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Berkshire Hathaway Class B

3,973 hedge funds and large institutions have $356B invested in Berkshire Hathaway Class B in 2024 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 1,592 increasing their positions, 1,570 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,973
Holders Change
+82
Holders Change %
+2.11%
% of All Funds
57.59%
Holding in Top 10
721
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+10.58%
% of All Funds
10.45%
New
237
Increased
1,592
Reduced
1,570
Closed
101
Calls
$8.72B
Puts
$4.68B
Net Calls
+$4.04B
Net Calls Change
+$1.66B
Name Holding Trade Value Shares
Change
Shares
Change %
3F
2826
360 Financial
Minnesota
$973K
CSC
2827
Caldwell Sutter Capital
California
$972K -$41.6K -99 -4%
ACM
2828
Ategra Capital Management
Virginia
$971K
TCM
2829
Towneley Capital Management
California
$968K -$1.26K -3 -0.1%
TA
2830
TCM Advisors
West Virginia
$967K -$856K
CWM
2831
CCG Wealth Management
California
$967K +$559K +1,330 +137%
WCM
2832
Washburn Capital Management
Florida
$966K +$136K +323 +16%
WA
2833
Wealthstream Advisors
New York
$966K +$18.9K +45 +2%
GPA
2834
Garrison Point Advisors
California
$966K -$67.3K -160 -7%
VBCG
2835
Valley Brook Capital Group
Pennsylvania
$965K +$33.6K +80 +4%
TFO
2836
Tarbox Family Office
California
$962K +$42.1K +100 +5%
SPWG
2837
Syntegra Private Wealth Group
Missouri
$962K +$42.1K +100 +5%
AWM
2838
Act Wealth Management
Texas
$962K -$34.9K -83 -4%
SAM
2839
Selway Asset Management
$961K
GFG
2840
Greystone Financial Group
Michigan
$960K +$47.5K +113 +5%
FIM
2841
FWL Investment Management
Texas
$957K +$210K +500 +28%
LI
2842
LRI Investments
Florida
$957K +$957K +2,276 New
OPPS
2843
Obsidian Personal Planning Solutions
Maryland
$957K -$48.4K -122 -5%
CCFM
2844
Clear Creek Financial Management
Washington
$957K +$242K +576 +34%
CAM
2845
Concorde Asset Management
Michigan
$957K -$31.1K -74 -3%
TCG
2846
Transcendent Capital Group
Oklahoma
$956K -$186K -442 -16%
SFC
2847
Strategic Financial Concepts
Texas
$955K +$955K +2,270 New
QFA
2848
Quantum Financial Advisors
California
$954K +$253K +601 +36%
6F
2849
626 Financial
Michigan
$952K
CC
2850
Centiva Capital
New York
$949K +$949K +2,256 New