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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
MYIA
976
Mount Yale Investment Advisors
Colorado
$12.1M +$273K +669 +2%
AFG
977
Allegheny Financial Group
Pennsylvania
$12.1M +$36.8K +90 +0.3%
SCM
978
Shelton Capital Management
Colorado
$12M
GMA
979
Glassy Mountain Advisors
Maryland
$12M -$44.9K -110 -0.4%
SWM
980
SeaCrest Wealth Management
New York
$12M +$303K +741 +3%
AWM
981
Axxcess Wealth Management
California
$12M +$96.4K +236 +0.8%
OFG
982
Oxford Financial Group
Indiana
$12M +$1.49M +3,644 +14%
KIA
983
KCM Investment Advisors
California
$11.9M +$317K +775 +3%
SW
984
SlateStone Wealth
Florida
$11.9M +$163K +398 +1%
JFGIW
985
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.9M +$6.95M +17,006 +140%
MIM
986
Meixler Investment Management
Arizona
$11.9M -$246K -603 -2%
BPC
987
Banque Pictet & Cie
Switzerland
$11.9M -$96.4K -236 -0.8%
MSAM
988
Moloney Securities Asset Management
Missouri
$11.8M +$409K +1,002 +4%
TCCM
989
Timber Creek Capital Management
Massachusetts
$11.8M +$47.8K +117 +0.4%
FMC
990
First Merchants Corp
Indiana
$11.8M -$239K -585 -2%
CAM
991
Clio Asset Management
Virginia
$11.8M +$1.27M +3,117 +12%
MIM
992
Meridiem Investment Management
United Kingdom
$11.7M -$2.1M -5,146 -15%
CCA
993
Covey Capital Advisors
Georgia
$11.7M
OCBCO
994
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.7M -$26.2K -64 -0.2%
P
995
Pitcairn
Pennsylvania
$11.6M +$579K +1,418 +5%
B
996
Bailard
California
$11.6M -$80.5K -197 -0.7%
PNAA
997
Pictet North America Advisors
Switzerland
$11.5M +$9.7M +23,735 +510%
CF
998
Clarity Financial
Texas
$11.5M +$2.78M +6,805 +32%
AWA
999
Arkadios Wealth Advisors
Georgia
$11.5M +$1.11M +2,708 +11%
GIA
1000
Gladstone Institutional Advisory
Florida
$11.5M +$606K +1,482 +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.