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Berkshire Hathaway Class A

1,025 hedge funds and large institutions have $64.2B invested in Berkshire Hathaway Class A in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 76 increasing their positions, 111 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
14.86%
Holding in Top 10
130
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.44%
% of All Funds
1.88%
New
61
Increased
76
Reduced
111
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
801
Wealth Alliance
New York
$634K
KWM
802
Kingsview Wealth Management
Oregon
$634K
CWA
803
Capital Wealth Alliance
Arizona
$634K
OPS
804
Orion Portfolio Solutions
Nebraska
$634K
RWB
805
RMR Wealth Builders
New Jersey
$634K
AGC
806
Aspen Grove Capital
Colorado
$634K
AIFAIM
807
American Institute for Advanced Investment Management
Arizona
$634K
CTFG
808
Capstone Triton Financial Group
Oklahoma
$634K
SFA
809
Source Financial Advisors
New York
$634K
JWM
810
Jeppson Wealth Management
California
$634K
LAI
811
Legal Advantage Investments
California
$634K
HBCM
812
Heron Bay Capital Management
Michigan
$634K
MAM
813
MMA Asset Management
Pennsylvania
$634K
AFS
814
Annapolis Financial Services
Maryland
$634K
CBT
815
CoreFirst Bank & Trust
Kansas
$634K
OFA
816
Oak Family Advisors
Illinois
$634K
LSWM
817
Lorne Steinberg Wealth Management
Canada
$634K
MFA
818
Mayflower Financial Advisors
Massachusetts
$634K
CGPCS
819
Capital Group Private Client Services
California
$634K
GWM
820
Gitterman Wealth Management
New Jersey
$634K
TB
821
Treynor Bancshares
Iowa
$634K
KA
822
Kercheville Advisors
Texas
$634K
MPCG
823
Matrix Private Capital Group
New York
$634K
SHFA
824
SC&H Financial Advisors
Maryland
$634K
DLPIC
825
Davide Leone & Partners Investment Company
United Kingdom
$634K