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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 %
SGWM
3776
Sterling Group Wealth Management
California
$246K +$246K +605 New
LD
3777
Lipe & Dalton
New York
$246K
BFP
3778
Brewster Financial Planning
New York
$246K +$13.8K +34 +6%
BCM
3779
BluePointe Capital Management
California
$246K +$23.2K +57 +10%
KWM
3780
Kaydan Wealth Management
Michigan
$245K
ASG
3781
Ariston Services Group
California
$245K -$814 -2 -0.3%
DI
3782
Disciplined Investments
Oklahoma
$244K -$4.48K -11 -2%
NME
3783
Notis-McConarty Edward
$244K
MCG
3784
McCollum Christoferson Group
New York
$244K
WB
3785
West Bancorporation
Iowa
$244K +$8.14K +20 +3%
PWP
3786
Precedent Wealth Partners
Texas
$244K -$45.9K -113 -16%
TC
3787
Tenret Company
Florida
$244K -$5.29K -13 -2%
HHGA
3788
Halbert Hargrove Global Advisors
California
$243K -$407 -1 -0.2%
AC
3789
AWM Capital
Arizona
$242K +$242K +595 New
GSC
3790
Ground Swell Capital
South Carolina
$241K +$241K +593 New
TPW
3791
TL Private Wealth
Texas
$241K
GFG
3792
GR Financial Group
Arizona
$240K +$13.8K +34 +6%
SF
3793
Slagle Financial
Illinois
$239K -$45.5K -112 -16%
CAM
3794
Clarity Asset Management
Iowa
$239K +$1.22K +3 +0.5%
HPFG
3795
Hart & Patterson Financial Group
Massachusetts
$238K -$2.44K -6 -1%
NCM
3796
Narwhal Capital Management
Georgia
$238K
BTWM
3797
Brass Tax Wealth Management
Ohio
$238K +$238K +586 New
SWP
3798
Significant Wealth Partners
Illinois
$238K +$238K +586 New
MWM
3799
MinichMacGregor Wealth Management
New York
$238K -$1.22K -3 -0.5%
UFF
3800
USA Financial Formulas
Michigan
$237K -$896K -2,202 -79%