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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 %
TAM
3351
Tucker Asset Management
Colorado
$482K +$131K +321 +37%
OFG
3352
Omega Financial Group
California
$482K
NI
3353
NFC Investments
Tennessee
$482K
BWP
3354
Bernardo Wealth Planning
Pennsylvania
$481K -$22K -54 -4%
IP
3355
Isthmus Partners
Wisconsin
$481K
C1AG
3356
Client 1st Advisory Group
Florida
$480K -$8.14K -20 -2%
SAM
3357
Smithbridge Asset Management
Pennsylvania
$480K +$40.7K +100 +9%
SIA
3358
SkyView Investment Advisors
New Jersey
$479K
OGF
3359
Orin Green Financial
California
$478K
SF
3360
SWP Financial
California
$478K +$224K +550 +88%
KC
3361
Kades & Cheifetz
Pennsylvania
$477K -$10.6K -26 -2%
EFP
3362
EnRich Financial Partners
Wisconsin
$477K
YCG
3363
Yeomans Consulting Group
Georgia
$474K -$10.2K -25 -2%
CCIA
3364
Cherry Creek Investment Advisors
Colorado
$474K -$27.3K -67 -5%
WBCM
3365
Wilson & Boucher Capital Management
California
$474K -$4.88K -12 -1%
CCA
3366
Conestoga Capital Advisors
Pennsylvania
$474K +$30.5K +75 +7%
RWM
3367
Rockline Wealth Management
New York
$473K +$90.3K +222 +24%
M
3368
MYeCFO
California
$469K -$2.03K -5 -0.4%
VCG
3369
Vantage Consulting Group
Virginia
$468K -$12.2K -30 -3%
MPW
3370
Melone Private Wealth
Michigan
$468K
UCMOK
3371
United Capital Management of KS
Kansas
$468K -$4.88K -12 -1%
BAMG
3372
Brand Asset Management Group
Missouri
$468K -$2.03K -5 -0.4%
MAM
3373
Marotta Asset Management
Virginia
$468K +$43K +106 +10%
MMM
3374
Mendel Money Management
Illinois
$466K
CPW
3375
Crestmont Private Wealth
Texas
$464K -$20.3K -50 -4%