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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 %
SC
751
Stephenson & Company
California
$20.1M -$693K -1,704 -3%
OP
752
ORG Partners
Indiana
$20M +$17.3M +42,735 +655%
BWFA
753
Baltimore-Washington Financial Advisors
Maryland
$19.9M +$3.84M +9,430 +24%
BFG
754
Beacon Financial Group
Texas
$19.9M -$110K -270 -0.5%
UAM
755
Unison Asset Management
Florida
$19.8M +$1.33M +3,272 +7%
MFWM
756
Motley Fool Wealth Management
Virginia
$19.8M +$374K +918 +2%
LJCM
757
Lee Johnson Capital Management
Texas
$19.7M +$937K +2,304 +5%
MCP
758
Mirador Capital Partners
California
$19.7M +$388K +955 +2%
DWP
759
Daymark Wealth Partners
Ohio
$19.7M +$3.03M +7,449 +18%
FPAS
760
Focus Partners Advisor Solutions
Missouri
$19.6M +$224K +551 +1%
QF
761
QVT Financial
New York
$19.5M
EF
762
Empirical Finance
Pennsylvania
$19.5M -$1.55M -3,814 -7%
GS
763
GTS Securities
New York
$19.4M +$7.22M +17,747 +59%
CIA
764
Capital Investment Advisors
Georgia
$19.4M +$62.2K +153 +0.3%
SCA
765
Snowden Capital Advisors
New York
$19.4M -$24.4K -60 -0.1%
SF
766
Synovus Financial
Georgia
$19.3M +$223K +547 +1%
DAS
767
Dynamic Advisor Solutions
Arizona
$19.3M +$400K +984 +2%
BDA
768
Borer Denton & Associates
Pennsylvania
$19.2M +$6.1K +15 +0%
PHS
769
Pekin Hardy Strauss
Illinois
$19.2M -$465K -1,143 -2%
BCM
770
Brookstone Capital Management
Illinois
$19.1M -$165K -371 -0.9%
BFP
771
Beacon Financial Planning
Massachusetts
$19.1M -$445K -1,094 -2%
WFG
772
Wills Financial Group
Virginia
$19.1M +$59K +145 +0.3%
BAM
773
Belpointe Asset Management
Nevada
$19.1M -$521K -1,280 -3%
TFS
774
Thoroughbred Financial Services
Tennessee
$19M +$4.76M +11,691 +33%
CWM
775
Congress Wealth Management
Massachusetts
$18.9M +$13.1M +32,283 +226%