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Berkshire Hathaway Class B

4,002 hedge funds and large institutions have $349B invested in Berkshire Hathaway Class B in 2024 Q2 according to their latest regulatory filings, with 187 funds opening new positions, 1,717 increasing their positions, 1,437 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,002
Holders Change
+29
Holders Change %
+0.73%
% of All Funds
58.2%
Holding in Top 10
665
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-7.77%
% of All Funds
9.67%
New
187
Increased
1,717
Reduced
1,437
Closed
100
Calls
$8.42B
Puts
$4.65B
Net Calls
+$3.76B
Net Calls Change
-$274M
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
2751
Perissos Private Wealth Management
Oklahoma
$1.05M -$4.07K -10 -0.4%
DIP
2752
DT Investment Partners
Pennsylvania
$1.04M +$425K +1,045 +69%
WWM
2753
Wagner Wealth Management
South Carolina
$1.04M +$97.2K +239 +10%
TB
2754
Treynor Bancshares
Iowa
$1.04M -$2.11M -5,187 -67%
FNWA
2755
Financial Network Wealth Advisors
Utah
$1.04M +$1.22K +3 +0.1%
BPFA
2756
Barnes Pettey Financial Advisors
Mississippi
$1.04M -$153K -375 -13%
CIA
2757
Cascade Investment Advisors
Oregon
$1.04M -$20.3K -50 -2%
WF
2758
Warner Financial
Maryland
$1.04M -$30.5K -75 -3%
SAM
2759
Sawgrass Asset Management
Florida
$1.04M
BWA
2760
BlueSky Wealth Advisors
North Carolina
$1.04M +$834K +2,050 +408%
IAG
2761
Investmark Advisory Group
Connecticut
$1.04M
CSPAM
2762
Cary Street Partners Asset Management
Virginia
$1.04M +$507K +1,246 +96%
FP
2763
Financial Perspectives
Minnesota
$1.03M
BCMLT
2764
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.03M +$160K +393 +18%
VBCG
2765
Valley Brook Capital Group
Pennsylvania
$1.03M +$97.6K +240 +10%
CWM
2766
CarsonAllaria Wealth Management
Illinois
$1.03M
AI
2767
Atom Investors
Texas
$1.03M +$1.03M +2,528 New
NFP
2768
Narus Financial Partners
Utah
$1.03M +$15.9K +39 +2%
EIG
2769
Ellenbecker Investment Group
Wisconsin
$1.03M -$5.7K -14 -0.6%
SWIG
2770
Strategic Wealth Investment Group
Kentucky
$1.03M +$1.03M +2,534 New
MWM
2771
Maripau Wealth Management
Indiana
$1.03M +$129K +318 +14%
TF
2772
TLWM Financial
Texas
$1.03M +$18.3K +45 +2%
HFW
2773
Horizon Family Wealth
Illinois
$1.02M
JVBC
2774
J.V. Bruni & Co
Colorado
$1.02M -$25.6K -63 -2%
FFB
2775
First Financial Bankshares
Texas
$1.02M -$2.75M -6,750 -73%