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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 %
KWA
3126
Kellett Wealth Advisors
Ohio
$678K -$763K -1,875 -53%
PIFP
3127
Partners in Financial Planning
Virginia
$678K
KAS
3128
KPP Advisory Services
Kentucky
$676K +$339K +834 +101%
PIM
3129
Progressive Investment Management
Oregon
$675K
CRI
3130
Commonwealth Retirement Investments
Virginia
$673K
JC
3131
Jentner Corp
Ohio
$672K -$223K -548 -25%
WMP
3132
Wealth Management Partners
Arizona
$672K -$10.2K -25 -1%
IAA
3133
Ironsides Asset Advisors
North Carolina
$671K -$346K -850 -34%
TCM
3134
Tradewinds Capital Management
Washington
$671K
WCP
3135
Wick Capital Partners
Pennsylvania
$671K +$116K +285 +21%
HP
3136
Holistic Planning
Texas
$670K
CPSC
3137
Carl P. Sherr & Co
Massachusetts
$669K -$61K -150 -8%
WFO
3138
Wealthgate Family Office
Colorado
$669K
BWM
3139
Bulltick Wealth Management
Florida
$667K -$1.11M -2,728 -62%
MC
3140
Matisse Capital
Oregon
$667K
BMA
3141
Brooks Moore & Associates
Tennessee
$665K
HWM
3142
Horizons Wealth Management
North Carolina
$660K +$41.3K +95 +7%
DA
3143
Doliver Advisors
Texas
$659K
ACC
3144
Acorn Creek Capital
Colorado
$658K +$116K +286 +21%
OHWP
3145
Oak Harbor Wealth Partners
North Carolina
$657K -$18.7K -46 -3%
BCM
3146
BTC Capital Management
Iowa
$657K
KPWG
3147
KFA Private Wealth Group
Virginia
$655K -$838K -2,061 -56%
HB
3148
Horizon Bancorp
Indiana
$653K
FDS
3149
First Dallas Securities
Texas
$652K +$814 +2 +0.1%
VW
3150
Veridan Wealth
Oregon
$651K +$651K +1,341 New