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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 %
BCP
3101
Blackhawk Capital Partners
Wisconsin
$688K -$77K -183 -10%
BMA
3102
Brooks Moore & Associates
Tennessee
$688K
RSWA
3103
Robinson Smith Wealth Advisors
Maine
$685K +$45.8K +109 +7%
BBA
3104
Braun-Bostich & Associates
Pennsylvania
$685K +$55.9K +133 +9%
AA
3105
Acorns Advisers
California
$684K +$206K +491 +43%
DA
3106
Doliver Advisors
Texas
$681K -$10.5K -25 -2%
BCM
3107
BTC Capital Management
Iowa
$679K +$679K +1,614 New
PA
3108
Planning Alternatives
Michigan
$678K
KWM
3109
Kolinsky Wealth Management
New Jersey
$677K +$83.3K +198 +14%
WBC
3110
West Branch Capital
Massachusetts
$676K +$296K +703 +78%
LFA
3111
LGT Financial Advisors
Texas
$676K
HB
3112
Horizon Bancorp
Indiana
$675K -$11.4K -27 -2%
MCWA
3113
Meadow Creek Wealth Advisors
Georgia
$675K +$675K +1,605 New
SFA
3114
Source Financial Advisors
New York
$674K +$3.79K +9 +0.6%
FDS
3115
First Dallas Securities
Texas
$673K
GWMIA
3116
Global Wealth Management Investment Advisory
Florida
$671K +$50.5K +120 +8%
HP
3117
Holistic Planning
Texas
$670K -$421 -1 -0.1%
MFG
3118
Mosaic Financial Group
Illinois
$669K +$669K +1,592 New
T
3119
Tidemark
California
$668K +$94.6K +225 +17%
MFG
3120
Menard Financial Group
Texas
$667K +$667K +1,587 New
ACM
3121
AUA Capital Management
Pennsylvania
$666K -$66.9K -159 -9%
NFP
3122
NorthLanding Financial Partners
New York
$665K
FFG
3123
Fortem Financial Group
California
$665K -$63.1K -150 -9%
BAWC
3124
Boyce & Associates Wealth Consulting
Texas
$665K
CWA
3125
Carolina Wealth Advisors
South Carolina
$664K