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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 %
HIA
3526
HTG Investment Advisors
Connecticut
$374K +$16.3K +40 +5%
ZAM
3527
Zevin Asset Management
Massachusetts
$372K
JPLA
3528
Joseph P. Lucia & Associates
New York
$372K +$104K +256 +39%
EA
3529
Echo45 Advisors
California
$371K -$54.1K -133 -13%
MCM
3530
Monument Capital Management
Virginia
$371K
BCAM
3531
Boston Common Asset Management
Massachusetts
$371K
EA
3532
Evolution Advisers
Virginia
$371K +$2.85K +7 +0.8%
LGW
3533
Leslie Global Wealth
Illinois
$370K +$370K +910 New
GA
3534
Goldstein Advisors
Wisconsin
$370K -$18.7K -46 -5%
AC
3535
Addison Capital
Pennsylvania
$370K +$161K +396 +77%
MCM
3536
MontVue Capital Management
Virginia
$369K +$19.9K +49 +6%
CFSG
3537
Clark Financial Services Group
Missouri
$368K -$8.53K -21 -2%
LWIC
3538
Leith Wheeler Investment Counsel
British Columbia, Canada
$367K +$367K +901 New
NECFA
3539
New England Capital Financial Advisors
Connecticut
$366K
CIR
3540
Clear Investment Research
Georgia
$366K +$25.6K +63 +8%
BIG
3541
Builder Investment Group
Georgia
$365K
OWMIAS
3542
One Wealth Management Investment & Advisory Services
Florida
$364K +$50.9K +125 +16%
EM
3543
ELCO Management
New York
$364K
FBC
3544
Fairfield, Bush & Co
Connecticut
$363K
B
3545
Birchbrook
Maine
$362K -$4.07K -10 -1%
BB
3546
Berkshire Bank
Massachusetts
$362K
TFA
3547
Toth Financial Advisory
Virginia
$361K -$20.7K -51 -5%
SP
3548
SWS Partners
Ohio
$361K -$650K -1,599 -64%
ZF
3549
Zega Financial
Florida
$361K -$4.07K -10 -1%
O3W
3550
Omni 360 Wealth
New Jersey
$360K +$74.5K +183 +26%