BRK.B icon

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 %
HIIFS
3401
Harel Insurance Investments & Financial Services
Israel
$448K -$309K -757 -41%
AWM
3402
Avondale Wealth Management
Texas
$447K +$112K +275 +33%
AWP
3403
Accretive Wealth Partners
New Jersey
$447K +$33.4K +82 +8%
SGC
3404
Slocum, Gordon & Co
Rhode Island
$446K
PFM
3405
Peak Financial Management
Massachusetts
$445K +$163K +400 +58%
RPCONE
3406
Retirement Planning Company of New England
Rhode Island
$444K +$16.7K +41 +4%
PWA
3407
Primoris Wealth Advisors
Florida
$444K -$208K -511 -32%
CVA
3408
Central Valley Advisors
California
$442K -$394 -1 -0.1%
RPCA
3409
Running Point Capital Advisors
California
$441K
FCA
3410
Fortis Capital Advisors
Kansas
$441K +$4.48K +11 +1%
CCA
3411
Clearwater Capital Advisors
Illinois
$441K +$42.3K +104 +11%
WCA
3412
Westover Capital Advisors
Delaware
$440K -$3.66K -9 -0.8%
KIG
3413
Kennedy Investment Group
New Jersey
$440K
UAML
3414
US Asset Management LLC
Pennsylvania
$438K -$15.9K -39 -3%
BTC
3415
Bank & Trust Company
Illinois
$436K +$436K +1,073 New
MAM
3416
MMA Asset Management
Pennsylvania
$435K -$75.3K -185 -15%
OPW
3417
Oxler Private Wealth
New York
$435K
HFP
3418
Holistic Financial Partners
Indiana
$435K +$37K +91 +9%
TF
3419
Threadgill Financial
Texas
$434K -$7.32K -18 -2%
MPPLM
3420
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$434K -$19.5K -48 -4%
GPA
3421
Guidance Point Advisors
Massachusetts
$433K -$814 -2 -0.2%
CFG
3422
Compton Financial Group
Maryland
$433K
CWA
3423
Clearview Wealth Advisors
Oregon
$433K
CWR
3424
Chico Wealth RIA
California
$432K +$1.63K +4 +0.4%
PCMF
3425
Private Capital Management (Florida)
Florida
$430K