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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
MHIC
1201
Marble Harbor Investment Counsel
Massachusetts
$9.04M
CAC
1202
Certified Advisory Corp
Florida
$8.99M -$238K -539 -3%
SLA
1203
Silver Lake Advisory
Utah
$8.93M -$204K -461 -2%
MP
1204
McDonald Partners
Ohio
$8.93M +$186K +420 +2%
EW
1205
Evoke Wealth
California
$8.93M +$7.68M +17,372 +860%
GWM
1206
Graybill Wealth Management
Illinois
$8.92M -$107K -241 -1%
LHC
1207
Little House Capital
Massachusetts
$8.92M +$1.23M +2,774 +17%
AG
1208
Ascent Group
Virginia
$8.91M -$505K -1,141 -6%
CFG
1209
Cooper Financial Group
California
$8.84M +$91.1K +206 +1%
SVWAG
1210
Sound View Wealth Advisors Group
Georgia
$8.82M +$748K +1,692 +10%
ECG
1211
Edge Capital Group
Georgia
$8.82M -$549K -1,242 -6%
FPCP
1212
Fort Point Capital Partners
California
$8.81M +$174K +394 +2%
JPWM
1213
Jamison Private Wealth Management
Georgia
$8.81M +$245K +554 +3%
HBCM
1214
Heron Bay Capital Management
Michigan
$8.8M -$623K -1,408 -7%
PBC
1215
Pavion Blue Capital
California
$8.8M -$7.08K -16 -0.1%
MMPW
1216
Mitchell McLeod Pugh & Williams
Alabama
$8.79M +$84K +190 +1%
OP
1217
ORG Partners
Indiana
$8.77M -$13.4M -30,210 -61%
WA
1218
WBH Advisory
Maryland
$8.74M +$64.1K +145 +0.8%
FI
1219
Financial Insights
Washington
$8.73M -$372K -842 -4%
CHA
1220
Carmichael Hill & Associates
Maryland
$8.73M -$49.5K -112 -0.6%
CWC
1221
Carolinas Wealth Consulting
North Carolina
$8.72M +$876K +1,981 +12%
TSWM
1222
Tyler-Stone Wealth Management
Ohio
$8.71M +$4.43M +10,015 +112%
BB
1223
Burford Brothers
Texas
$8.71M +$1.02M +2,300 +14%
DWT
1224
Dorsey & Whitney Trust
South Dakota
$8.7M +$433K +979 +5%
TIM
1225
Tortoise Investment Management
New York
$8.7M +$152K +343 +2%

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.