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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
LA
1026
LFL Advisers
Illinois
$11M -$81.3K -199 -0.7%
VM
1027
Venator Management
Pennsylvania
$11M -$1.11M -2,707 -9%
LSAG
1028
Lake Street Advisors Group
New Hampshire
$11M -$56.8K -139 -0.5%
NCM
1029
Northside Capital Management
Oregon
$11M
PA
1030
PFG Advisors
Arizona
$10.9M +$595K +1,456 +6%
MC
1031
Middleton & Co
Massachusetts
$10.9M -$352K -861 -3%
VIM
1032
VELA Investment Management
Ohio
$10.8M -$469K -1,148 -4%
FLPIM
1033
F.L. Putnam Investment Management
Massachusetts
$10.8M +$2.28M +5,581 +27%
MA
1034
Montag & Associates
Georgia
$10.8M +$96.8K +237 +0.9%
WA
1035
Wealth Architects
California
$10.8M -$3.68K -9 -0%
RMAM
1036
Raab & Moskowitz Asset Management
New Jersey
$10.8M +$9.4K +23 +0.1%
GFA
1037
Gifford Fong Associates
California
$10.8M
HSA
1038
HBK Sorce Advisory
Pennsylvania
$10.7M +$1.63K +4 +0%
CCM
1039
Canal Capital Management
Virginia
$10.7M +$663K +1,623 +7%
MPI
1040
Mairs & Power Inc
Minnesota
$10.7M -$34.7K -85 -0.3%
MIM
1041
Martin Investment Management
Florida
$10.7M -$375K -918 -3%
HAC
1042
Harbor Advisory Corp
New Hampshire
$10.7M -$355K -870 -3%
PA
1043
Profund Advisors
Maryland
$10.7M -$308K -753 -3%
CA
1044
Cumberland Advisors
Florida
$10.7M -$327K -800 -3%
FTWA
1045
Fifth Third Wealth Advisors
Ohio
$10.7M +$7M +17,131 +187%
BIA
1046
Beacon Investment Advisors
Maryland
$10.7M +$1.04M +2,553 +11%
CAM
1047
Cypress Asset Management
Texas
$10.7M +$476K +1,165 +5%
JIM
1048
JCP Investment Management
Texas
$10.7M
JCM
1049
Janney Capital Management
Pennsylvania
$10.7M -$85K -208 -0.8%
PA
1050
Procyon Advisors
Connecticut
$10.7M +$1.1M +2,693 +11%

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.