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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 %
EW
3326
Enzi Wealth
Texas
$500K
FSWA
3327
Financial Synergies Wealth Advisors
Texas
$500K
WCWM
3328
Willow Creek Wealth Management
California
$500K +$33.8K +83 +7%
WF
3329
Whelan Financial
California
$499K +$14.2K +35 +3%
RBC
3330
Roble Belko & Company
Pennsylvania
$498K
CP
3331
Creekside Partners
California
$497K +$497K +1,222 New
CIP
3332
Capital Insight Partners
Arizona
$496K +$184K +452 +59%
RWRC
3333
R.W. Roge & Company
New York
$496K
LFP
3334
Leeward Financial Partners
Washington
$496K
CWM
3335
Cahill Wealth Management
Michigan
$496K -$42.4K -110 -8%
FFW
3336
Fusion Family Wealth
New York
$495K
BFA
3337
Bright Financial Advisors
Michigan
$494K
HAM
3338
Harmony Asset Management
Arizona
$493K +$207K +509 +72%
RIM
3339
Redwood Investment Management
Arizona
$493K +$86.6K +213 +21%
TCMP
3340
Thrive Capital Management (Pennsylvania)
Pennsylvania
$493K -$5.29K -13 -1%
CNC
3341
Citizens & Northern Corp
Pennsylvania
$492K -$30.5K -75 -6%
SFS
3342
Sharp Financial Services
Pennsylvania
$491K +$120K +294 +32%
NFP
3343
NorthLanding Financial Partners
New York
$490K -$153K -377 -24%
LI
3344
Louisbourg Investments
New Brunswick, Canada
$490K +$3.25K +8 +0.7%
ETIA
3345
Epic Trust Investment Advisors
Washington
$488K -$142K -350 -23%
BCMO
3346
Buckingham Capital Management (Ohio)
Ohio
$487K +$40.7K +100 +9%
WTA
3347
Washington Trust Advisors
Massachusetts
$486K +$374K +920 +335%
CFS
3348
Commonwealth Financial Services
West Virginia
$486K -$147K -360 -23%
PCA
3349
Peddock Capital Advisors
Massachusetts
$485K +$13.8K +34 +3%
TAM
3350
Taurus Asset Management
New York
$483K -$9.76K -24 -2%