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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
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$207M +$716K +1,753 +0.3%
SI
152
Scharf Investments
California
$205M -$28.5M -69,851 -12%
Asset Management One
153
Asset Management One
Japan
$204M +$798K +1,953 +0.4%
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$204M -$24.9M -60,887 -11%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$203M -$49.2M -120,362 -19%
VNIM
156
Vaughan Nelson Investment Management
Texas
$198M -$9.42M -23,058 -5%
GC
157
Giverny Capital
Quebec, Canada
$197M +$1.84M +4,495 +0.9%
State of New Jersey Common Pension Fund D
158
State of New Jersey Common Pension Fund D
New Jersey
$197M -$109M -266,549 -36%
MIM
159
MetLife Investment Management
New Jersey
$197M +$23.3M +56,994 +13%
GHC
160
Graham Holdings Company
Virginia
$196M
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$196M +$4.04M +9,899 +2%
Victory Capital Management
162
Victory Capital Management
Texas
$192M -$1.51M -3,701 -0.8%
Empower Advisory Group
163
Empower Advisory Group
Colorado
$192M -$885K -2,166 -0.5%
Allianz Asset Management
164
Allianz Asset Management
Germany
$188M +$37M +90,667 +24%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$185M -$2M -4,885 -1%
CF
166
Corebridge Financial
Texas
$183M +$183M +448,645 New
GIA
167
Gateway Investment Advisers
Ohio
$182M -$3.7M -9,044 -2%
RCG
168
Ruane, Cunniff & Goldfarb
New York
$179M -$4.74M -11,601 -3%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$178M +$8.67M +21,227 +5%
CWM
170
CIBC World Markets
New York
$172M -$7.22M -17,676 -4%
RAM
171
Resona Asset Management
Japan
$171M -$9.57M -23,410 -5%
BCWM
172
Bartlett & Co Wealth Management
Ohio
$170M +$1.92M +4,707 +1%
PI
173
PineBridge Investments
New York
$169M +$34.4M +84,294 +25%
Allspring Global Investments
174
Allspring Global Investments
North Carolina
$169M +$15.6M +38,088 +10%
William Blair & Company
175
William Blair & Company
Illinois
$165M +$4.33M +10,605 +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.