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Berkshire Hathaway Class A

1,023 hedge funds and large institutions have $63.3B invested in Berkshire Hathaway Class A in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 91 increasing their positions, 132 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
14.88%
Holding in Top 10
121
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.92%
% of All Funds
1.76%
New
45
Increased
91
Reduced
132
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
801
JFG Wealth Management
Colorado
$612K
CSPIA
802
Cary Street Partners Investment Advisory
Virginia
$612K
AWA
803
Artemis Wealth Advisors
New York
$612K
EBT
804
Enterprise Bank & Trust
Massachusetts
$612K
LSPW
805
Lake Street Private Wealth
Illinois
$612K
PBC
806
Pavion Blue Capital
California
$612K
RZH
807
Relyea Zuckerberg Hanson
Connecticut
$612K
KWM
808
Kingsview Wealth Management
Oregon
$612K
SAM
809
Secure Asset Management
Michigan
$612K
CC
810
Copperleaf Capital
North Carolina
$612K
3F
811
360 Financial
Minnesota
$612K
TCBWMS
812
Texas Capital Bank Wealth Management Services
Texas
$612K
CWA
813
Capital Wealth Alliance
Arizona
$612K
OPS
814
Orion Portfolio Solutions
Nebraska
$612K
RWB
815
RMR Wealth Builders
New Jersey
$612K
AGC
816
Aspen Grove Capital
Colorado
$612K
CTFG
817
Capstone Triton Financial Group
Oklahoma
$612K
NIA
818
NIA Impact Advisors
California
$612K
NAG
819
Northstar Advisory Group
New Jersey
$612K
CWP
820
Concord Wealth Partners
Virginia
$612K
IAIM
821
International Assets Investment Management
Florida
$612K
SFA
822
Source Financial Advisors
New York
$612K
JWM
823
Jeppson Wealth Management
California
$612K
GGS
824
Galvin Gaustad & Stein
Arizona
$612K
LAI
825
Legal Advantage Investments
California
$612K