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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
KGC
1301
Kennon-Green & Company
Ohio
$7M -$98.5K -241 -1%
HNW
1302
High Note Wealth
Minnesota
$6.98M +$355K +870 +5%
CAC
1303
Core Alternative Capital
Georgia
$6.96M +$172K +421 +3%
TF
1304
Trek Financial
Arizona
$6.96M -$2.35M -5,748 -25%
PFGIA
1305
Patriot Financial Group Insurance Agency
Massachusetts
$6.94M +$186K +454 +3%
DA
1306
DCM Advisors
New York
$6.94M -$997K -2,441 -13%
CA
1307
Commerzbank Aktiengesellschaft
Germany
$6.94M +$195K +477 +3%
CWC
1308
Carolinas Wealth Consulting
North Carolina
$6.91M +$1.06M +2,597 +18%
NP
1309
Nilsine Partners
Colorado
$6.9M +$73.1K +179 +1%
ACM
1310
Alpha Capital Management
Texas
$6.9M +$33.5K +82 +0.5%
LWANC
1311
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.9M -$135K -330 -2%
MCM
1312
McDonough Capital Management
Florida
$6.89M +$265K +649 +4%
BA
1313
Birinyi Associates
Connecticut
$6.89M -$62.1K -152 -0.9%
CM
1314
Cornerstone Management
Georgia
$6.88M -$178K -435 -3%
GC
1315
Grimes & Company
Massachusetts
$6.88M -$47.4K -116 -0.7%
GCM
1316
Glynn Capital Management
California
$6.87M
CAAS
1317
Capital Asset Advisory Services
Michigan
$6.87M -$260K -636 -4%
PP
1318
Paloma Partners
Connecticut
$6.84M +$6.53M +15,974 +1,882%
TCM
1319
Traynor Capital Management
Pennsylvania
$6.82M +$797K +1,950 +13%
DLA
1320
Douglas Lane & Associates
New York
$6.82M -$97.7K -239 -1%
RAM
1321
Redmond Asset Management
Virginia
$6.81M -$147K -359 -2%
WG
1322
Watchman Group
Texas
$6.81M +$18K +44 +0.3%
TC
1323
TwinBeech Capital
New York
$6.77M +$6.8M +16,642 New
SCA
1324
Sandy Cove Advisors
Massachusetts
$6.77M +$438K +1,072 +7%
BB
1325
Burford Brothers
Texas
$6.76M +$2.29M +5,604 +51%

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.