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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
WIC
926
Woodmont Investment Counsel
Tennessee
$14.5M +$56.2K +127 +0.4%
WW
927
Waterfront Wealth
Kansas
$14.5M +$44.2K +100 +0.3%
BCFD
928
Boit C.F. David
$14.5M -$442K -1,000 -3%
GIA
929
Gladstone Institutional Advisory
Florida
$14.5M +$1.41M +3,185 +11%
LFAS
930
Level Four Advisory Services
Texas
$14.5M -$1.79M -4,052 -11%
SIM
931
Studio Investment Management
Illinois
$14.4M +$109K +247 +0.8%
NC
932
Naman Capital
Brazil
$14.4M
WPC
933
Wedmont Private Capital
Pennsylvania
$14.4M +$2.43M +5,493 +21%
PM
934
Phraction Management
Connecticut
$14.3M
MYAM
935
Meiji Yasuda Asset Management
Japan
$14.3M -$221K -500 -2%
LA
936
Lakeside Advisors
Washington
$14.3M +$102K +230 +0.7%
FFG
937
Frisch Financial Group
New York
$14.3M -$153K -346 -1%
WCF
938
West Coast Financial
California
$14.3M +$1.33K +3 +0%
BBA
939
Baader Bank Aktiengesellschaft
Germany
$14.2M +$1.41M +3,184 +11%
KFP
940
KMG Fiduciary Partners
Ohio
$14.2M +$2.64M +5,964 +24%
CLA
941
Carnegie Lake Advisors
New Jersey
$14.2M +$13.6M +30,800 New
Fisher Asset Management
942
Fisher Asset Management
Washington
$14.2M -$184K -417 -1%
MG
943
Mather Group
Illinois
$14.2M -$5.96M -13,482 -30%
KFGK
944
Keystone Financial Group (Kentucky)
Kentucky
$14.2M +$253K +572 +2%
OMC
945
Overbrook Management Corp
New York
$14.1M -$1.23M -2,777 -8%
FIA
946
Foundations Investment Advisors
Arizona
$14.1M +$5.08M +11,480 +60%
DSAM
947
Dock Street Asset Management
Florida
$14.1M -$1.41M -3,178 -9%
CF
948
Clarity Financial
Texas
$14M +$956K +2,162 +8%
SFS
949
Summit Financial Strategies
Ohio
$14M -$209K -472 -2%
OCBCO
950
Oversea-Chinese Banking Corp (OCBC)
Singapore
$14M +$826K +1,869 +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.