BRK.B icon

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 %
AAIM
2851
American Assets Investment Management
California
$946K
SIA
2852
Spectrum Investment Advisors
Wisconsin
$941K +$292K +695 +45%
SRC
2853
Sage Rhino Capital
California
$940K +$37K +88 +4%
RG
2854
Renaissance Group
Kentucky
$940K -$16.7K -40 -2%
WDC
2855
Woodward Diversified Capital
California
$939K -$97.1K -231 -9%
JWS
2856
Juncture Wealth Strategies
Arizona
$939K -$2.52K -6 -0.3%
AW
2857
Apricus Wealth
South Carolina
$938K +$21K +50 +2%
APIM
2858
Agate Pass Investment Management
Washington
$937K +$67.7K +161 +8%
SF
2859
Safeguard Financial
Wisconsin
$936K -$10.1K -24 -1%
HCA
2860
Heck Capital Advisors
Wisconsin
$935K -$24.8K -59 -3%
WRPWM
2861
Werba Rubin Papier Wealth Management
California
$934K +$511K +1,214 +120%
CWM
2862
Concentric Wealth Management
California
$934K -$7.15K -17 -0.8%
SCI
2863
Stableford Capital II
Arizona
$933K -$70.2K -167 -7%
PFM
2864
Phillips Financial Management
Indiana
$929K -$31.1K -74 -3%
SL
2865
Salomon & Ludwin
Virginia
$929K +$39.1K +93 +4%
FOA
2866
Five Oceans Advisors
California
$927K +$421 +1 +0%
MWM
2867
Maripau Wealth Management
Indiana
$926K +$235K +558 +34%
JC
2868
Jentner Corp
Ohio
$926K
AC
2869
AXQ Capital
New Jersey
$925K -$631K -1,500 -41%
IF
2870
IRON Financial
Illinois
$925K +$24.4K +58 +3%
VH
2871
Visionary Horizons
Tennessee
$924K
FF
2872
Francis Financial
$922K +$63.5K +151 +7%
MA
2873
MBA Advisors
Pennsylvania
$919K +$55.1K +131 +6%
BWM
2874
Birchcreek Wealth Management
Ohio
$919K +$260K +619 +40%
SIA
2875
Sage Investment Advisers
New York
$918K -$24.8K -59 -3%