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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
BS
851
Banco Santander
Spain
$17.7M -$2.06M -4,658 -11%
FFA
852
Farther Finance Advisors
California
$17.6M +$1.35M +3,064 +9%
MC
853
Muhlenkamp & Co
Pennsylvania
$17.5M -$7.96K -18 -0%
STA
854
Summit Trail Advisors
New York
$17.4M +$1.8M +4,062 +12%
SAM
855
Summit Asset Management
Tennessee
$17.4M +$790K +1,786 +5%
APC
856
Asset Planning Corporation
Tennessee
$17.4M +$296K +670 +2%
FMTC
857
Farmers & Merchants Trust Company
California
$17.3M +$32.3K +73 +0.2%
SWM
858
Stockman Wealth Management
Montana
$17.3M +$147K +333 +0.9%
CM
859
Churchill Management
California
$17.2M +$133K +301 +0.8%
XF
860
XML Financial
Maryland
$17.2M +$1.09M +2,469 +7%
AL
861
Arnhold LLC
New York
$17.1M -$23K -52 -0.1%
ECM
862
Evergreen Capital Management
Washington
$17.1M -$117K -265 -0.7%
NC
863
NovaPoint Capital
Georgia
$17.1M +$2.04M +4,615 +14%
HKIM
864
Hayek Kallen Investment Management
Alabama
$17M -$134K -304 -0.8%
PFS
865
Prospera Financial Services
Texas
$17M +$512K +1,157 +3%
EF
866
Empowered Funds
Pennsylvania
$17M +$957K +2,164 +6%
ECM
867
Exchange Capital Management
Michigan
$16.9M -$733K -1,658 -4%
VVP
868
Venture Visionary Partners
Ohio
$16.9M -$273K -618 -2%
WIA
869
World Investment Advisors
California
$16.9M +$11M +24,893 +211%
SSA
870
Schonfeld Strategic Advisors
New York
$16.9M +$8.35M +18,877 +106%
PAIM
871
Punch & Associates Investment Management
Minnesota
$16.8M -$2.31M -5,215 -12%
BHWM
872
Bar Harbor Wealth Management
New Hampshire
$16.7M -$473K -1,069 -3%
ECAM
873
East Coast Asset Management
Massachusetts
$16.6M -$2.88M -6,519 -15%
AWM
874
Axxcess Wealth Management
California
$16.6M +$2.98M +6,741 +23%
TMAM
875
Tokio Marine Asset Management
Japan
$16.6M +$1.29M +2,912 +9%

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.