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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 %
EA
3501
Everpar Advisors
Oklahoma
$389K +$389K +956 New
MTWM
3502
Masso Torrence Wealth Management
New Jersey
$388K +$67.5K +166 +21%
KPP
3503
Kings Path Partners
Texas
$388K +$388K +955 New
DP
3504
Divergent Planning
Maryland
$387K
CCM
3505
Cox Capital Management
Massachusetts
$386K
SCM
3506
Stonehearth Capital Management
Massachusetts
$385K
MLIC
3507
Mandatum Life Insurance Company
Finland
$385K
RSS
3508
Rosenblum Silverman Sutton
California
$384K
WOC
3509
West Oak Capital
California
$384K
BC
3510
Brio Consultants
California
$384K -$16.7K -41 -4%
BSHC
3511
Breed's Hill Capital
Massachusetts
$384K
VWM
3512
Valley Wealth Managers
New Jersey
$383K +$36.6K +90 +11%
CCC
3513
Chelsea Counsel Company
California
$382K -$4.07K -10 -1%
CWM
3514
C2C Wealth Management
Arizona
$380K
OAS
3515
Optivise Advisory Services
Tennessee
$379K +$379K +932 New
AT
3516
Arvest Trust
Oklahoma
$378K +$31.7K +78 +9%
IIA
3517
Integral Investment Advisors
California
$378K +$13.5K +33 +4%
SWM
3518
SFG Wealth Management
Maryland
$378K -$33.4K -82 -8%
GSIS
3519
Global Strategic Investment Solutions
Arizona
$378K -$45.6K -112 -11%
AIA
3520
Affinity Investment Advisors
California
$377K -$183K -450 -33%
BAM
3521
Bellevue Asset Management
Washington
$377K
PJWM
3522
Philip James Wealth Mangement
Georgia
$377K -$167K -411 -31%
IIM
3523
Ipswich Investment Management
Massachusetts
$376K
PA
3524
Prism Advisors
California
$376K
IAS
3525
Investment Advisory Services
Texas
$375K +$1.63K +4 +0.4%