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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 %
MWM
826
Moran Wealth Management
Florida
$16.7M +$11.4M +28,044 +216%
SC
827
Stolper & Co
Oklahoma
$16.6M +$303K +746 +2%
KJWM
828
Kiley Juergens Wealth Management
Washington
$16.6M +$94.4K +232 +0.6%
PWMAG
829
Pinnacle Wealth Management Advisory Group
New Jersey
$16.6M -$167K -410 -1%
SW
830
Solidarity Wealth
Utah
$16.6M +$3.98M +9,776 +31%
HLCM
831
Hi-Line Capital Management
South Dakota
$16.6M -$2.57M -6,315 -13%
CFA
832
Cahill Financial Advisors
Minnesota
$16.5M +$268K +659 +2%
Simplex Trading
833
Simplex Trading
Illinois
$16.5M -$1.24M -3,051 -7%
KWM
834
Koa Wealth Management
California
$16.4M -$65.9K -162 -0.4%
ACA
835
Anchor Capital Advisors
Massachusetts
$16.4M -$48K -118 -0.3%
FFA
836
Fragasso Financial Advisors
Pennsylvania
$16.3M -$867K -2,131 -5%
WDL
837
Well Done LLC
Michigan
$16.3M +$602K +1,481 +4%
BJL
838
Brighton Jones LLC
Washington
$16.2M +$1.2M +2,948 +8%
EFS
839
Essex Financial Services
Connecticut
$16.2M +$2.24M +5,180 +16%
NB
840
NBT Bank
New York
$16.2M -$2.87M -7,060 -15%
NEWAS
841
N.E.W. Advisory Services
Wisconsin
$16M -$160K -394 -1%
ERIM
842
Eagle Ridge Investment Management
Connecticut
$15.9M -$154K -378 -1%
KCPG
843
Kavar Capital Partners Group
Kansas
$15.9M +$70.7K +179 +0.4%
KWM
844
Kingsview Wealth Management
Oregon
$15.9M +$557K +1,368 +4%
SIM
845
Sterling Investment Management
Arizona
$15.8M +$5.56M +13,669 +54%
TFA
846
Trinity Financial Advisors
Ohio
$15.8M +$270K +664 +2%
AJ
847
Ashburton (Jersey)
Jersey
$15.8M +$15.8M +39,080 New
FA
848
Financial Avengers
California
$15.8M -$146M -358,755 -90%
HVP
849
Hudson Value Partners
Florida
$15.8M -$212K -522 -1%
AAB
850
ABN AMRO Bank
Netherlands
$15.8M -$5.5M -13,400 -26%