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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 %
WLPWM
3551
Walled Lake Planning & Wealth Management
Illinois
$360K
1CP
3552
17 Capital Partners
Arizona
$358K +$17.1K +42 +5%
VIA
3553
Virtus Investment Advisers
Connecticut
$358K -$6.1K -15 -2%
AFO
3554
Allie Family Office
Florida
$358K
AFTS
3555
American Financial & Tax Strategies
New York
$357K +$4.07K +10 +1%
MWP
3556
Moller Wealth Partners
$357K +$357K +877 New
AA
3557
AJ Advisors
Tennessee
$356K -$244K -599 -41%
GWA
3558
Gibson Wealth Advisors
Texas
$356K
FAM
3559
Family Asset Management
South Carolina
$354K -$1.22K -3 -0.3%
HWM
3560
Howard Wealth Management
Connecticut
$354K
BRG
3561
Bay Rivers Group
Virginia
$354K
RFA
3562
ROI Financial Advisors
Oregon
$354K +$97.6K +240 +38%
LFP
3563
Lakeshore Financial Planning
Michigan
$353K +$70.4K +173 +25%
ASW
3564
Astoria Strategic Wealth
Texas
$351K
HFS
3565
Hoge Financial Services
Pennsylvania
$351K +$70.4K +173 +25%
TCM
3566
Towneley Capital Management
California
$351K -$586K -1,440 -63%
BWM
3567
Boyd Wealth Management
California
$351K
NFA
3568
Northwest Financial Advisors
Virginia
$350K +$4.07K +10 +1%
DA
3569
DSC Advisors
Illinois
$350K +$32.1K +79 +10%
MWPCG
3570
Measured Wealth Private Client Group
New Hampshire
$350K
SFPG
3571
Stonebridge Financial Planning Group
Florida
$350K
NRWA
3572
North Ridge Wealth Advisors
Oregon
$350K +$10.2K +25 +3%
PCA
3573
Providence Capital Advisors
North Carolina
$349K -$6.51K -16 -2%
PWMG
3574
Pinnacle Wealth Management Group
Michigan
$349K +$7.73K +19 +2%
DWA
3575
Delap Wealth Advisory
Oregon
$349K -$1.03M -2,537 -75%