We are live on ! Find out more
BRK.B icon

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
WRM
926
Weybosset Research & Management
Rhode Island
$13.5M -$1.94M -4,759 -13%
AG
927
AlTi Global
New York
$13.5M +$1.26M +3,086 +10%
RMC
928
Regis Management Company
California
$13.4M
FFWA
929
FRG Family Wealth Advisors
Washington
$13.3M -$20.4K -50 -0.2%
NC
930
NovaPoint Capital
Georgia
$13.2M +$51.1K +125 +0.4%
BCV
931
Banque Cantonale Vaudoise
Switzerland
$13.1M +$179K +439 +1%
PCM
932
Palisade Capital Management
New Jersey
$13.1M -$19.2K -47 -0.1%
FHB
933
First Hawaiian Bank
Hawaii
$13M -$599K -1,466 -4%
RCM
934
Regency Capital Management
Hawaii
$13M +$434K +1,062 +3%
IC
935
Iconiq Capital
California
$13M +$272K +666 +2%
CMP
936
Coston McIsaac & Partners
Maine
$13M +$183K +447 +1%
AIP
937
Ameritas Investment Partners
Nebraska
$13M -$286K -699 -2%
HCM
938
Hutner Capital Management
Vermont
$12.9M -$537K -1,314 -4%
IFLIT
939
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$12.9M
BCFD
940
Boit C.F. David
$12.9M
WW
941
Waterfront Wealth
Kansas
$12.9M -$104K -255 -0.8%
SIM
942
Stratos Investment Management
Ohio
$12.8M +$874K +2,138 +7%
MYAM
943
Meiji Yasuda Asset Management
Japan
$12.8M -$146K -357 -1%
WIC
944
Woodmont Investment Counsel
Tennessee
$12.8M +$18.8K +46 +0.1%
PFM
945
Patton Fund Management
Texas
$12.8M -$424K -1,037 -3%
HCMT
946
Highland Capital Management (Tennessee)
Tennessee
$12.8M -$1.55M -3,798 -11%
FFG
947
Frisch Financial Group
New York
$12.7M -$25.7K -63 -0.2%
Fisher Asset Management
948
Fisher Asset Management
Washington
$12.7M -$521K -1,274 -4%
NC
949
Naman Capital
Brazil
$12.7M -$3.6M -8,800 -22%
PM
950
Phraction Management
Connecticut
$12.7M

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.