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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 %
CAM
3226
Crestone Asset Management
Colorado
$579K +$47.9K +114 +9%
AIA
3227
Affinity Investment Advisors
California
$579K
OWA
3228
Outlook Wealth Advisors
Texas
$579K -$38.7K -92 -6%
EFA
3229
Edge Financial Advisors
Illinois
$578K +$578K +1,375 New
MS
3230
Madden Securities
Texas
$578K +$115K +274 +25%
KCM
3231
KRS Capital Management
Michigan
$577K -$13.5K -32 -2%
AWM
3232
AAF Wealth Management
Massachusetts
$576K
BFP
3233
Briaud Financial Planning
Texas
$576K +$576K +1,369 New
RIG
3234
Renaissance Investment Group
Massachusetts
$576K
CHA
3235
Cooper/Haims Advisors
New York
$575K
WCP
3236
Wick Capital Partners
Pennsylvania
$574K
MAM
3237
Mainsail Asset Management
Alabama
$574K
AWMNH
3238
Arcadia Wealth Management (New Hampshire)
New Hampshire
$572K +$14.3K +34 +3%
4WM
3239
49 Wealth Management
Texas
$571K -$34K -81 -6%
GAM
3240
Gould Asset Management
California
$570K -$25.2K -60 -4%
PCA
3241
Private Capital Advisors
Connecticut
$568K +$8.41K +20 +2%
SWM
3242
Selective Wealth Management
Virginia
$568K +$95.3K +233 +20%
LWA
3243
Ledgewood Wealth Advisors
New Hampshire
$568K
BE
3244
Bonness Enterprises
District of Columbia
$568K
EC
3245
EdgeRock Capital
Colorado
$568K +$21.9K +52 +4%
SAI
3246
Systematic Alpha Investments
New Jersey
$566K
IWA
3247
IVC Wealth Advisors
Pennsylvania
$566K -$421 -1 -0.1%
AIA
3248
Angeles Investment Advisors
California
$566K +$3.79K +9 +0.7%
MM
3249
Meridian Management
Arkansas
$564K +$2.94K +7 +0.5%
IAP
3250
Indie Asset Partners
Indiana
$564K -$2.1K -5 -0.4%