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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 %
VPWA
3651
Vestia Personal Wealth Advisors
Indiana
$304K +$304K +748 New
AC
3652
Armistice Capital
New York
$304K -$223K -547 -42%
LAM
3653
LifePro Asset Management
California
$303K -$2.85K -7 -0.9%
JFG
3654
JDM Financial Group
Texas
$303K
KFS
3655
Kaizen Financial Strategies
California
$303K -$44.1K -100 -13%
CP
3656
Covenant Partners
Tennessee
$303K
AAA
3657
Adams Asset Advisors
Texas
$303K
RK
3658
Rather & Kittrell
Tennessee
$302K
OSNBOA
3659
Old Second National Bank of Aurora
Illinois
$301K +$38.6K +95 +15%
AA
3660
AlphaMark Advisors
Kentucky
$300K -$50.1K -123 -14%
PP
3661
PFS Partners
New Jersey
$299K -$11.8K -29 -4%
EF
3662
Exeter Financial
Arizona
$299K
SWM
3663
Shakespeare Wealth Management
Wisconsin
$299K +$2.85K +7 +1%
PCM
3664
Passive Capital Management
Maryland
$299K +$299K +735 New
CCA
3665
Carrera Capital Advisors
Michigan
$299K +$299K +734 New
MWS
3666
Maxwell Wealth Strategies
California
$298K
MGWA
3667
Monument Group Wealth Advisors
Massachusetts
$297K
PD
3668
Planning Directions
Pennsylvania
$297K
TFCP
3669
Twin Focus Capital Partners
Massachusetts
$297K
AWM
3670
Altus Wealth Management
Kentucky
$297K
HWM
3671
HRC Wealth Management
Idaho
$297K +$103K +252 +53%
SL
3672
Salomon & Ludwin
Virginia
$296K -$602K -1,480 -67%
HAS
3673
Horizon Advisory Services
New York
$296K
GIM
3674
Grassi Investment Management
California
$295K
OAP
3675
One Advisory Partners
Kansas
$295K +$10.2K +25 +4%