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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 %
DWMS
3151
Dominguez Wealth Management Solutions
Virginia
$642K
JHCP
3152
Jackson Hole Capital Partners
Oklahoma
$642K +$31.5K +75 +5%
W
3153
WealthCollab
Washington
$641K -$7.15K -17 -1%
RFS
3154
Retirement Financial Solutions
Tennessee
$640K -$61.4K -146 -9%
AIFAIM
3155
American Institute for Advanced Investment Management
Arizona
$640K
OA
3156
Operose Advisors
Wisconsin
$639K +$280K +665 +78%
DIP
3157
DT Investment Partners
Pennsylvania
$638K
AC
3158
Anson Capital
Georgia
$637K -$13K -31 -2%
WCWM
3159
Wooster Corthell Wealth Management
Connecticut
$637K +$2.94K +7 +0.5%
AWM
3160
Accel Wealth Management
Iowa
$637K +$42.1K +100 +7%
PWM
3161
Paulson Wealth Management
Illinois
$635K +$421 +1 +0.1%
LWM
3162
Luminvest Wealth Management
Arizona
$633K
RCM
3163
RNC Capital Management
California
$633K -$131K -312 -17%
LWMM
3164
Legacy Wealth Management (Mississippi)
Mississippi
$631K
CP
3165
Capital Planning
Washington
$631K +$210K +500 +50%
BCM
3166
Bayesian Capital Management
New York
$631K +$631K +1,500 New
T
3167
TrueFG
Texas
$630K
LA
3168
Latitude Advisors
Florida
$630K -$52.1K -124 -8%
MFC
3169
Mechanics Financial Corp
Ohio
$629K -$42.1K -100 -6%
BWL
3170
Bogart Wealth LLC
Virginia
$628K -$53.8K -128 -8%
PPWM
3171
PFG Private Wealth Management
Florida
$628K
CWM
3172
Cherrydale Wealth Management
New Jersey
$627K +$97.6K +232 +18%
DDPIC
3173
Deroy & Devereaux Private Investment Counsel
Michigan
$627K -$42.1K -100 -6%
PIAS
3174
PCA Investment Advisory Services
Ohio
$626K -$38.7K -92 -6%
EL
3175
EWA LLC
Pennsylvania
$625K +$226K +549 +57%