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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
MIP
1151
Marietta Investment Partners
Wisconsin
$8.91M
GIM
1152
Goelzer Investment Management
Indiana
$8.9M -$331K -809 -4%
RA
1153
Riverstone Advisors
Texas
$8.85M +$155K +379 +2%
LSA
1154
L & S Advisors
California
$8.78M +$8.14M +19,927 +1,197%
DCM
1155
Donaldson Capital Management
Indiana
$8.73M +$327K +801 +4%
PNC
1156
Park National Corp
Ohio
$8.72M +$5.59M +13,677 +176%
HIC
1157
Hartline Investment Corp
Illinois
$8.71M -$1.61M -3,937 -16%
RCA
1158
Resonant Capital Advisors
Wisconsin
$8.67M +$186K +455 +2%
NEI
1159
Northwest & Ethical Investments
Ontario, Canada
$8.67M +$3.71M +9,084 +74%
GL
1160
Graypoint LLC
New York
$8.65M +$1.03M +2,519 +13%
BC
1161
Blackhill Capital
New Jersey
$8.64M
EAM
1162
Evanson Asset Management
California
$8.62M -$132K -323 -2%
MPM
1163
Meritage Portfolio Management
Kansas
$8.6M -$127K -311 -1%
KOC
1164
Koss-Olinger Consulting
Florida
$8.6M +$8.27M +20,237 +2,236%
WPP
1165
Whalerock Point Partners
Rhode Island
$8.55M +$144K +352 +2%
DIM
1166
Delta Investment Management
California
$8.54M +$118K +290 +1%
PP
1167
PDS Planning
Ohio
$8.52M +$49.9K +122 +0.6%
WHRC
1168
W.H. Reaves & Co
New Jersey
$8.51M -$265K -648 -3%
TAM
1169
Trust Asset Management
Texas
$8.49M
RCG
1170
Regatta Capital Group
California
$8.49M +$95.6K +234 +1%
JSC
1171
Jackson Square Capital
California
$8.47M -$27K -66 -0.3%
PBK
1172
Peoples Bank (Kansas)
Kansas
$8.47M -$24.9K -61 -0.3%
TWA
1173
TCI Wealth Advisors
Arizona
$8.47M +$237K +579 +3%
SA
1174
SAM Advisors
California
$8.47M -$146K -357 -2%
CF
1175
Centaurus Financial
California
$8.46M +$1.28M +3,134 +18%

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.