We are live on ! Find out more
BRK.B icon

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
HCM
1076
Harspring Capital Management
New York
$11.3M -$4.64M -10,500 -30%
GAMC
1077
Garner Asset Management Corp
Texas
$11.3M +$135K +306 +1%
KWA
1078
Kingswood Wealth Advisors
California
$11.2M +$1.92M +4,346 +22%
FLPIM
1079
F.L. Putnam Investment Management
Massachusetts
$11.2M -$770K -1,742 -7%
IA
1080
IFG Advisory
Georgia
$11.2M +$232K +524 +2%
LA
1081
Legacy Advisors
Pennsylvania
$11.2M +$4.99M +11,283 +86%
FB
1082
Fulton Bank
Pennsylvania
$11.2M -$1.74M -3,932 -14%
TWM
1083
Tradition Wealth Management
Minnesota
$11.2M -$73.4K -166 -0.7%
CCM
1084
Carmel Capital Management
California
$11.2M -$66.3K -150 -0.6%
NCM
1085
Northside Capital Management
Oregon
$11.1M -$1.2M -2,717 -10%
LA
1086
LexAurum Advisors
Kansas
$11.1M -$78.7K -178 -0.7%
FMWA
1087
Forvis Mazars Wealth Advisors
Missouri
$11M +$830K +1,878 +9%
CT
1088
Caldwell Trust
Florida
$11M -$651K -1,473 -6%
PGAM
1089
Princeton Global Asset Management
New Jersey
$10.9M +$257K +582 +3%
Nomura Holdings
1090
Nomura Holdings
Japan
$10.9M -$3.18M -7,200 -23%
SWA
1091
SOA Wealth Advisors
New York
$10.9M -$94.6K -214 -0.9%
ZF
1092
Zhang Financial
Michigan
$10.9M -$266K -601 -2%
MMA
1093
Miracle Mile Advisors
California
$10.9M +$571K +1,291 +6%
AAIM
1094
Asset Advisors Investment Management
Georgia
$10.9M -$1.06M -2,400 -9%
MA
1095
MONECO Advisors
Connecticut
$10.8M +$105K +238 +1%
HTI
1096
Hikari Tsushin Inc
Japan
$10.8M +$63.2K +143 +0.6%
FIB
1097
First Interstate Bank
Montana
$10.8M -$26.5K -60 -0.3%
BSI
1098
Bennett Selby Investments
Maine
$10.8M -$18.6K -42 -0.2%
Walleye Trading
1099
Walleye Trading
New York
$10.8M -$84.9M -191,948 -89%
SGCA
1100
Steel Grove Capital Advisors
Tennessee
$10.8M -$308K -697 -3%

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.