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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 %
3F
2851
360 Financial
Minnesota
$941K
CCFM
2852
Clear Creek Financial Management
Washington
$939K +$13.4K +33 +1%
WPW
2853
Warther Private Wealth
Ohio
$938K -$95.6K -235 -9%
SRC
2854
Sage Rhino Capital
California
$937K +$27.7K +68 +3%
SFP
2855
Sterling Financial Planning
New Jersey
$934K -$13K -32 -1%
MPW
2856
MGO Private Wealth
California
$934K -$12.2K -30 -1%
VH
2857
Visionary Horizons
Tennessee
$932K
SP
2858
Sequent Planning
Nebraska
$931K +$125K +308 +15%
RPSA
2859
Richard P. Slaughter Associates
Texas
$930K -$53.7K -132 -5%
SWRP
2860
Summit Wealth & Retirement Planning
California
$930K +$232K +571 +33%
PFG
2861
Prosperity Financial Group
California
$930K +$235K +577 +34%
TIM
2862
Total Investment Management
Arizona
$929K -$52.1K -128 -5%
TFO
2863
Tarbox Family Office
California
$926K -$4.88K -12 -0.5%
QFA
2864
Quantum Financial Advisors
California
$923K
6F
2865
626 Financial
Michigan
$921K
RG
2866
Renaissance Group
Kentucky
$920K +$2.85K +7 +0.3%
LRWA
2867
Long Run Wealth Advisors
New York
$919K -$36.6K -90 -4%
UW
2868
Unique Wealth
Florida
$919K +$165K +406 +22%
MWM
2869
Mascoma Wealth Management
New Hampshire
$916K -$67.9K -167 -7%
AAIM
2870
American Assets Investment Management
California
$915K
AA
2871
Acorns Advisers
California
$915K +$253K +622 +38%
AFAS
2872
Acorn Financial Advisory Services
Virginia
$913K -$59.8K -147 -6%
WDC
2873
Woodward Diversified Capital
California
$912K +$2.85K +7 +0.3%
RWA
2874
Redmont Wealth Advisors
Illinois
$910K -$162K -397 -15%
LGA
2875
Lebenthal Global Advisors
New York
$909K -$35K -86 -4%