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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 %
CP
3851
Castleview Partners
Texas
$214K -$1.22K -3 -0.6%
LW
3852
Libra Wealth
California
$213K +$213K +524 New
JF
3853
Joule Financial
Kentucky
$213K +$4.88K +12 +2%
MSCM
3854
McElhenny Sheffield Capital Management
Texas
$212K +$212K +521 New
AI
3855
Auour Investments
Massachusetts
$212K
SCM
3856
Stordahl Capital Management
Colorado
$212K -$8.14K -20 -4%
BBWP
3857
Beacon Bridge Wealth Partners
Pennsylvania
$212K -$7.32K -18 -3%
TCM
3858
TD Capital Management
Tennessee
$212K
VC
3859
Veery Capital
Delaware
$212K
RRWA
3860
Rainey & Randall Wealth Advisors
Florida
$211K
TMWM
3861
Taylor & Morgan Wealth Management
Michigan
$210K
TLA
3862
Tanglewood Legacy Advisors
Texas
$210K
GWSA
3863
Global Wealth Strategies & Associates
Colorado
$210K -$4.07K -10 -2%
VR
3864
Valued Retirements
Texas
$210K
SWM
3865
Seaside Wealth Management
California
$208K -$3.66K -9 -2%
TCM
3866
Towercrest Capital Management
Pennsylvania
$208K
CSIA
3867
Conrad Siegel Investment Advisors
Pennsylvania
$208K +$208K +511 New
NC
3868
Nixon Capital
Texas
$207K
FF
3869
Financial Futures
New Jersey
$207K +$207K +510 New
SI
3870
Saxon Interests
Texas
$207K +$814 +2 +0.4%
RA
3871
Rodgers & Associates
Pennsylvania
$207K +$5.29K +13 +3%
WAG
3872
Wallace Advisory Group
California
$206K -$72K -177 -26%
PSA
3873
Plum Street Advisors
Louisiana
$206K -$34.2K -84 -14%
PCM
3874
Prelude Capital Management
New York
$206K -$24.4K -60 -11%
EMAM
3875
Encompass More Asset Management
California
$205K +$205K +505 New