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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 %
KOMWMG
3301
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$524K -$10.2K -25 -2%
PIM
3302
Provident Investment Management
Michigan
$524K +$145K +357 +38%
FFM
3303
Fullerton Fund Management
Singapore
$522K -$51.7K -127 -9%
CIM
3304
Contravisory Investment Management
Massachusetts
$520K -$8.54K -21 -2%
TWM
3305
Trevian Wealth Management
Massachusetts
$520K -$10.2K -25 -2%
DIM
3306
DLK Investment Management
California
$520K
BIA
3307
Benchmark Investment Advisors
Illinois
$519K -$49.6K -122 -9%
GAM
3308
Gould Asset Management
California
$519K -$32.5K -80 -6%
PS
3309
Portfolio Strategies
New York
$519K -$20.3K -50 -4%
BWM
3310
Baron Wealth Management
Michigan
$518K +$21.6K +53 +4%
FC
3311
Financial Council
Maryland
$514K +$26K +64 +5%
WMA
3312
West Michigan Advisors
Michigan
$513K +$105K +258 +26%
AWM
3313
Aspire Wealth Management
Massachusetts
$512K
BA
3314
Bridge Advisory
California
$511K +$2.44K +6 +0.5%
NCM
3315
Nelson Capital Management
California
$509K
GCL
3316
Gouws Capital LLC
North Carolina
$509K
NEPPG
3317
New England Professional Planning Group
Rhode Island
$507K
RC
3318
RBF Capital
California
$505K
SFG
3319
Sunburst Financial Group
Alabama
$505K +$407 +1 +0.1%
WWP
3320
Waypoint Wealth Partners
California
$504K +$151K +371 +43%
WFMPM
3321
Woodley Farra Manion Portfolio Management
Indiana
$501K -$26.4K -65 -5%
HIS
3322
Harvest Investment Services
Illinois
$501K -$15.1K -37 -3%
USB
3323
Union Savings Bank
Connecticut
$500K +$13.8K +34 +3%
BFWM
3324
Bright Futures Wealth Management
New York
$500K +$4.28K +10 +0.9%
BF
3325
Brogan Financial
Tennessee
$500K +$1.63K +4 +0.3%