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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
SIM
951
Studio Investment Management
Illinois
$12.6M +$114K +278 +0.9%
SFS
952
Summit Financial Strategies
Ohio
$12.6M -$286K -701 -2%
WCF
953
West Coast Financial
California
$12.6M -$7.76K -19 -0.1%
KFA
954
Kelleher Financial Advisors
New York
$12.6M -$76.4K -187 -0.6%
Nomura Holdings
955
Nomura Holdings
Japan
$12.6M +$6.32M +15,461 +100%
LA
956
Lakeside Advisors
Washington
$12.5M -$123K -300 -1%
MC
957
Moors & Cabot
Massachusetts
$12.5M +$903K +2,210 +8%
GCA
958
Greenwood Capital Associates
South Carolina
$12.5M +$311K +761 +3%
PCM
959
Presidio Capital Management
California
$12.5M +$521K +1,275 +4%
FCM
960
Fogel Capital Management
Florida
$12.4M -$151K -370 -1%
TCM
961
Telos Capital Management
California
$12.3M +$325K +796 +3%
TCM
962
Twin Capital Management
Pennsylvania
$12.3M +$730K +1,787 +6%
VA
963
Vident Advisory
Georgia
$12.3M +$2.2M +5,380 +22%
FVWA
964
Foster Victor Wealth Advisors
South Carolina
$12.3M +$9.91M +24,242 +641%
EGA
965
Eagle Global Advisors
Texas
$12.3M -$12.3K -30 -0.1%
KFGK
966
Keystone Financial Group (Kentucky)
Kentucky
$12.3M +$107K +262 +0.9%
SBH
967
Segall Bryant & Hamill
Illinois
$12.3M -$824K -2,016 -6%
MAS
968
Meeder Advisory Services
Ohio
$12.3M +$3.46M +8,457 +39%
KAS
969
Kemnay Advisory Services
New York
$12.2M +$12.3M +30,096 New
DEA
970
DoubleLine ETF Adviser
Florida
$12.2M -$469K -1,147 -4%
MMA
971
Mizuho Markets Americas
New York
$12.2M +$12.3M +30,000 New
RBA
972
Richard Bernstein Advisors
New York
$12.2M
ANTB
973
AMG National Trust Bank
Colorado
$12.2M +$2.71M +6,631 +28%
DFG
974
Delta Financial Group
New Jersey
$12.2M +$69.9K +171 +0.6%
MCM
975
Mitchell Capital Management
Kansas
$12.1M +$693K +1,697 +6%

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.