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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
VT
1251
Vise Technologies
New York
$8.33M +$1.86M +4,206 +30%
CFGS
1252
Concourse Financial Group Securities
Alabama
$8.32M +$168K +380 +2%
MF
1253
Montis Financial
Massachusetts
$8.32M -$149K -338 -2%
BIMC
1254
Benson Investment Management Company
Virginia
$8.32M -$49.1K -111 -0.6%
DIA
1255
Dana Investment Advisors
Wisconsin
$8.3M +$1.67M +3,784 +27%
CI
1256
Cigna Investments
Connecticut
$8.29M -$65.4K -148 -0.8%
TIM
1257
Tevis Investment Management
Texas
$8.29M +$180K +406 +2%
BWP
1258
Baldwin Wealth Partners
Massachusetts
$8.29M +$803K +1,816 +11%
SWM
1259
Salvus Wealth Management
New Jersey
$8.28M +$61.5K +139 +0.8%
Boston Partners
1260
Boston Partners
Massachusetts
$8.28M -$1.2B -2,716,626 -99%
CWA
1261
Clarity Wealth Advisors
California
$8.28M +$235K +532 +3%
MBTD
1262
Mechanics Bank - Trust Department
California
$8.27M -$89.3K -202 -1%
PFGIA
1263
Patriot Financial Group Insurance Agency
Massachusetts
$8.25M +$382K +863 +5%
CastleKeep Investment Advisors
1264
CastleKeep Investment Advisors
Connecticut
$8.25M +$233K +527 +3%
SCA
1265
Sandy Cove Advisors
Massachusetts
$8.24M +$564K +1,275 +8%
DWP
1266
Destiny Wealth Partners
Florida
$8.24M -$4.86K -11 -0.1%
KCG
1267
Kinsale Capital Group
Virginia
$8.24M +$1.04M +2,361 +15%
ISB
1268
Iowa State Bank
Iowa
$8.23M +$9.29K +21 +0.1%
ST
1269
Sabal Trust
Florida
$8.2M +$10.6K +24 +0.1%
CRC
1270
Curi RMB Capital
Illinois
$8.18M +$926K +2,094 +13%
CIM
1271
Chiron Investment Management
New York
$8.17M +$7.84M +17,741 New
CIC
1272
Crawford Investment Counsel
Georgia
$8.15M +$153K +347 +2%
CPC
1273
Congress Park Capital
New York
$8.14M -$87.1K -197 -1%
BONH
1274
Bank of New Hampshire
New Hampshire
$8.09M -$83.1K -188 -1%
CCAM
1275
Codex Capital Asset Management
Texas
$8.07M

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.