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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
1101
LexAurum Advisors
Kansas
$9.85M -$106K -259 -1%
GAMC
1102
Garner Asset Management Corp
Texas
$9.83M +$227K +556 +2%
CT
1103
Coastline Trust
Rhode Island
$9.78M -$762K -1,865 -7%
GFG
1104
Greystone Financial Group
Michigan
$9.77M +$8.88M +21,728 +952%
SWA
1105
SOA Wealth Advisors
New York
$9.73M -$218K -534 -2%
IA
1106
IFG Advisory
Georgia
$9.72M +$87.9K +215 +0.9%
FAM
1107
Fenimore Asset Management
New York
$9.71M -$182K -446 -2%
CCS
1108
Concentric Capital Strategies
Connecticut
$9.66M +$864K +2,114 +10%
SIM
1109
Seaview Investment Managers
Florida
$9.62M +$847K +2,074 +10%
LIM
1110
Leavell Investment Management
Alabama
$9.61M +$431K +1,056 +5%
TNBTD
1111
Trustmark National Bank Trust Department
Mississippi
$9.61M +$297K +728 +3%
FIB
1112
First Interstate Bank
Montana
$9.59M -$188K -460 -2%
SB
1113
Simmons Bank
Arkansas
$9.59M -$824K -2,017 -8%
BSI
1114
Bennett Selby Investments
Maine
$9.57M +$127K +310 +1%
SIA
1115
SeaBridge Investment Advisors
New Jersey
$9.54M -$55.2K -135 -0.6%
HTI
1116
Hikari Tsushin Inc
Japan
$9.53M +$100K +245 +1%
FPGT
1117
Financial Partners Group (Tennessee)
Tennessee
$9.5M -$306K -749 -3%
BCPWM
1118
Bradley & Co Private Wealth Management
Florida
$9.49M -$310K -758 -3%
MA
1119
MONECO Advisors
Connecticut
$9.49M +$1.43M +3,510 +18%
BFA
1120
Buttonwood Financial Advisors
Maryland
$9.46M -$60.1K -147 -0.6%
PAG
1121
Private Advisory Group
Washington
$9.44M +$197K +482 +2%
WKWM
1122
Walter & Keenan Wealth Management
Indiana
$9.44M -$58K -142 -0.6%
PGAM
1123
Princeton Global Asset Management
New Jersey
$9.43M +$367K +898 +4%
LSWM
1124
Lorne Steinberg Wealth Management
Canada
$9.43M -$75.6K -185 -0.8%
ONSWM
1125
Old North State Wealth Management
North Carolina
$9.41M -$4.04M -9,879 -30%

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.