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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
SFG
176
Sather Financial Group
Texas
$164M +$10.2M +24,877 +7%
BIM
177
Bridges Investment Management
Nebraska
$164M +$67.5M +165,254 +70%
COPPSERS
178
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$162M -$724K -1,773 -0.4%
Pathstone Holdings
179
Pathstone Holdings
New Jersey
$158M -$17.9M -43,689 -10%
QP
180
Quilter Plc
United Kingdom
$158M +$4.97M +12,152 +3%
Nomura Asset Management
181
Nomura Asset Management
Japan
$158M +$4.72M +11,558 +3%
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157M +$3.67M +8,973 +2%
Citadel Advisors
183
Citadel Advisors
Florida
$156M +$17.8M +43,497 +13%
ASRS
184
Arizona State Retirement System
Arizona
$155M +$1.6M +3,905 +1%
ProShare Advisors
185
ProShare Advisors
Maryland
$154M +$3.65M +8,924 +2%
CS
186
Cannell & Spears
New York
$152M -$291K -712 -0.2%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$151M +$2.3M +5,630 +2%
Comerica Bank
188
Comerica Bank
Texas
$149M -$2.87M -7,030 -2%
AB
189
Amalgamated Bank
New York
$149M -$3.61M -8,836 -2%
MIS
190
Morningstar Investment Services
Illinois
$148M -$1.2M -2,928 -0.8%
MIHAS
191
Maj Invest Holding A/S
Denmark
$146M +$18.3M +44,893 +14%
MCI
192
McDonald Capital Investors
California
$145M -$1.74M -4,270 -1%
Squarepoint
193
Squarepoint
New York
$145M -$24.1M -58,997 -14%
JWBC
194
John W. Bristol & Co
New York
$144M -$3.26M -7,969 -2%
HHAA
195
Henry H. Armstrong Associates
Pennsylvania
$143M -$1.01M -2,472 -0.7%
EIP
196
Epoch Investment Partners
New York
$143M -$4.98M -12,181 -3%
SOMRS
197
State of Michigan Retirement System
Michigan
$142M -$8.38M -20,520 -6%
SBCM
198
Schwerin Boyle Capital Management
Massachusetts
$141M -$633K -1,550 -0.4%
PA
199
Paralel Advisors
Colorado
$140M
CNB
200
Czech National Bank
Czech Republic
$140M +$10.2M +24,849 +8%

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.