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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 %
FTDI
676
First Trust Direct Indexing
Massachusetts
$24M +$3.34M +8,213 +16%
FTIS
677
First Trust Investment Solutions
Florida
$23.9M +$364K +896 +2%
CSPIA
678
Cary Street Partners Investment Advisory
Virginia
$23.9M +$1.24M +3,042 +5%
KRSITF
679
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$23.8M -$672K -1,651 -3%
GI
680
Gradient Investments
Minnesota
$23.7M +$2.34M +5,763 +11%
ASN
681
Advisory Services Network
Georgia
$23.6M +$2.22M +5,465 +10%
BFA
682
Beaumont Financial Advisors
Massachusetts
$23.6M +$202K +497 +0.9%
TI
683
Tidal Investments
Wisconsin
$23.6M +$5.94M +14,608 +34%
NAS
684
Nicolet Advisory Services
Wisconsin
$23.5M +$279K +674 +1%
NMIMC
685
Northwestern Mutual Investment Management Company
Wisconsin
$23.4M -$49.2K -121 -0.2%
CG
686
Caprock Group
Idaho
$23.4M +$9.4M +23,100 +67%
BFIM
687
Beese Fulmer Investment Management
Ohio
$23.4M +$139K +342 +0.6%
AAS
688
Ameritas Advisory Services
Nebraska
$23.4M +$683K +1,679 +3%
GU
689
Georgetown University
District of Columbia
$23.3M
CHAM
690
Clear Harbor Asset Management
Connecticut
$23.2M -$62.6K -154 -0.3%
PCA
691
Pallas Capital Advisors
Massachusetts
$23.2M +$860K +1,946 +4%
BPWM
692
Black Point Wealth Management
Florida
$23.1M +$23.1M +56,820 New
UI
693
Unconventional Investor
New Hampshire
$23M -$290K -712 -1%
WS
694
Wedbush Securities
California
$22.9M -$220K -540 -0.9%
A
695
Allianz
Germany
$22.8M +$68.3K +168 +0.3%
AIM
696
Avity Investment Management
Connecticut
$22.7M -$611K -1,501 -3%
FG
697
Fiduciary Group
Georgia
$22.7M -$185K -455 -0.8%
EP
698
Elkhorn Partners
Nebraska
$22.7M +$73.2K +180 +0.3%
WF
699
WoodTrust Financial
Wisconsin
$22.6M -$94K -231 -0.4%
HPCM
700
Hunter Perkins Capital Management
Illinois
$22.5M +$862K +2,118 +4%