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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 %
DDPIC
3201
Deroy & Devereaux Private Investment Counsel
Michigan
$607K
LFA
3202
Level Financial Advisors
New York
$607K -$168K -412 -22%
LCM
3203
Lazari Capital Management
California
$607K +$134K +329 +28%
WCWM
3204
Wooster Corthell Wealth Management
Connecticut
$606K -$10.2K -25 -2%
PIAS
3205
PCA Investment Advisory Services
Ohio
$606K +$407 +1 +0.1%
CFG
3206
Carr Financial Group
Massachusetts
$604K +$2.03K +5 +0.3%
PGF
3207
Plan Group Financial
Oklahoma
$600K -$1.63K -4 -0.3%
SWM
3208
Sterling Wealth Management
Illinois
$600K +$22.4K +55 +4%
HCM
3209
Hengehold Capital Management
Ohio
$597K +$106K +260 +22%
CIAS
3210
CBIZ Investment Advisory Services
Ohio
$597K
BWL
3211
Bogart Wealth LLC
Virginia
$596K -$11K -27 -2%
ST
3212
Sentinel Trust
Texas
$596K +$12.6K +31 +2%
CWM
3213
Compass Wealth Management
Connecticut
$596K
SC
3214
Schiavi & Co
Delaware
$596K
BBA
3215
Braun-Bostich & Associates
Pennsylvania
$595K -$67.5K -166 -10%
ES
3216
Eagle Strategies
New York
$594K -$6.02M -14,799 -91%
LCM
3217
Logan Capital Management
Pennsylvania
$593K
AHB
3218
Abner Herrman & Brock
New Jersey
$593K +$218K +536 +58%
SIC
3219
Shoker Investment Counsel
Ohio
$591K -$6.1K -15 -1%
ACM
3220
Absolute Capital Management
Pennsylvania
$591K
FF
3221
Farrow Financial
Vermont
$590K -$40.7K -100 -6%
AHC
3222
Adell Harriman & Carpenter
Texas
$589K -$32.6K -80 -5%
BGAI
3223
Bruce G. Allen Investments
Colorado
$584K -$52.9K -130 -8%
FGA
3224
Fortis Group Advisors
New Jersey
$584K +$360K +884 +160%
CWM
3225
Cedar Wealth Management
California
$583K +$2.85K +7 +0.5%