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Berkshire Hathaway Class B

3,973 hedge funds and large institutions have $356B invested in Berkshire Hathaway Class B in 2024 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 1,592 increasing their positions, 1,570 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,973
Holders Change
+82
Holders Change %
+2.11%
% of All Funds
57.59%
Holding in Top 10
721
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+10.58%
% of All Funds
10.45%
New
237
Increased
1,592
Reduced
1,570
Closed
101
Calls
$8.72B
Puts
$4.68B
Net Calls
+$4.04B
Net Calls Change
+$1.66B
Name Holding Trade Value Shares
Change
Shares
Change %
AEPWM
3901
Atlantic Edge Private Wealth Management
Florida
$112K -$20.6K -49 -16%
CG
3902
Cutler Group
California
$112K -$2.35M -5,603 -95%
SFO
3903
Standard Family Office
South Dakota
$108K +$108K +256 New
DWA
3904
Dougherty Wealth Advisers
Minnesota
$107K
RWPA
3905
Richard W. Paul & Associates
Michigan
$103K
QL
3906
Quarry LP
New York
$103K +$11.8K +28 +13%
TWD
3907
True Wealth Design
Ohio
$90K -$7.99K -19 -8%
RCM
3908
Richardson Capital Management
Wisconsin
$89.6K +$47.5K +113 +113%
CFS
3909
CGC Financial Services
Oregon
$84.1K
AFWM
3910
Abich Financial Wealth Management
Virginia
$84.1K
AWM
3911
Ameliora Wealth Management
Switzerland
$84.1K
APGC
3912
A.P. Gilfoyle & Co
New York
$84.1K +$84.1K +200 New
EL
3913
EMFO LLC
Florida
$81.2K
SAM
3914
Sycomore Asset Management
France
$81K
CJH
3915
Christopher J. Hasenberg
Wisconsin
$80.7K +$80.7K +192 New
WCM
3916
Westend Capital Management
California
$80.7K +$80.7K +192 New
PCWA
3917
Pacific Capital Wealth Advisors
California
$78.8K
GCM
3918
Gables Capital Management
Florida
$73.6K
LTI
3919
Laffer Tengler Investments
Tennessee
$73.2K
EAM
3920
Eukles Asset Management
Ohio
$71.5K
VWA
3921
Valued Wealth Advisors
Utah
$69.4K +$29.9K +71 +76%
CPG
3922
Custom Portfolio Group
Colorado
$67.3K
PCM
3923
Penserra Capital Management
California
$66K -$3.43M -8,272 -98%
TCM
3924
Tributary Capital Management
Nebraska
$62.7K +$62.7K +149 New
UOTTAIMCU
3925
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$62.2K -$7.1M -16,881 -99%