We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

4,112 hedge funds and large institutions have $396B invested in Berkshire Hathaway Class B in 2024 Q3 according to their latest regulatory filings, with 205 funds opening new positions, 1,637 increasing their positions, 1,618 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 84

70% more call options, than puts

Call options by funds: $10.5B | Put options by funds: $6.2B

13% more capital invested

Capital invested by funds: $349B → $396B (+$46.8B)

6% more funds holding in top 10

Funds holding in top 10: 671708 (+37)

2% more funds holding

Funds holding: 4,0374,112 (+75)

1% more repeat investments, than reductions

Existing positions increased: 1,637 | Existing positions reduced: 1,618

0.92% more ownership

Funds ownership: 65.59%66.51% (+0.92%)

Holders
4,112
Holders Change
+75
Holders Change %
+1.86%
% of All Funds
58.99%
Holding in Top 10
708
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+5.51%
% of All Funds
10.16%
New
205
Increased
1,637
Reduced
1,618
Closed
84
Calls
$10.5B
Puts
$6.2B
Net Calls
+$4.34B
Net Calls Change
+$574M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.4B +$1.01B +2,293,822 +2%
BlackRock
2
BlackRock
New York
$50.6B +$1.15B +2,593,063 +2%
State Street
3
State Street
Massachusetts
$32.4B +$520M +1,175,849 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$16.9B +$401M +905,820 +3%
Morgan Stanley
5
Morgan Stanley
New York
$12.2B +$694M +1,568,680 +6%
Gates Foundation Trust
6
Gates Foundation Trust
Washington
$10.2B -$1.1B -2,482,589 -10%
Northern Trust
7
Northern Trust
Illinois
$7.05B -$159M -359,866 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$6.46B +$1.51B +3,409,587 +32%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$5.8B -$80.3M -181,487 -1%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$5.05B -$2.51M -5,666 -0.1%
Charles Schwab
11
Charles Schwab
California
$4.88B +$68.6M +155,225 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$4.81B +$376M +851,412 +9%
Bank of America
13
Bank of America
North Carolina
$4.55B -$91.4M -206,644 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.38B -$169M -381,419 -4%
Goldman Sachs
15
Goldman Sachs
New York
$3.6B -$3.47M -7,846 -0.1%
Norges Bank
16
Norges Bank
Norway
$3.57B -$1.29B -2,922,807 -27%
Barclays
17
Barclays
United Kingdom
$3.55B +$363M +820,076 +12%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$3.47B -$82M -185,356 -2%
UBS AM
19
UBS AM
Illinois
$2.85B -$16.2M -36,714 -0.6%
Legal & General Group
20
Legal & General Group
United Kingdom
$2.84B -$77.7M -175,675 -3%
Nuveen
21
Nuveen
North Carolina
$2.75B -$47.8M -108,096 -2%
UBS Group
22
UBS Group
Switzerland
$2.59B +$59.8M +135,322 +2%
Invesco
23
Invesco
Georgia
$2.43B +$409M +923,943 +21%
Wells Fargo
24
Wells Fargo
California
$2.32B +$19.4M +43,919 +0.9%
Amundi
25
Amundi
France
$2.27B +$432M +977,788 +24%

BRK.B Hedge Fund Activity: Q3 2024 in Review

4,112 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2024, worth a combined $396B — up 13% from $349B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new BRK.B positions and 84 closed out — a net gain of 121 holders — while 1,637 added to existing stakes and 1,618 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $3.74B. The largest seller was Norges Bank, cutting an estimated $1.29B.

  • 4,112 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2024, up from 4,037 in Q2 2024.
  • Funds reported $396B of Berkshire Hathaway Class B stock for Q3 2024, up 13% quarter-over-quarter.
  • 205 funds opened new Berkshire Hathaway Class B positions in Q3 2024 and 84 closed out, a net change of +121 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2024 was International Assets Investment Management, an estimated $3.74B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2024 was Norges Bank, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2024.