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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 %
PC
3151
Port Capital
Illinois
$651K -$82.1K -202 -11%
LWM
3152
Luminvest Wealth Management
Arizona
$649K +$7.33K +16 +1%
SPI
3153
Sutton Place Investors
New York
$649K -$73.2K -180 -10%
MFG
3154
Mosaic Financial Group
Illinois
$648K
LA
3155
Lifeworks Advisors
Michigan
$646K +$14.2K +35 +2%
VFG
3156
Victory Financial Group
Texas
$645K -$22.8K -56 -3%
ACM
3157
AUA Capital Management
Pennsylvania
$644K
HCC
3158
Hirtle Callaghan & Co
Pennsylvania
$644K -$692K -1,701 -52%
BAWC
3159
Boyce & Associates Wealth Consulting
Texas
$643K
CWA
3160
Carolina Wealth Advisors
South Carolina
$643K
GWM
3161
Gitterman Wealth Management
New Jersey
$642K
TBNY
3162
Trustco Bank (New York)
New York
$642K
KSWWM
3163
Keyes Stange & Wooten Wealth Management
Florida
$641K
TCBWMS
3164
Texas Capital Bank Wealth Management Services
Texas
$640K +$41.5K +102 +7%
CHA
3165
Cooper/Haims Advisors
New York
$635K +$78.9K +194 +14%
SVWG
3166
Shared Vision Wealth Group
United States
$633K
SFA
3167
Source Financial Advisors
New York
$633K -$18.7K -46 -3%
SDJVC
3168
St. Denis J. Villere & Co
Louisiana
$632K
SCM
3169
Saxony Capital Management
Missouri
$631K -$110K -270 -15%
GIM
3170
Guild Investment Management
California
$631K +$27.3K +67 +5%
ML
3171
Mayport LLC
Massachusetts
$630K
CWM
3172
Campbell Wealth Management
Virginia
$629K -$48.8K -120 -7%
APWA
3173
Atlas Private Wealth Advisors
New Jersey
$628K +$249K +612 +66%
DWMS
3174
Dominguez Wealth Management Solutions
Virginia
$624K +$3.66K +9 +0.6%
ST
3175
Somerset Trust
Pennsylvania
$624K