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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
58.21%
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 %
BFA
3751
BBJS Financial Advisors
Washington
$256K +$28.5K +70 +13%
GWAM
3752
Guardian Wealth Advisors (Minnesota)
Minnesota
$256K
SEEDPG
3753
S.E.E.D. Planning Group
New York
$256K
ACA
3754
American Capital Advisory
Idaho
$255K -$15K -42 -6%
SWAG
3755
Spectrum Wealth Advisory Group
California
$254K
LWMNY
3756
Landmark Wealth Management (New York)
New York
$254K
PAG
3757
Paladin Advisory Group
Iowa
$254K +$21.9K +54 +9%
CI
3758
Ceera Investments
Texas
$253K
LFG
3759
Lockerman Financial Group
California
$252K +$40.7K +100 +19%
SRWM
3760
Shira Ridge Wealth Management
California
$252K
TFA
3761
Tobias Financial Advisors
Florida
$251K -$85.8K -211 -25%
WFC
3762
Western Financial Corp
California
$251K -$2.85K -7 -1%
SWMG
3763
Signature Wealth Management Group
Georgia
$251K
BCFS
3764
Butensky & Cohen Financial Security
Florida
$250K
BO
3765
Bank OZK
Arkansas
$250K -$5.29K -13 -2%
MM
3766
Meridian Management
Arkansas
$249K -$297K -729 -54%
KFS
3767
Kelly Financial Services
Massachusetts
$249K
SAW
3768
Signal Advisors Wealth
Michigan
$249K -$2.71M -6,665 -92%
PWM
3769
Pacific Wealth Management
California
$249K
CC
3770
Constitution Capital
Connecticut
$249K +$5.7K +14 +2%
LA
3771
LPF Advisors
Florida
$249K +$24K +59 +11%
RIM
3772
Reliant Investment Management
Tennessee
$248K
RFM
3773
Royal Fund Management
Florida
$247K -$603K -1,483 -71%
PIA
3774
Petredis Investment Advisors
Pennsylvania
$247K
PWP
3775
Pursue Wealth Partners
California
$246K +$246K +605 New