BRK.B icon

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 %
CCA
3201
Cora Capital Advisors
New Jersey
$600K
NRG
3202
Nemes Rush Group
Michigan
$598K -$26.5K -63 -4%
KLWA
3203
Kelly Lawrence W & Associates
California
$598K -$42.1K -100 -7%
FA
3204
Financial Advisors
Massachusetts
$598K
SWM
3205
Sterling Wealth Management
Illinois
$597K
JCIA
3206
Jackson Creek Investment Advisors
Colorado
$597K
LSIA
3207
LaSalle St. Investment Advisors
Illinois
$597K +$31.2K +85 +6%
MCM
3208
Mendel Capital Management
Arkansas
$595K -$85.4K -203 -13%
FFM
3209
Fullerton Fund Management
Singapore
$593K +$593K +1,410 New
BBWA
3210
Bell & Brown Wealth Advisors
California
$592K
HAFS
3211
Hapanowicz & Associates Financial Services
Pennsylvania
$592K
DRD
3212
Dennis R. Delaney
$591K -$210K -500 -26%
RFS
3213
Richardson Financial Services
Massachusetts
$591K -$143K -340 -19%
MCA
3214
Martin Capital Advisors
Texas
$590K
BIA
3215
Benchmark Investment Advisors
Illinois
$588K -$74.4K -177 -11%
FFO
3216
Fortitude Family Office
Arizona
$588K
YWM
3217
Yoder Wealth Management
California
$587K -$30.3K -72 -5%
CSWM
3218
Cassady Schiller Wealth Management
Ohio
$586K
UAG
3219
United Advisor Group
Ohio
$586K +$586K +1,393 New
MFT
3220
Moisand Fitzgerald Tamayo
Florida
$585K -$5.05K -12 -0.9%
DFG
3221
Demars Financial Group
Washington
$582K
AWM
3222
Alterna Wealth Management
Texas
$582K +$582K +1,383 New
AL
3223
ADE LLC
Maryland
$580K
FAG
3224
Fortitude Advisory Group
Washington
$580K +$228K +542 +65%
FA
3225
FC Advisory
Pennsylvania
$579K -$78.2K -186 -12%