BRK.B icon

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 %
DWA
3926
Delos Wealth Advisors
Texas
$61K -$423K -1,006 -87%
RFG
3927
REAP Financial Group
Texas
$57.6K
NI
3928
NCP Inc
California
$57.2K +$57.2K +136 New
PA
3929
Pineridge Advisors
Missouri
$55.9K -$128K -304 -70%
GWP
3930
Gen-Wealth Partners
Michigan
$53.4K +$53.4K +127 New
BWAM
3931
Boyd Watterson Asset Management
Ohio
$52.6K -$34.5K -82 -40%
VWWMG
3932
Vermillion & White Wealth Management Group
Pennsylvania
$52.1K
LWA
3933
Lowe Wealth Advisors
Maryland
$50.5K
MG
3934
MilWealth Group
Wisconsin
$49.6K
NOI
3935
Newton One Investments
Delaware
$49.2K
AAG
3936
Accordant Advisory Group
Maryland
$48.4K +$48.4K +115 New
SHIM
3937
Stone House Investment Management
Pennsylvania
$47.5K +$42.1K +100 +769%
MIA
3938
MeadowBrook Investment Advisors
Michigan
$46.7K
KC
3939
Kepos Capital
New York
$43K -$9.6K -23 -18%
CAM
3940
Capco Asset Management
Florida
$42.1K
LIA
3941
Luken Investment Analytics
Tennessee
$42.1K
NBT
3942
Northwest Bank & Trust
Iowa
$42.1K
BCA
3943
Bray Capital Advisors
Florida
$40.8K
HFS
3944
Horizon Financial Services
North Carolina
$40.3K +$40.3K +96 New
SCA
3945
Stuart Chaussee & Associates
California
$36.6K
EIM
3946
Essex Investment Management
Massachusetts
$32K
ACM
3947
Anfield Capital Management
California
$30.7K +$30.7K +73 New
VF
3948
VitalStone Financial
Texas
$26K
AS
3949
Altshuler Shaham
Israel
$25.2K -$5.05K -12 -17%
EC
3950
EntryPoint Capital
New York
$24K +$1.26K +3 +6%