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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 %
GWA
3376
Geometric Wealth Advisors
District of Columbia
$466K
BWCS
3377
Beirne Wealth Consulting Services
Connecticut
$464K -$13.5K -32 -3%
LFA
3378
Lauterbach Financial Advisors
Texas
$463K
GFA
3379
Gallagher Fiduciary Advisors
Illinois
$463K +$115K +273 +33%
PPW
3380
PACK Private Wealth
Minnesota
$462K
BCMO
3381
Buckingham Capital Management (Ohio)
Ohio
$462K +$462K +1,098 New
SGC
3382
Slocum, Gordon & Co
Rhode Island
$461K -$14.3K -34 -3%
VCM
3383
Viewpoint Capital Management
Washington
$461K +$2.52K +6 +0.6%
WCA
3384
Westover Capital Advisors
Delaware
$459K +$17.2K +41 +4%
CCA
3385
Conestoga Capital Advisors
Pennsylvania
$458K
MAG
3386
Mayfair Advisory Group
Alabama
$458K +$44.6K +106 +11%
SCM
3387
Sollinda Capital Management
Florida
$458K -$409K -973 -47%
FS
3388
Ferguson Shapiro
Georgia
$457K
TF
3389
Threadgill Financial
Texas
$457K +$166K +395 +57%
RPCA
3390
Running Point Capital Advisors
California
$456K -$78.6K -187 -15%
KIG
3391
Kennedy Investment Group
New Jersey
$455K -$9.67K -23 -2%
SAM
3392
Smithbridge Asset Management
Pennsylvania
$454K
VWM
3393
Vigilare Wealth Management
Arizona
$454K -$284K -675 -38%
PWM
3394
Purus Wealth Management
California
$452K
FCA
3395
Fortis Capital Advisors
Kansas
$452K +$45.4K +108 +11%
OPW
3396
Oxler Private Wealth
New York
$450K +$101K +240 +29%
GPA
3397
Guidance Point Advisors
Massachusetts
$449K +$12.6K +30 +3%
CFG
3398
Compton Financial Group
Maryland
$448K
CWA
3399
Clearview Wealth Advisors
Oregon
$447K
CWR
3400
Chico Wealth RIA
California
$445K +$421 +1 +0.1%