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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 %
EWM
4051
Elite Wealth Management
Washington
-$995K -2,365 Closed
ACM
4052
Ategra Capital Management
Virginia
-$971K -2,310 Closed
OWM
4053
OneAscent Wealth Management
Alabama
-$906K -2,155 Closed
MM
4054
MQS Management
New York
-$898K -2,136 Closed
BWM
4055
BKM Wealth Management
Wisconsin
-$878K -2,089 Closed
BWS
4056
Buck Wealth Strategies
Colorado
-$875K -2,080 Closed
AGA
4057
Accuvest Global Advisors
Utah
-$857K -2,037 Closed
LFA
4058
LGT Financial Advisors
Texas
-$676K -1,608 Closed
MCWA
4059
Meadow Creek Wealth Advisors
Georgia
-$675K -1,605 Closed
BCM
4060
Bayesian Capital Management
New York
-$631K -1,500 Closed
BMM
4061
Berkshire Money Management
Massachusetts
-$619K -1,472 Closed
CAM
4062
Crestone Asset Management
Colorado
-$579K -1,378 Closed
EC
4063
EdgeRock Capital
Colorado
-$568K -1,350 Closed
IIM
4064
Ironwood Investment Management
Massachusetts
-$507K -1,205 Closed
CSIA
4065
Charles Schwab Investment Advisory
California
-$482K -1,146 Closed
MWM
4066
Mission Wealth Management
California
-$467K -1,111 Closed
RF
4067
RHS Financial
California
-$424K -1,008 Closed
IPW
4068
Impact Partnership Wealth
Georgia
-$423K -1,005 Closed
DWM
4069
Darwin Wealth Management
Florida
-$420K -998 Closed
AT
4070
Arden Trust
Delaware
-$411K -977 Closed
SRL
4071
Scientech Research LLC
New Jersey
-$359K -854 Closed
GCM
4072
Genus Capital Management
British Columbia, Canada
-$355K -845 Closed
FWM
4073
FFT Wealth Management
Pennsylvania
-$322K -766 Closed
PMIA
4074
Patrick Mauro Investment Advisor
Illinois
-$320K -762 Closed
GWM
4075
Grand Wealth Management
Michigan
-$297K -707 Closed