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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
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$265M +$10.3M +25,231 +4%
Millennium Management
127
Millennium Management
New York
$264M +$79.1M +193,513 +42%
Rafferty Asset Management
128
Rafferty Asset Management
New York
$259M -$1.32M -3,238 -0.5%
DekaBank Deutsche Girozentrale
129
DekaBank Deutsche Girozentrale
Germany
$253M +$2.95M +7,219 +1%
Pictet Asset Management
130
Pictet Asset Management
Switzerland
$252M +$15.5M +37,971 +7%
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$250M +$140M +342,143 +125%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$249M -$12.7M -31,190 -5%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$246M -$22.3M -54,520 -8%
SO
134
STRS Ohio
Ohio
$240M -$6.39M -15,648 -3%
AACR
135
ACR Alpine Capital Research
Missouri
$240M -$3.95M -9,662 -2%
O
136
Ossiam
France
$235M -$32M -78,200 -12%
SL
137
SWF LLC
Nebraska
$234M
MC
138
Metropolis Capital
United Kingdom
$234M -$6.74M -16,497 -3%
American Century Companies
139
American Century Companies
Missouri
$231M -$8.33M -20,382 -3%
MMH
140
Menora Mivtachim Holdings
Israel
$230M +$53.1M +130,037 +30%
Fayez Sarofim & Co
141
Fayez Sarofim & Co
Texas
$225M +$95.1M +232,855 +72%
ESBC
142
E.S. Barr & Co
Kentucky
$223M -$2.45M -6,003 -1%
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
$221M +$16.4M +40,018 +8%
SC
144
Scotia Capital
Ontario, Canada
$218M +$11.6M +28,360 +6%
Cerity Partners
145
Cerity Partners
New York
$216M -$6.06M -14,824 -3%
GIM
146
Greylin Investment Management
Virginia
$215M -$4.46M -10,926 -2%
KAS
147
Kestra Advisory Services
Texas
$215M +$43.8M +107,266 +26%
DC
148
Davenport & Co
Virginia
$213M -$1.39M -3,408 -0.6%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$213M +$1.44M +3,528 +0.7%
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$212M +$20.7M +50,703 +11%

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.