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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 %
MCM
3651
Manchester Capital Management
Vermont
$297K +$219K +521 +282%
RWM
3652
Refined Wealth Management
Utah
$297K
HAM
3653
Harmony Asset Management
Arizona
$296K -$841 -2 -0.3%
RWA
3654
Roberts Wealth Advisors
California
$295K +$295K +737 New
O3W
3655
Omni 360 Wealth
New Jersey
$295K +$42.1K +100 +17%
EIA
3656
Eastover Investment Advisors
North Carolina
$295K
OPOWM
3657
One Plus One Wealth Management
Florida
$295K
OAP
3658
One Advisory Partners
Kansas
$294K
SF
3659
Slagle Financial
Illinois
$294K -$820K -1,952 -74%
LRIC
3660
Long Road Investment Counsel
Michigan
$294K
W
3661
WorthPointe
California
$294K +$17.2K +41 +6%
PFA
3662
Pathway Financial Advisors
Vermont
$294K +$50K +119 +21%
KDA
3663
Kraft Davis & Associates
Missouri
$292K -$81.7K -200 -22%
EA
3664
Eudaimonia Advisors
Tennessee
$292K
SA
3665
Scarborough Advisors
Maryland
$292K +$1.26K +3 +0.4%
MIM
3666
Montgomery Investment Management
Maryland
$292K
LFP
3667
Lakeshore Financial Planning
Michigan
$292K +$292K +694 New
BRIA
3668
Balanced Rock Investment Advisors
Massachusetts
$291K -$40.8K -97 -12%
PFM
3669
Peak Financial Management
Massachusetts
$291K +$16.8K +40 +6%
HFS
3670
Hoge Financial Services
Pennsylvania
$291K +$1.68K +4 +0.6%
BSAM
3671
Blue Square Asset Management
New York
$290K
PWP
3672
Phillips Wealth Planners
Mississippi
$289K -$3.97K -10 -1%
BAM
3673
Beaumont Asset Management
Texas
$289K -$29.4K -70 -9%
LBWM
3674
Left Brain Wealth Management
Illinois
$289K -$4.21K -10 -1%
DACG
3675
Donor Advised Charitable Giving
California
$287K