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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
KS
1076
Karpas Strategies
Connecticut
$10.2M -$36.8K -90 -0.4%
SIA
1077
Schechter Investment Advisors
Michigan
$10.2M +$21.2K +52 +0.2%
BRCM
1078
Bright Rock Capital Management
Massachusetts
$10.2M -$4.09M -10,000 -29%
JRP
1079
Jasper Ridge Partners
California
$10.2M
AAM
1080
Auxier Asset Management
Oregon
$10.1M -$6.13K -15 -0.1%
KFP
1081
KMG Fiduciary Partners
Ohio
$10.1M +$193K +473 +2%
AT
1082
Arlington Trust
Alabama
$10.1M +$266K +652 +3%
HI
1083
Hudock Inc
Pennsylvania
$10.1M +$478K +1,171 +5%
JIC
1084
Joel Isaacson & Co
New York
$10.1M -$302K -739 -3%
KA
1085
Kovack Advisors
Florida
$10.1M +$291K +712 +3%
HH
1086
Hilltop Holdings
Texas
$10.1M -$335K -820 -3%
PF
1087
Phoenix Financial
Israel
$10.1M +$4.06M +9,932 +67%
VIM
1088
Vinva Investment Management
Australia
$10M +$221K +540 +2%
SFS
1089
Searcy Financial Services
Kansas
$10M -$24.5K -60 -0.2%
AIMC
1090
Alley Investment Management Company
Illinois
$10M +$50.3K +123 +0.5%
GEM
1091
Global Endowment Management
North Carolina
$9.99M
ET
1092
Entropy Technologies
New York
$9.96M +$9.13M +22,352 +1,048%
WSFS
1093
Wilmington Savings Fund Society
Delaware
$9.95M -$204K -500 -2%
TWM
1094
Tradition Wealth Management
Minnesota
$9.94M -$61.7K -151 -0.6%
CCM
1095
Carmel Capital Management
California
$9.93M +$9.81K +24 +0.1%
BHCM
1096
Brevan Howard Capital Management
Jersey
$9.92M +$9.97M +24,397 New
ZF
1097
Zhang Financial
Michigan
$9.89M +$11.4K +28 +0.1%
BHPW
1098
Beverly Hills Private Wealth
California
$9.88M +$746K +1,825 +8%
SGCA
1099
Steel Grove Capital Advisors
Tennessee
$9.86M -$1.72M -4,208 -15%
Point72 Asset Management
1100
Point72 Asset Management
Connecticut
$9.85M +$7.57M +18,521 +325%

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.