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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
TL
1276
Tradewinds LLC
North Carolina
$7.26M +$1.12M +2,739 +18%
SSA
1277
Schonfeld Strategic Advisors
New York
$7.25M -$3.02M -7,382 -29%
ST
1278
Sabal Trust
Florida
$7.24M -$710K -1,737 -9%
BONH
1279
Bank of New Hampshire
New Hampshire
$7.22M -$40.9K -100 -0.6%
CFGS
1280
Concourse Financial Group Securities
Alabama
$7.2M +$150K +366 +2%
LC
1281
Lindbrook Capital
California
$7.19M +$1.12M +2,744 +18%
CAM
1282
Centre Asset Management
New York
$7.19M +$162K +396 +2%
TIM
1283
Tevis Investment Management
Texas
$7.16M +$176K +430 +3%
TPI
1284
Trust Point Inc
Wisconsin
$7.16M +$422K +1,033 +6%
CCAM
1285
Codex Capital Asset Management
Texas
$7.13M +$7.16M +17,525 New
TW
1286
TritonPoint Wealth
Maryland
$7.13M -$409K -1,001 -5%
FHA
1287
Flagship Harbor Advisors
Massachusetts
$7.12M +$752K +1,840 +12%
SVWAG
1288
Sound View Wealth Advisors Group
Georgia
$7.11M -$58.8K -144 -0.8%
SCA
1289
Sander Capital Advisors
Washington
$7.1M -$651K -1,593 -8%
CWA
1290
Clarity Wealth Advisors
California
$7.1M -$189K -462 -3%
SAM
1291
Strategy Asset Managers
California
$7.09M +$742K +1,816 +10%
CWM
1292
Circle Wealth Management
New Jersey
$7.09M +$4.09K +10 +0.1%
ONB
1293
Old National Bancorp
Indiana
$7.08M +$107K +263 +2%
CastleKeep Investment Advisors
1294
CastleKeep Investment Advisors
Connecticut
$7.08M -$1.23M -3,019 -15%
CFP
1295
Cascade Financial Partners
California
$7.06M -$56K -137 -0.8%
NPT
1296
National Philanthropic Trust
Pennsylvania
$7.06M -$205K -501 -3%
CIC
1297
Crawford Investment Counsel
Georgia
$7.06M +$29K +71 +0.4%
SFI
1298
Siemens Fonds Invest
Germany
$7.03M +$21.2K +52 +0.3%
MSFS
1299
Main Street Financial Solutions
Pennsylvania
$7.01M +$1.52M +3,711 +27%
FHA
1300
First Horizon Advisors
Tennessee
$7M +$468K +1,145 +7%

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.