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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 %
BBPWM
2976
Blue Bell Private Wealth Management
Pennsylvania
$812K +$81.6K +194 +11%
IPAM
2977
Investment Partners Asset Management
New Jersey
$811K +$75.7K +180 +10%
GHAM
2978
Gilman Hill Asset Management
Connecticut
$811K +$811K +1,928 New
ATC
2979
Advantage Trust Company
Kansas
$810K
LWM
2980
LJI Wealth Management
Indiana
$810K +$28.6K +68 +4%
KWAG
2981
Kiely Wealth Advisory Group
North Carolina
$809K
PS
2982
Planned Solutions
California
$805K -$156K -371 -16%
LF
2983
LifePlan Financial
Minnesota
$803K -$2.1K -5 -0.3%
S
2984
Sunpointe
Missouri
$801K +$56.8K +135 +8%
LFA
2985
Level Financial Advisors
New York
$800K
APW
2986
Austin Private Wealth
Texas
$800K -$54.6K -130 -6%
CMA
2987
Cedar Mountain Advisors
Oregon
$799K -$32.4K -77 -4%
KWM
2988
KFG Wealth Management
Indiana
$796K +$169K +401 +27%
WAM
2989
Winslow Asset Management
Ohio
$796K -$12.6K -30 -2%
RPA
2990
Rock Point Advisors
Vermont
$795K +$98.4K +234 +14%
GA
2991
Gordian Advisors
Arizona
$795K
MFA
2992
McClarren Financial Advisors
Pennsylvania
$794K
OA
2993
Oceanside Advisors
South Carolina
$791K +$156K +370 +24%
MCM
2994
Mattern Capital Management
Colorado
$791K +$281K +668 +55%
CTB
2995
Country Trust Bank
Illinois
$791K -$188K -447 -19%
ECM
2996
Estabrook Capital Management
New York
$791K
RA
2997
Riversedge Advisors
Delaware
$791K +$125K +298 +19%
WFA
2998
WestHill Financial Advisors
California
$790K +$7.99K +19 +1%
VWA
2999
VERITY Wealth Advisors
United States
$788K +$17.7K +42 +2%
LG
3000
LAM Group
Oregon
$788K