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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
BFC
1251
Bedel Financial Consulting
Indiana
$7.5M -$125K -305 -2%
MF
1252
Montis Financial
Massachusetts
$7.49M -$342K -837 -4%
LWL
1253
Leo Wealth LLC
Texas
$7.47M +$1.66M +4,063 +28%
ACP
1254
Aviance Capital Partners
Florida
$7.47M +$113K +277 +2%
SC
1255
Stephens Consulting
Michigan
$7.47M +$882K +2,159 +13%
APP
1256
Avantax Planning Partners
Iowa
$7.47M -$173K -423 -2%
RIA
1257
Realta Investment Advisors
Delaware
$7.44M +$894K +2,189 +14%
CAM
1258
Councilmark Asset Management
Tennessee
$7.42M
CAM
1259
Costello Asset Management
Pennsylvania
$7.41M +$1.03M +2,521 +16%
BIMC
1260
Benson Investment Management Company
Virginia
$7.4M -$4.09K -10 -0.1%
CCT
1261
Chemung Canal Trust
New York
$7.39M -$190K -464 -2%
SAS
1262
Stelac Advisory Services
New York
$7.39M +$19.2K +47 +0.3%
MBTD
1263
Mechanics Bank - Trust Department
California
$7.39M -$210K -514 -3%
CI
1264
Cigna Investments
Connecticut
$7.39M -$122K -298 -2%
BCM
1265
Brasada Capital Management
Texas
$7.39M -$1.33M -3,253 -16%
SCM
1266
Shorepath Capital Management
Utah
$7.37M +$49.4K +121 +0.7%
BA
1267
Bridgewater Advisors
New York
$7.36M +$1.87M +4,579 +37%
FCP
1268
Fidelis Capital Partners
Florida
$7.31M +$973K +2,380 +16%
DWT
1269
Dorsey & Whitney Trust
South Dakota
$7.29M +$28.6K +70 +0.4%
DWP
1270
Destiny Wealth Partners
Florida
$7.29M -$40K -98 -0.5%
PCP
1271
Proficio Capital Partners
Massachusetts
$7.27M +$451K +1,104 +7%
CPC
1272
Congress Park Capital
New York
$7.27M -$419K -1,026 -5%
GWSG
1273
GPS Wealth Strategies Group
Colorado
$7.27M +$44.5K +109 +0.6%
ISB
1274
Iowa State Bank
Iowa
$7.26M -$409K -1,000 -5%
SWM
1275
Salvus Wealth Management
New Jersey
$7.26M -$104K -254 -1%

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.