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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 %
FA
3551
Fortis Advisors
Pennsylvania
$355K +$841 +2 +0.2%
HA
3552
HFG Advisors
Ohio
$355K -$13.5K -32 -4%
PWMG
3553
Pinnacle Wealth Management Group
Michigan
$353K
QFA
3554
Quattro Financial Advisors
Texas
$353K +$203K +483 +135%
1CP
3555
17 Capital Partners
Arizona
$353K -$11.8K -28 -3%
CIR
3556
Clear Investment Research
Georgia
$352K +$6.73K +16 +2%
FWM
3557
FSA Wealth Management
Massachusetts
$352K +$7.99K +19 +2%
AC
3558
Asio Capital
Kentucky
$351K -$1.68K -4 -0.5%
NRWA
3559
North Ridge Wealth Advisors
Oregon
$351K
GKIM
3560
GW&K Investment Management
Massachusetts
$351K +$69.8K +166 +25%
WCM
3561
Windsor Capital Management
Arizona
$350K
AWM
3562
Affinity Wealth Management
Delaware
$349K -$42.1K -100 -11%
CIS
3563
Connors Investor Services
Pennsylvania
$349K -$21K -50 -6%
TFA
3564
Tobias Financial Advisors
Florida
$348K +$14.7K +35 +4%
KAS
3565
KPP Advisory Services
Kentucky
$348K -$11.8K -28 -3%
HSWS
3566
Higgins & Schmidt Wealth Strategies
Colorado
$348K +$41.6K +99 +14%
EFG
3567
Ehrlich Financial Group
California
$347K
AWM
3568
Avondale Wealth Management
Texas
$347K +$84.1K +200 +32%
M1FG
3569
Mach-1 Financial Group
Arkansas
$347K +$347K +825 New
RAM
3570
Rempart Asset Management
Canada
$347K -$14.7K -35 -4%
DFA
3571
Davies Financial Advisors
California
$346K +$346K +823 New
PDL
3572
Portfolio Design Labs
California
$346K -$56.8K -135 -14%
GRA
3573
Golden Road Advisors
Florida
$344K
LI
3574
LVZ Inc
Michigan
$342K +$36.2K +86 +12%
DCM
3575
Driehaus Capital Management
Illinois
$341K -$345K -820 -50%