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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 %
JGUA
3076
John G. Ullman & Associates
New York
$732K
SWM
3077
Sendero Wealth Management
Texas
$730K +$18.3K +45 +3%
EL
3078
EWA LLC
Pennsylvania
$730K +$70.7K +163 +11%
MFG
3079
Menard Financial Group
Texas
$729K +$83.4K +205 +13%
CIA
3080
Caerus Investment Advisors
Texas
$729K
MWA
3081
MFA Wealth Advisors
Pennsylvania
$727K
FWP
3082
Falcon Wealth Planning
California
$726K +$37K +91 +5%
HFS
3083
HBC Financial Services
Washington
$726K
ORG
3084
Optimist Retirement Group
Washington
$726K +$24.4K +60 +3%
SAM
3085
Selway Asset Management
$724K -$205K -505 -22%
CNWM
3086
Clay Northam Wealth Management
California
$724K
PCG
3087
PFC Capital Group
California
$724K
SFC
3088
SYM Financial Corp
Indiana
$723K +$231K +569 +47%
GWP
3089
Gateway Wealth Partners
Wisconsin
$721K +$82.2K +202 +13%
MWA
3090
Motive Wealth Advisors
Michigan
$721K +$407 +1 +0.1%
IWP
3091
IAG Wealth Partners
Wisconsin
$720K -$81.4K -200 -10%
TAM
3092
Trillium Asset Management
Massachusetts
$720K -$114K -281 -14%
WCFA
3093
Walkner Condon Financial Advisors
Wisconsin
$719K +$29.7K +73 +4%
OW
3094
Olistico Wealth
Oklahoma
$718K
NCTC
3095
New Covenant Trust Company
Indiana
$718K -$14.8K -34 -2%
DSC
3096
Duncker Streett & Co
Missouri
$715K
KWM
3097
Kolinsky Wealth Management
New Jersey
$714K +$58.2K +143 +9%
JWWM
3098
Johnson & White Wealth Management
Pennsylvania
$713K +$713K +1,752 New
UL
3099
Unionview LLC
Washington
$710K
AGA
3100
Arkos Global Advisors
Texas
$707K -$526K -1,294 -43%