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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 %
OBWG
2876
Onyx Bridge Wealth Group
New York
$906K -$129K -318 -12%
KAM
2877
Knightsbridge Asset Management
California
$905K -$60.2K -148 -6%
WBC
2878
West Branch Capital
Massachusetts
$905K +$251K +616 +38%
AWM
2879
Austin Wealth Management
Texas
$904K +$5.86K +14 +0.7%
HCA
2880
Heck Capital Advisors
Wisconsin
$901K -$3.66K -9 -0.4%
CWM
2881
Concentric Wealth Management
California
$900K -$4.07K -10 -0.5%
GPA
2882
Garrison Point Advisors
California
$899K -$35K -86 -4%
IF
2883
IRON Financial
Illinois
$895K
SWM
2884
Selective Wealth Management
Virginia
$895K +$325K +791 +57%
COCM
2885
Charter Oak Capital Management
New Hampshire
$892K -$723K -1,778 -45%
THWM
2886
Taylor Hoffman Wealth Management
Virginia
$891K +$137K +337 +18%
CPCP
2887
Cedar Point Capital Partners
Iowa
$890K +$15.5K +38 +2%
HS
2888
Horan Securities
United States
$890K +$40.7K +100 +5%
MWA
2889
Monograph Wealth Advisors
California
$889K -$102K -250 -10%
EA
2890
Emerald Advisors
Washington
$889K +$102K +250 +13%
T
2891
TNF
Montana
$888K +$888K +2,051 New
AW
2892
Apricus Wealth
South Carolina
$887K -$20.3K -50 -2%
SIA
2893
Sage Investment Advisers
New York
$886K -$2.85K -7 -0.3%
FNBTCON
2894
First National Bank & Trust Co of Newtown
Pennsylvania
$885K -$173K -425 -16%
FIBT
2895
First International Bank & Trust
North Dakota
$881K
CAL
2896
Capital Advisors Ltd
Ohio
$881K +$31.7K +78 +4%
RLIM
2897
Red Lighthouse Investment Management
New York
$879K +$3.25K +8 +0.4%
OHWA
2898
Oak Hill Wealth Advisors
Virginia
$878K +$878K +2,158 New
MSWM
2899
McGlone Suttner Wealth Management
Wisconsin
$877K -$28.5K -80 -3%
UWM
2900
USAdvisors Wealth Management
Minnesota
$875K +$45.1K +111 +5%