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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 %
VAF
3251
Values Added Financial
District of Columbia
$563K
PJWM
3252
Philip James Wealth Mangement
Georgia
$562K +$193K +459 +52%
CCM
3253
Cutler Capital Management
Massachusetts
$562K
CL
3254
CSS LLC
Illinois
$561K
BCCM
3255
Bridge Creek Capital Management
Massachusetts
$560K
MFC
3256
Morris Financial Concepts
South Carolina
$560K -$7.57K -18 -1%
ACC
3257
Acorn Creek Capital
Colorado
$560K +$102K +242 +22%
MF
3258
Manchester Financial
California
$559K -$3.79K -9 -0.7%
B
3259
BetterWealth
California
$558K
BCP
3260
Berkeley Capital Partners
Georgia
$558K -$24.8K -59 -4%
FWA
3261
FSC Wealth Advisors
New York
$558K -$4.21K -10 -0.7%
CKAIS
3262
Christensen King & Associates Investment Services
Washington
$558K
PS
3263
Portfolio Strategies
New York
$557K -$417K -991 -43%
CASB
3264
Cape Ann Savings Bank
Massachusetts
$556K
SCM
3265
SKBA Capital Management
California
$555K -$46.3K -110 -8%
WGC
3266
Watts Gwilliam & Co
Arizona
$553K +$553K +1,348 New
OWA
3267
ORBA Wealth Advisors
Illinois
$553K +$154K +367 +39%
KOMWMG
3268
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$552K -$58K -138 -10%
CFS
3269
Commonwealth Financial Services
West Virginia
$552K
GFPC
3270
Global Financial Private Client
Florida
$550K
RC
3271
Rovin Capital
Arizona
$550K -$14.7K -35 -3%
CL
3272
COWA LLC
Oklahoma
$549K
PWM
3273
Power Wealth Management
Georgia
$548K +$107K +255 +24%
TWM
3274
Trevian Wealth Management
Massachusetts
$548K -$5.04K -12 -0.9%
RFN
3275
Redwood Financial Network
Ohio
$547K