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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 %
CWA
3801
CM Wealth Advisors
Ohio
$235K -$140K -344 -37%
KIC
3802
Keating Investment Counselors
Florida
$234K -$563K -1,385 -71%
RFO
3803
RiverGlades Family Offices
Florida
$234K
CBB
3804
Citizens Business Bank
California
$234K
RWA
3805
Roberts Wealth Advisors
California
$233K -$69.8K -170 -23%
WAM
3806
Walker Asset Management
Missouri
$232K
TWP
3807
Triad Wealth Partners
Kansas
$231K +$231K +569 New
VPP
3808
Vertex Planning Partners
Illinois
$231K +$18.7K +46 +9%
BDFN
3809
Bond & Devick Financial Network
Minnesota
$229K +$30.5K +75 +15%
SPI
3810
Santori & Peters Inc
Pennsylvania
$229K -$44.3K -109 -16%
PWA
3811
PCG Wealth Advisors
Kansas
$229K -$17.1K -42 -7%
AFS
3812
Axiom Financial Strategies
Indiana
$229K
WCM
3813
Winthrop Capital Management
Indiana
$229K +$4.89K +12 +2%
TC
3814
Touchstone Capital
Pennsylvania
$228K
AWM
3815
Ameliora Wealth Management
Switzerland
$228K +$146K +360 +180%
HKIMG
3816
Hutchens & Kramer Investment Management Group
Indiana
$228K
KC
3817
Kinloch Capital
Virginia
$227K +$227K +559 New
LIA
3818
LifePlan Investment Advisors
North Carolina
$227K +$26.4K +65 +13%
AWP
3819
Ascent Wealth Partners
New York
$227K +$227K +558 New
SIA
3820
Stegner Investment Associates
Kentucky
$227K +$227K +557 New
CFC
3821
Coyle Financial Counsel
Illinois
$225K
TCB
3822
Texas Capital Bancshares
Texas
$224K +$224K +551 New
DWA
3823
Delos Wealth Advisors
Texas
$223K +$164K +403 +278%
NCG
3824
Newport Capital Group
New Jersey
$223K +$223K +547 New
ZIMP
3825
Zimmermann Investment Management & Planning
Pennsylvania
$221K