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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
LAM
1351
L2 Asset Management
Massachusetts
$6.52M -$1.87M -4,579 -22%
PAM
1352
Pegasus Asset Management
New York
$6.51M +$277K +677 +4%
PFA
1353
Pure Financial Advisors
California
$6.49M +$71.1K +174 +1%
MIH
1354
Meitav Investment House
Israel
$6.49M +$192K +471 +3%
AC
1355
Apella Capital
Connecticut
$6.47M +$1.53M +3,740 +31%
EPW
1356
Evergreen Private Wealth
Colorado
$6.47M +$81.3K +199 +1%
ACM
1357
AKRE Capital Management
Virginia
$6.47M -$243K -595 -4%
AF
1358
Aldebaran Financial
$6.46M +$28.6K +70 +0.4%
AC
1359
Avestar Capital
New York
$6.44M -$293K -717 -4%
PCM
1360
Pointe Capital Management
Michigan
$6.43M -$57.2K -140 -0.9%
1SB
1361
1ST Source Bank
Indiana
$6.43M +$7.36K +18 +0.1%
SGI
1362
Summit Global Investments
Utah
$6.43M -$1.68M -4,117 -21%
EWA
1363
Evolution Wealth Advisors
Florida
$6.43M +$430K +1,052 +7%
FSA
1364
Fort Sheridan Advisors
Illinois
$6.42M +$313K +766 +5%
BOH
1365
Bank of Hawaii
Hawaii
$6.42M -$637K -1,559 -9%
QI
1366
Qtron Investments
Massachusetts
$6.4M +$49K +120 +0.8%
PP
1367
Pacifica Partners
Canada
$6.4M -$858K -2,100 -12%
CRC
1368
Curi RMB Capital
Illinois
$6.38M -$329K -804 -5%
CP
1369
Clayton Partners
California
$6.33M -$76.8K -188 -1%
KCG
1370
Kinsale Capital Group
Virginia
$6.32M +$1.13M +2,769 +22%
CSI
1371
Cross Staff Investments
New York
$6.29M -$84.2K -206 -1%
ACIM
1372
Azimuth Capital Investment Management
Michigan
$6.28M -$191K -467 -3%
AFA
1373
AllGen Financial Advisors
Florida
$6.28M +$301K +736 +5%
PIM
1374
Penobscot Investment Management
Massachusetts
$6.24M +$521K +1,275 +9%
TPWA
1375
TRUE Private Wealth Advisors
Oregon
$6.24M -$173K -424 -3%

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.