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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 %
GWM
776
Geneos Wealth Management
Colorado
$18.9M +$1.04M +2,554 +6%
HTIM
777
Harbour Trust & Investment Management
Indiana
$18.9M -$249K -612 -1%
Jacobs Levy Equity Management
778
Jacobs Levy Equity Management
New Jersey
$18.8M +$7.72M +18,988 +69%
Verition Fund Management
779
Verition Fund Management
Connecticut
$18.8M -$62.2M -152,779 -77%
WPW
780
Waldron Private Wealth
Pennsylvania
$18.8M -$44.3K -109 -0.2%
CCM
781
Coldstream Capital Management
Washington
$18.8M +$339K +834 +2%
SFI
782
Susquehanna Fundamental Investments
Pennsylvania
$18.8M +$18.8M +46,100 New
MG
783
Mather Group
Illinois
$18.6M +$5.75M +13,685 +45%
WCM
784
Weik Capital Management
Pennsylvania
$18.6M -$519K -1,275 -3%
MPW
785
Monterey Private Wealth
California
$18.5M +$107K +264 +0.6%
JF
786
Jump Financial
Illinois
$18.5M +$7.16M +17,604 +63%
IA
787
IFP Advisors
Florida
$18.4M +$235K +577 +1%
HKAM
788
Horizon Kinetics Asset Management
New York
$18.4M -$153K -375 -0.8%
NRS
789
Neville Rodie & Shaw
New York
$18.4M -$3.63M -8,913 -16%
BCM
790
Banyan Capital Management
Georgia
$18.3M -$166K -408 -0.9%
GVAG
791
Great Valley Advisor Group
Delaware
$18.2M +$1.22M +2,998 +7%
AI
792
Accredited Investors
Minnesota
$18.2M +$568K +1,397 +3%
FA
793
Fiduciary Alliance
South Carolina
$18.2M +$705K +1,732 +4%
RSWM
794
Robertson Stephens Wealth Management
California
$18.2M -$61.4K -151 -0.3%
WKSWA
795
White Knight Strategic Wealth Advisors
New Jersey
$18.1M +$18.3K +45 +0.1%
VW
796
Vantage Wealth
California
$18.1M -$151K -371 -0.8%
WC
797
Whitney & Co
New York
$18.1M +$27.7K +68 +0.2%
ATC
798
Argent Trust Co
Tennessee
$18M +$612K +1,505 +4%
TA
799
Townsend & Associates
Colorado
$18M +$350K +799 +2%
AC
800
Aldebaran Capital
Indiana
$17.9M -$131K -323 -0.7%