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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
RMAM
1026
Raab & Moskowitz Asset Management
New Jersey
$12.2M -$32.3K -73 -0.3%
CA
1027
Cumberland Advisors
Florida
$12.1M +$26.5K +60 +0.2%
VWA
1028
Visionary Wealth Advisors
Illinois
$12.1M +$1.82M +4,116 +18%
MIM
1029
Martin Investment Management
Florida
$12.1M -$23.4K -53 -0.2%
JCM
1030
Janney Capital Management
Pennsylvania
$12.1M +$40.7K +92 +0.4%
BIA
1031
Beacon Investment Advisors
Maryland
$12.1M +$23K +52 +0.2%
SFO
1032
Stokes Family Office
Louisiana
$12.1M +$53.1K +120 +0.5%
JIM
1033
JCP Investment Management
Texas
$12.1M
HH
1034
Hilltop Holdings
Texas
$12M +$615K +1,391 +6%
CAM
1035
Cypress Asset Management
Texas
$12M +$228K +516 +2%
BHPW
1036
Beverly Hills Private Wealth
California
$12M +$787K +1,780 +7%
NIG
1037
NFJ Investment Group
Texas
$12M +$11.5M +26,074 New
MTC
1038
McDaniel Terry & Co
Texas
$12M
Walleye Capital
1039
Walleye Capital
New York
$12M -$4.48M -10,139 -28%
P
1040
Pitcairn
Pennsylvania
$12M -$1.15M -2,605 -9%
SWC
1041
Spectrum Wealth Counsel
Indiana
$12M +$20.8K +47 +0.2%
GFG
1042
Greystone Financial Group
Michigan
$11.9M +$855K +1,933 +8%
PA
1043
Procyon Advisors
Connecticut
$11.9M -$117K -264 -1%
HAC
1044
Harbor Advisory Corp
New Hampshire
$11.9M -$204K -461 -2%
VI
1045
Vestcor Inc
New Brunswick, Canada
$11.9M +$214K +483 +2%
WAS
1046
Winch Advisory Services
Wisconsin
$11.9M -$87.6K -198 -0.8%
CA
1047
Crewe Advisors
Utah
$11.9M +$6.32M +14,298 +124%
LFG
1048
Larson Financial Group
Missouri
$11.9M +$7.5M +16,964 +192%
DDC
1049
DF Dent & Co
Maryland
$11.9M -$927K -2,096 -8%
BCA
1050
Bay Colony Advisors
Massachusetts
$11.8M +$266K +602 +2%

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.