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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
NPT
1226
National Philanthropic Trust
Pennsylvania
$8.69M +$676K +1,528 +9%
FG
1227
Foster Group
Iowa
$8.66M -$89.3K -202 -1%
HIMC
1228
Heritage Investors Management Corp
Maryland
$8.66M -$23.9K -54 -0.3%
MPAM
1229
Murphy Pohlad Asset Management
Minnesota
$8.65M -$209K -473 -2%
CA
1230
Cambridge Advisors
Nebraska
$8.63M -$9.73K -22 -0.1%
MWA
1231
Moser Wealth Advisors
Washington
$8.61M +$61.9K +140 +0.8%
IHL
1232
Investment House LLC
California
$8.6M +$3.21M +7,249 +63%
SAM
1233
Strategy Asset Managers
California
$8.6M -$940K -2,126 -10%
CAM
1234
Costello Asset Management
Pennsylvania
$8.55M +$156K +352 +2%
AGP
1235
Autumn Glory Partners
Texas
$8.55M +$2.69M +6,083 +49%
SC
1236
Swan Capital
Florida
$8.54M -$3.13M -7,084 -28%
FWSM
1237
First Wilshire Securities Management
California
$8.53M -$19K -43 -0.2%
CFM
1238
Capricorn Fund Managers
United Kingdom
$8.52M
ACP
1239
Aviance Capital Partners
Florida
$8.52M +$63.2K +143 +0.8%
RCWM
1240
Royal Capital Wealth Management
Indiana
$8.49M -$39.8K -90 -0.5%
LIA
1241
LS Investment Advisors
Michigan
$8.49M -$215K -486 -3%
WHRC
1242
W.H. Reaves & Co
New Jersey
$8.46M -$1.12M -2,525 -12%
BFC
1243
Bedel Financial Consulting
Indiana
$8.46M -$30.1K -68 -0.4%
PI
1244
PFG Investments
New York
$8.43M +$1.39M +3,133 +21%
HAFG
1245
Hansen & Associates Financial Group
California
$8.43M +$8.08M +18,265 New
GAM
1246
Grandview Asset Management
Pennsylvania
$8.4M -$122K -277 -1%
CAM
1247
Councilmark Asset Management
Tennessee
$8.4M
SC
1248
Stephens Consulting
Michigan
$8.38M -$66.8K -151 -0.8%
MNBTD
1249
Moody National Bank Trust Division
Texas
$8.36M +$3.92M +8,854 +95%
TL
1250
Tradewinds LLC
North Carolina
$8.36M +$145K +328 +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.