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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 %
MIM
3701
Montgomery Investment Management
Maryland
$282K
BSAM
3702
Blue Square Asset Management
New York
$281K
ACM
3703
Alamar Capital Management
California
$280K +$280K +689 New
BAM
3704
Beaumont Asset Management
Texas
$280K
RWM
3705
RBA Wealth Management
California
$279K -$28.1K -69 -9%
PWP
3706
Phillips Wealth Planners
Mississippi
$279K -$22.8K -55 -8%
MAV
3707
Mason & Associates (Virginia)
Virginia
$279K +$279K +685 New
HIF
3708
Hill Island Financial
Michigan
$278K +$11.4K +28 +4%
DACG
3709
Donor Advised Charitable Giving
California
$278K
PAM
3710
Peninsula Asset Management
Florida
$277K
BRIA
3711
Balanced Rock Investment Advisors
Massachusetts
$277K -$5.29K -13 -2%
FL
3712
FreeGulliver LLC
Louisiana
$277K +$277K +680 New
APW
3713
Acima Private Wealth
Virginia
$276K
RWM
3714
Reston Wealth Management
Virginia
$275K +$21.2K +52 +8%
FWM
3715
Fonville Wealth Management
Virginia
$274K +$35.8K +88 +15%
CBFP
3716
Cedar Brook Financial Partners
Ohio
$274K -$4.68M -11,510 -94%
CTC
3717
Corundum Trust Company
South Dakota
$273K +$273K +671 New
LC
3718
Lavaca Capital
Texas
$273K +$14.6K +36 +6%
ECG
3719
EPIQ Capital Group
California
$273K +$273K +670 New
SWM
3720
Seed Wealth Management
Illinois
$272K
HWMC
3721
Heritage Wealth Management (California)
California
$271K -$2.44K -6 -0.9%
MAM
3722
McCarthy Asset Management
California
$271K
WHCI
3723
W.H. Cornerstone Investments
Massachusetts
$271K
CG
3724
Clifford Group
Massachusetts
$271K
AFS
3725
AFG Fiduciary Services
Massachusetts
$270K +$436 +1 +0.2%