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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
CPA
901
Court Place Advisors
Maryland
$15.4M -$59.7K -135 -0.4%
KLI
902
Kelman-Lazarov Inc
Tennessee
$15.4M +$142K +322 +1%
AG
903
AlTi Global
New York
$15.4M +$154K +348 +1%
RL
904
Ruffer LLP
United Kingdom
$15.4M -$663K -1,500 -4%
GRP
905
Global Retirement Partners
California
$15.4M +$35.8K +81 +0.2%
LNB
906
Ledyard National Bank
$15.3M -$271K -612 -2%
EML
907
Eos Management LP
New York
$15.3M
CIA
908
CCM Investment Advisers
South Carolina
$15.2M -$330K -747 -2%
IVP
909
Intrinsic Value Partners
Arizona
$15.1M -$1.16M -2,614 -7%
TGAM
910
TBH Global Asset Management
Tennessee
$15.1M -$195K -440 -1%
CCS
911
Concentric Capital Strategies
Connecticut
$15.1M +$3.98M +9,007 +38%
WCM
912
Wedge Capital Management
North Carolina
$15M -$505K -1,142 -3%
PCM
913
Presidio Capital Management
California
$15M +$825K +1,865 +6%
RCAG
914
Rehmann Capital Advisory Group
Michigan
$14.9M -$351K -794 -2%
DFG
915
Dupree Financial Group
Kentucky
$14.9M -$4.24M -9,593 -23%
RCM
916
Regency Capital Management
Hawaii
$14.9M +$184K +417 +1%
VIM
917
Vinva Investment Management
Australia
$14.9M +$3.48M +7,879 +32%
SIM
918
Stratos Investment Management
Ohio
$14.8M +$281K +636 +2%
AF
919
Alerus Financial
North Dakota
$14.8M -$658K -1,489 -4%
VA
920
Vident Advisory
Georgia
$14.8M +$828K +1,873 +6%
MC
921
Moors & Cabot
Massachusetts
$14.7M +$558K +1,262 +4%
PCM
922
Palisade Capital Management
New Jersey
$14.6M -$172K -389 -1%
WRM
923
Weybosset Research & Management
Rhode Island
$14.6M -$595K -1,346 -4%
HCM
924
Hutner Capital Management
Vermont
$14.6M -$34.9K -79 -0.2%
OBGC
925
O'Brien Greene & Co
Pennsylvania
$14.5M -$1.11M -2,506 -7%

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.