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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 %
SRSA
3626
S.R. Schill & Associates
Washington
$309K
PD
3627
Planning Directions
Pennsylvania
$307K
HIP
3628
Harrell Investment Partners
Texas
$307K
MGWA
3629
Monument Group Wealth Advisors
Massachusetts
$307K
TFCP
3630
Twin Focus Capital Partners
Massachusetts
$307K
AWM
3631
Altus Wealth Management
Kentucky
$307K +$307K +729 New
SWM
3632
Shakespeare Wealth Management
Wisconsin
$306K
HAS
3633
Horizon Advisory Services
New York
$306K +$306K +727 New
EF
3634
Exeter Financial
Arizona
$305K -$33.6K -81 -10%
GIM
3635
Grassi Investment Management
California
$305K
MAM
3636
Morse Asset Management
Connecticut
$304K +$304K +722 New
MWA
3637
Mills Wealth Advisors
Texas
$303K +$15.6K +37 +5%
JJBC
3638
James J. Burns & Company
New York
$303K -$1.6M -3,827 -84%
SPP
3639
Single Point Partners
Massachusetts
$303K -$3.37K -8 -1%
KCM
3640
Kendall Capital Management
Maryland
$302K -$12.6K -30 -4%
CPG
3641
Cornerstone Planning Group
New Jersey
$301K +$30.9K +77 +11%
PWP
3642
Precedent Wealth Partners
Texas
$300K
MWS
3643
Maxwell Wealth Strategies
California
$300K
WFAG
3644
Worth Financial Advisory Group
North Carolina
$299K -$3.79K -9 -1%
VFIC
3645
Valley Forge Investment Consultants
Pennsylvania
$299K
EWA
3646
Etesian Wealth Advisors
Oregon
$299K
MC
3647
Mirabaud & Cie
Switzerland
$298K -$49.6K -118 -14%
JA
3648
JVL Associates
Michigan
$298K +$16K +38 +6%
BC
3649
Barrett & Company
Rhode Island
$298K -$21K -50 -7%
GWM
3650
Grand Wealth Management
Michigan
$297K -$60.6K -144 -17%