BRK.B icon

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 %
OFG
3676
OmniStar Financial Group
North Carolina
$295K +$26.4K +65 +10%
MWA
3677
Mills Wealth Advisors
Texas
$293K
DA
3678
Drake & Associates
Wisconsin
$293K +$32.5K +80 +13%
W
3679
WorthPointe
California
$292K +$8.14K +20 +3%
FBT
3680
First Bankers Trust
Kentucky
$292K +$18.3K +45 +7%
NFG
3681
Northeast Financial Group
Pennsylvania
$290K +$30.9K +76 +12%
BWM
3682
Biltmore Wealth Management
Arizona
$290K +$4.07K +10 +1%
LBWM
3683
Left Brain Wealth Management
Illinois
$290K +$10.2K +25 +4%
LSA
3684
Lion Street Advisors
Texas
$290K -$21.2K -52 -7%
HGA
3685
Hobbs Group Advisors
South Carolina
$290K +$290K +712 New
TCM
3686
Tang Capital Management
California
$289K +$289K +711 New
EWA
3687
Etesian Wealth Advisors
Oregon
$289K
UFA
3688
US Financial Advisors
Massachusetts
$289K +$81.4K +200 +39%
JA
3689
JVL Associates
Michigan
$288K +$407 +1 +0.1%
MC
3690
Mirabaud & Cie
Switzerland
$288K
RWM
3691
Refined Wealth Management
Utah
$288K +$814 +2 +0.3%
BC
3692
Barrett & Company
Rhode Island
$288K
EIA
3693
Eastover Investment Advisors
North Carolina
$285K
OPOWM
3694
One Plus One Wealth Management
Florida
$285K
LRIC
3695
Long Road Investment Counsel
Michigan
$285K
CCA
3696
Conservest Capital Advisors
Pennsylvania
$285K
BMC
3697
Bear Mountain Capital
Washington
$284K
SA
3698
Scarborough Advisors
Maryland
$284K +$1.63K +4 +0.6%
KCM
3699
Kendall Capital Management
Maryland
$284K -$8.14K -20 -3%
AWA
3700
ARQ Wealth Advisors
Arizona
$282K +$282K +694 New