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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 %
GWM
3126
Gitterman Wealth Management
New Jersey
$664K -$84.1K -200 -11%
TBNY
3127
Trustco Bank (New York)
New York
$663K -$42.1K -100 -6%
KSWWM
3128
Keyes Stange & Wooten Wealth Management
Florida
$662K
GWP
3129
Gateway Wealth Partners
Wisconsin
$661K -$66.9K -159 -9%
DAM
3130
Derbend Asset Management
Georgia
$661K +$661K +1,571 New
HFS
3131
HBC Financial Services
Washington
$660K -$31.8K -80 -5%
BFWA
3132
Benchmark Financial Wealth Advisors
Florida
$659K +$36.2K +86 +6%
BGAI
3133
Bruce G. Allen Investments
Colorado
$659K -$14.7K -35 -2%
PA
3134
PFW Advisors
Georgia
$657K +$10.1K +24 +2%
HI
3135
Human Investing
Oregon
$656K +$19.3K +46 +3%
PWA
3136
Primoris Wealth Advisors
Florida
$656K +$58.5K +143 +10%
SVWG
3137
Shared Vision Wealth Group
United States
$654K
SDJVC
3138
St. Denis J. Villere & Co
Louisiana
$653K +$653K +1,553 New
CCM
3139
Coerente Capital Management
Ontario, Canada
$653K -$18.9K -45 -3%
LA
3140
Lifeworks Advisors
Michigan
$653K +$215K +511 +49%
RAG
3141
RIA Advisory Group
Iowa
$652K -$42.5K -101 -6%
FF
3142
Farrow Financial
Vermont
$652K -$42.1K -100 -6%
ETIA
3143
Epic Trust Investment Advisors
Washington
$651K
ML
3144
Mayport LLC
Massachusetts
$651K +$48.4K +115 +8%
CG
3145
Corundum Group
Colorado
$647K -$21.4K -51 -3%
ST
3146
Somerset Trust
Pennsylvania
$645K +$29.4K +70 +5%
FFA
3147
Frazier Financial Advisors
Ohio
$644K +$83.3K +198 +15%
TWP
3148
Tower Wealth Partners
Pennsylvania
$643K -$126K -300 -16%
AHC
3149
Adell Harriman & Carpenter
Texas
$642K +$71.5K +170 +13%
FWI
3150
Facet Wealth Inc
Maryland
$642K -$97.2K -240 -13%