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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 %
NCMW
3826
Northern Capital Management (Washington)
Washington
$221K +$2.44K +6 +1%
WWM
3827
Wiser Wealth Management
Georgia
$221K +$221K +544 New
MSWMA
3828
Market Street Wealth Management Advisors
Indiana
$221K +$8.14K +20 +4%
PFG
3829
Peterson Financial Group
Iowa
$220K +$10.6K +26 +5%
AAM
3830
Austin Asset Management
Texas
$220K -$37K -91 -14%
RA
3831
Regis Acquisition
Colorado
$220K -$10.2K -25 -4%
OPWM
3832
Oxinas Partners Wealth Management
Indiana
$220K -$40.3K -99 -15%
JWM
3833
Jeppson Wealth Management
California
$220K -$407 -1 -0.2%
CSA
3834
Cottage Street Advisors
Massachusetts
$220K
GG
3835
GenWealth Group
New Jersey
$219K
OWM
3836
Orgel Wealth Management
Wisconsin
$219K +$24.8K +61 +13%
SFCL
3837
Strengthening Families & Communities LLC
Massachusetts
$218K -$6.9K -17 -3%
DPW
3838
DiNuzzo Private Wealth
Pennsylvania
$217K +$47.2K +116 +28%
VWMG
3839
Virginia Wealth Management Group
Virginia
$217K
SIA
3840
Sit Investment Associates
Minnesota
$217K
WF
3841
Williams Financial
Vermont
$217K -$34.6K -85 -14%
ISWM
3842
Independent Solutions Wealth Management
New York
$217K -$30.5K -75 -12%
PCIG
3843
Partners Capital Investment Group
Massachusetts
$217K +$217K +533 New
CWA
3844
Cascade Wealth Advisors
Washington
$217K
CWA
3845
Core Wealth Advisors
Florida
$216K
PRI
3846
Prepared Retirement Institute
Pennsylvania
$216K +$216K +530 New
WHCFA
3847
William Howard & Co Financial Advisors
Tennessee
$215K
FWS
3848
FinDec Wealth Services
California
$215K +$20.3K +50 +10%
CTA
3849
Camelot Technology Advisors
California
$214K
TWA
3850
Trellis Wealth Advisors
California
$214K