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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 %
JTWM
2951
Jackson Thornton Wealth Management
Alabama
$845K -$2.1K -5 -0.2%
EWA
2952
ERTS Wealth Advisors
Michigan
$844K +$421 +1 +0%
CISOA
2953
Capital Investment Services of America
Wisconsin
$842K
TLFA
2954
True Link Financial Advisors
California
$837K +$837K +1,990 New
SP
2955
Sequent Planning
Nebraska
$836K +$836K +1,989 New
AHC
2956
Anderson Hoagland & Co
Missouri
$833K
BWM
2957
BNC Wealth Management
Oregon
$831K -$5.46M -12,974 -87%
SA
2958
Strategic Advocates
Utah
$831K
BFA
2959
Beacon Financial Advisory
Ohio
$830K -$55.1K -131 -6%
IWP
2960
IAG Wealth Partners
Wisconsin
$828K +$231K +550 +39%
SLC
2961
Second Line Capital
Louisiana
$828K +$828K +1,968 New
PA
2962
Probity Advisors
Texas
$827K -$8.83K -21 -1%
KIC
2963
Keating Investment Counselors
Florida
$824K -$516K -1,228 -39%
AFS
2964
Annapolis Financial Services
Maryland
$824K -$206K -490 -20%
NL
2965
Navalign LLC
California
$824K -$20.6K -49 -2%
CPA
2966
Clear Point Advisors
New York
$823K -$2.1K -5 -0.3%
IFA
2967
Index Fund Advisors
California
$822K +$42.5K +101 +5%
AHL
2968
Abel Hall LLC
Louisiana
$821K +$20.2K +48 +3%
CWA
2969
Choice Wealth Advisors
Maine
$821K
SC
2970
Skylands Capital
Wisconsin
$820K -$21K -50 -3%
CCG
2971
Capital CS Group
California
$820K
MSG
2972
Main Street Group
Virginia
$820K +$80.7K +192 +11%
BEC
2973
Blue Edge Capital
Virginia
$819K -$2.1K -5 -0.3%
EA
2974
Emerald Advisors
Washington
$814K
GL
2975
Gerber LLC
Ohio
$814K +$84.1K +200 +12%