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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
CHA
1226
Carmichael Hill & Associates
Maryland
$7.76M -$296K -725 -4%
GEA
1227
Glen Eagle Advisors
New Jersey
$7.75M +$395K +966 +5%
FG
1228
Foster Group
Iowa
$7.74M +$27.4K +67 +0.4%
FM
1229
Family Management
New York
$7.73M +$155K +380 +2%
CFG
1230
Cooper Financial Group
California
$7.73M +$928K +2,271 +14%
MP
1231
McDonald Partners
Ohio
$7.72M +$65K +159 +0.8%
LIA
1232
LS Investment Advisors
Michigan
$7.7M
MMPW
1233
Mitchell McLeod Pugh & Williams
Alabama
$7.69M +$54.8K +134 +0.7%
HIMC
1234
Heritage Investors Management Corp
Maryland
$7.67M -$262K -640 -3%
WA
1235
WBH Advisory
Maryland
$7.67M +$27.4K +67 +0.4%
AL
1236
ACAS LLC
California
$7.65M +$410K +1,003 +6%
STB
1237
S&T Bank
Pennsylvania
$7.64M -$1.66M -4,065 -18%
CA
1238
Cambridge Advisors
Nebraska
$7.64M +$146K +357 +2%
CI
1239
CX Institutional
Indiana
$7.63M +$1.19M +2,921 +18%
FPCP
1240
Fort Point Capital Partners
California
$7.63M +$24.5K +60 +0.3%
DS
1241
DRW Securities
Illinois
$7.61M +$7.65M +18,713 New
AC
1242
Abbrea Capital
California
$7.56M -$284K -695 -4%
JPWM
1243
Jamison Private Wealth Management
Georgia
$7.56M +$119K +291 +2%
MWA
1244
Moser Wealth Advisors
Washington
$7.56M +$40.5K +99 +0.5%
FWSM
1245
First Wilshire Securities Management
California
$7.55M +$259K +635 +4%
TIM
1246
Tortoise Investment Management
New York
$7.55M +$273K +668 +4%
RCWM
1247
Royal Capital Wealth Management
Indiana
$7.54M +$323K +790 +4%
GAM
1248
Grandview Asset Management
Pennsylvania
$7.54M +$2.86K +7 +0%
CFM
1249
Capricorn Fund Managers
United Kingdom
$7.53M
AAG
1250
Armstrong Advisory Group
Massachusetts
$7.53M +$26.2K +64 +0.3%

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.