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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
BPC
951
Banque Pictet & Cie
Switzerland
$14M +$544K +1,230 +4%
AFG
952
Atomi Financial Group
New York
$14M +$1.39M +3,149 +12%
FFWA
953
FRG Family Wealth Advisors
Washington
$14M -$489K -1,107 -4%
JFGIW
954
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.9M +$492K +1,113 +4%
PA
955
Profund Advisors
Maryland
$13.9M +$1.72M +3,895 +15%
MCM
956
Mitchell Capital Management
Kansas
$13.9M +$153K +347 +1%
EGA
957
Eagle Global Advisors
Texas
$13.9M -$17.7K -40 -0.1%
CW
958
CreativeOne Wealth
Kansas
$13.9M +$11.7M +26,537 +740%
IFG
959
Independent Financial Group
California
$13.9M +$816K +1,846 +7%
PFM
960
Patton Fund Management
Texas
$13.8M -$585K -1,323 -4%
KFA
961
Kelleher Financial Advisors
New York
$13.8M -$425K -962 -3%
DFG
962
Delta Financial Group
New Jersey
$13.8M +$35.8K +81 +0.3%
SWA
963
Stratos Wealth Advisors
Ohio
$13.8M +$794K +1,795 +6%
FCM
964
Fogel Capital Management
Florida
$13.8M -$250K -565 -2%
TCM
965
Twin Capital Management
Pennsylvania
$13.8M -$141K -319 -1%
SW
966
SlateStone Wealth
Florida
$13.7M +$249K +562 +2%
HCMT
967
Highland Capital Management (Tennessee)
Tennessee
$13.7M -$681K -1,540 -5%
PF
968
Phoenix Financial
Israel
$13.7M +$2.19M +4,945 +20%
AFG
969
Allegheny Financial Group
Pennsylvania
$13.6M -$43.8K -99 -0.3%
AIP
970
Ameritas Investment Partners
Nebraska
$13.6M -$1.04M -2,346 -7%
BTI
971
Blue Trust Inc
Georgia
$13.6M +$3.62M +8,180 +33%
CI
972
CX Institutional
Indiana
$13.5M +$4.7M +10,638 +57%
PAI
973
Pittenger & Anderson Inc
Nebraska
$13.5M +$1.03M +2,322 +9%
MAS
974
Meeder Advisory Services
Ohio
$13.5M -$361K -817 -3%
LA
975
LFL Advisers
Illinois
$13.5M +$1.02M +2,300 +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.