforsakringsbolaget Skandia
Sweden
$17.9M +$16.1M +36,515 +1,561%
ERIM
842
Eagle Ridge Investment Management
Connecticut
$17.9M -$137K -309 -0.8%
Massachusetts Financial Services
843
Massachusetts Financial Services
Massachusetts
$17.8M -$994K -2,248 -5%
ECP
844
Epacria Capital Partners
Colorado
$17.8M
KCPG
845
Kavar Capital Partners Group
Kansas
$17.8M -$15.9K -36 -0.1%
SWM
846
Spire Wealth Management
Virginia
$17.8M +$1.89M +4,285 +12%
TW
847
Trajan Wealth
Arizona
$17.8M +$2.08M +4,698 +14%
CAM
848
Columbia Asset Management
Michigan
$17.7M -$15.9K -36 -0.1%
SW
849
Solidarity Wealth
Utah
$17.7M -$1.08M -2,441 -6%
FA
850
Financial Avengers
California
$17.7M -$238K -539 -1%

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.