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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 %
SI
2901
SimpliFi Inc
California
$875K
JFGLC
2902
Johnson Financial Group LLC (Colorado)
Colorado
$874K -$119K -293 -12%
HG
2903
Harbor Group
New Hampshire
$873K
SWM
2904
Sugarloaf Wealth Management
Georgia
$871K +$2.85K +7 +0.3%
CBT
2905
CoreFirst Bank & Trust
Kansas
$870K
BFA
2906
Beacon Financial Advisory
Ohio
$868K +$65.5K +161 +8%
KWAG
2907
Kiely Wealth Advisory Group
North Carolina
$867K +$5.16K +12 +0.6%
CAM
2908
Congress Asset Management
Massachusetts
$864K
DWM
2909
Defined Wealth Management
Oregon
$863K +$17.5K +43 +2%
S
2910
Sunpointe
Missouri
$863K +$88.3K +217 +11%
WWC
2911
Waypoint Wealth Counsel
Georgia
$861K +$24.4K +60 +3%
IFA
2912
Index Fund Advisors
California
$861K +$65.5K +161 +8%
BC
2913
Belmont Capital
California
$860K -$27.7K -68 -3%
FA
2914
Financial Alternatives
California
$859K +$112K +275 +15%
AHL
2915
Abel Hall LLC
Louisiana
$858K +$63.5K +156 +8%
GG
2916
Gleason Group
Kentucky
$858K
PCS
2917
Private Client Services
Kentucky
$858K +$15.1K +37 +2%
TWP
2918
Tempus Wealth Planning
California
$857K +$35.8K +88 +4%
ACM
2919
Argyle Capital Management
Pennsylvania
$854K +$854K +2,100 New
WTFG
2920
Wells Trecaso Financial Group
Ohio
$854K
DI
2921
DDFG Inc
California
$854K
MGAM
2922
McGowan Group Asset Management
Texas
$853K +$814 +2 +0.1%
ACM
2923
Argent Capital Management
Missouri
$851K -$299K -736 -26%
MA
2924
MBA Advisors
Pennsylvania
$849K -$39.5K -97 -4%
EGWAG
2925
Elwood & Goetz Wealth Advisory Group
Georgia
$849K -$1.63K -4 -0.2%