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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
WAP
1176
Wealthcare Advisory Partners
Pennsylvania
$8.44M +$534K +1,308 +7%
AC
1177
AlphaCore Capital
California
$8.44M +$1.03M +2,510 +14%
PWA
1178
Phoenix Wealth Advisors
North Carolina
$8.43M +$4.65M +11,382 +122%
ETC
1179
Exchange Traded Concepts
Oklahoma
$8.42M +$8.44M +20,658 +43,038%
MIM
1180
Moseley Investment Management
Florida
$8.42M +$98.5K +241 +1%
BIM
1181
Baldwin Investment Management
Pennsylvania
$8.41M +$334K +818 +4%
ATPW
1182
Ashton Thomas Private Wealth
Arizona
$8.4M -$1.51M -3,692 -15%
SM
1183
Sweeney & Michel
California
$8.39M +$7.76K +19 +0.1%
TF
1184
Tompkins Financial
New York
$8.38M +$2.45K +6 +0%
MFA
1185
Mayflower Financial Advisors
Massachusetts
$8.37M +$26.2K +64 +0.3%
CCM
1186
Corsair Capital Management
New York
$8.36M
HBCM
1187
Heron Bay Capital Management
Michigan
$8.35M -$1.66M -4,070 -17%
BCM
1188
Brooktree Capital Management
Michigan
$8.35M -$684K -1,673 -8%
AAM
1189
AR Asset Management
California
$8.35M
AG
1190
Ascent Group
Virginia
$8.34M +$715K +1,750 +9%
FFA
1191
Fairfield Financial Advisors
Massachusetts
$8.33M +$8.36M +20,468 New
DWM
1192
Drive Wealth Management
Utah
$8.32M +$817 +2 +0%
MCCA
1193
Mill Creek Capital Advisors
Pennsylvania
$8.32M +$242K +593 +3%
EWA
1194
EverSource Wealth Advisors
Alabama
$8.31M +$1.08M +2,635 +16%
ECG
1195
Edge Capital Group
Georgia
$8.3M +$68.2K +167 +0.8%
WB
1196
WesBanco Bank
West Virginia
$8.3M +$238K +582 +3%
EI
1197
Ethic Inc
New York
$8.29M +$1.66M +4,068 +25%
EFG
1198
Embree Financial Group
Illinois
$8.28M +$2.86K +7 +0%
HI
1199
Harbour Investments
Wisconsin
$8.28M +$620K +1,517 +8%
SIG
1200
Sargent Investment Group
Maryland
$8.26M +$668K +1,635 +9%

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.