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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 %
VFPW
3176
Vantage Financial Partners (Wisconsin)
Wisconsin
$625K +$25.7K +61 +4%
GIM
3177
Guild Investment Management
California
$624K +$13.9K +33 +2%
PGF
3178
Plan Group Financial
Oklahoma
$622K +$9.25K +22 +2%
CFG
3179
Carr Financial Group
Massachusetts
$622K +$4.21K +10 +0.7%
AA
3180
AJ Advisors
Tennessee
$620K +$44.6K +106 +8%
DPI
3181
Diversified Portfolios Inc
Michigan
$620K
BMM
3182
Berkshire Money Management
Massachusetts
$619K +$619K +1,472 New
OWA
3183
Opal Wealth Advisors
New York
$619K -$23.1K -55 -4%
TCBWMS
3184
Texas Capital Bank Wealth Management Services
Texas
$619K +$14.7K +35 +2%
IWS
3185
Integrity Wealth Solutions
Colorado
$618K +$72.3K +172 +13%
RCA
3186
Ranch Capital Advisors
Florida
$618K +$26.9K +64 +5%
CIAS
3187
CBIZ Investment Advisory Services
Ohio
$617K +$98K +233 +19%
SIC
3188
Shoker Investment Counsel
Ohio
$617K -$18.9K -45 -3%
SC
3189
Schiavi & Co
Delaware
$616K -$21K -50 -3%
CWM
3190
Compass Wealth Management
Connecticut
$616K +$158K +375 +34%
JWM
3191
JGP Wealth Management
Oregon
$614K
LCM
3192
Logan Capital Management
Pennsylvania
$613K -$841 -2 -0.1%
ACM
3193
Absolute Capital Management
Pennsylvania
$611K +$611K +1,452 New
MAM
3194
Milestone Asset Management
Pennsylvania
$608K -$29K -69 -5%
CIC
3195
Concord Investment Counsel
California
$607K +$607K +1,444 New
HP
3196
Hilltop Partners
Indiana
$606K +$126K +300 +26%
IHWM
3197
Iron Horse Wealth Management
Iowa
$606K
ST
3198
Sentinel Trust
Texas
$603K
HCM
3199
Highview Capital Management
Illinois
$602K -$50K -119 -8%
CWM
3200
Cedar Wealth Management
California
$600K -$1.26K -3 -0.2%