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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 %
GWM
3026
GDS Wealth Management
Texas
$769K +$64.3K +158 +9%
MPCG
3027
Matrix Private Capital Group
New York
$769K +$54.9K +135 +8%
CCM
3028
Cohen Capital Management
California
$767K +$60.6K +149 +9%
GF
3029
Goodman Financial
Texas
$766K +$257K +631 +50%
OA
3030
Oceanside Advisors
South Carolina
$766K
ECM
3031
Estabrook Capital Management
New York
$765K
VWA
3032
VERITY Wealth Advisors
United States
$763K
LG
3033
LAM Group
Oregon
$762K
FCA
3034
FinTrust Capital Advisors
South Carolina
$761K -$112K -275 -13%
ZB
3035
Zions Bancorporation
Utah
$761K -$220K -541 -22%
CAAM
3036
Cornerstone Advisors Asset Management
Pennsylvania
$761K
PFP
3037
Paragon Financial Partners
California
$761K
OFP
3038
OLIO Financial Planning
Virginia
$759K
NWA
3039
New World Advisors
Massachusetts
$759K
WFA
3040
WestHill Financial Advisors
California
$758K -$6.1K -15 -0.8%
CS
3041
Capital Square
Tennessee
$756K +$436 +1 +0.1%
WIM
3042
Warwick Investment Management
Texas
$755K +$31.3K +77 +4%
CFG
3043
Clayton Financial Group
Missouri
$754K
LF
3044
LifePlan Financial
Minnesota
$753K -$24.4K -60 -3%
RSC
3045
Red Spruce Capital
Pennsylvania
$750K +$65.9K +162 +10%
PWSG
3046
Pacific Wealth Strategies Group
California
$750K
LC
3047
Landaas & Company
Wisconsin
$749K +$7.33K +18 +1%
MWM
3048
Meritas Wealth Management
California
$749K
SPA
3049
Shore Point Advisors
New Jersey
$749K
OAM
3050
Oak Asset Management
California
$749K