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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 %
SC
3001
Skylands Capital
Wisconsin
$793K
CCG
3002
Capital CS Group
California
$793K
BEC
3003
Blue Edge Capital
Virginia
$792K
NFSG
3004
Newbridge Financial Services Group
Florida
$790K -$257K -632 -25%
GL
3005
Gerber LLC
Ohio
$788K
BBPWM
3006
Blue Bell Private Wealth Management
Pennsylvania
$788K +$2.03K +5 +0.3%
SFS
3007
Security Financial Services
Indiana
$787K -$518K -1,274 -40%
OFW
3008
Omnia Family Wealth
Florida
$785K +$32.5K +80 +4%
IPAM
3009
Investment Partners Asset Management
New Jersey
$784K
ATC
3010
Advantage Trust Company
Kansas
$784K
LWM
3011
LJI Wealth Management
Indiana
$784K +$407 +1 +0.1%
DP
3012
Dearborn Partners
Illinois
$783K +$31.3K +77 +4%
GWMIA
3013
Global Wealth Management Investment Advisory
Florida
$781K +$132K +324 +20%
PS
3014
Planned Solutions
California
$779K
SOW
3015
State of Wyoming
Wyoming
$778K -$804K -1,976 -51%
CWA
3016
Choice Wealth Advisors
Maine
$778K -$16.3K -40 -2%
GFG
3017
Goldstone Financial Group
Illinois
$776K +$66.3K +163 +9%
CWP
3018
Curated Wealth Partners
California
$775K +$775K +1,904 New
WCM
3019
Wealthcare Capital Management
Virginia
$774K +$504K +1,240 +187%
TC
3020
TradeLink Capital
Illinois
$773K +$773K +1,900 New
CMA
3021
Cedar Mountain Advisors
Oregon
$773K
KWM
3022
KFG Wealth Management
Indiana
$773K +$2.03K +5 +0.3%
WDG
3023
Wealth Dimensions Group
Ohio
$771K -$57.4K -141 -7%
MFA
3024
McClarren Financial Advisors
Pennsylvania
$769K +$412K +2,181 +116%
GA
3025
Gordian Advisors
Arizona
$769K