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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 %
PCM
951
Presidio Capital Management
California
$12.5M +$519K +1,275 +4%
FCM
952
Fogel Capital Management
Florida
$12.4M -$151K -370 -1%
TCM
953
Telos Capital Management
California
$12.3M +$324K +796 +3%
TCM
954
Twin Capital Management
Pennsylvania
$12.3M +$727K +1,787 +6%
VA
955
Vident Advisory
Georgia
$12.3M +$2.19M +5,380 +22%
FVWA
956
Foster Victor Wealth Advisors
South Carolina
$12.3M +$10.6M +24,242 +641%
EGA
957
Eagle Global Advisors
Texas
$12.3M -$12.2K -30 -0.1%
KFGK
958
Keystone Financial Group (Kentucky)
Kentucky
$12.3M +$107K +262 +0.9%
SBH
959
Segall Bryant & Hamill
Illinois
$12.3M -$820K -2,016 -6%
MAS
960
Meeder Advisory Services
Ohio
$12.3M +$3.44M +8,457 +39%
KAS
961
Kemnay Advisory Services
New York
$12.2M +$12.2M +30,096 New
DEA
962
DoubleLine ETF Adviser
Florida
$12.2M -$467K -1,147 -4%
MMA
963
Mizuho Markets Americas
New York
$12.2M +$12.2M +30,000 New
RBA
964
Richard Bernstein Advisors
New York
$12.2M
ANTB
965
AMG National Trust Bank
Colorado
$12.2M +$2.7M +6,631 +28%
DFG
966
Delta Financial Group
New Jersey
$12.2M +$69.6K +171 +0.6%
MCM
967
Mitchell Capital Management
Kansas
$12.1M +$690K +1,697 +6%
MYIA
968
Mount Yale Investment Advisors
Colorado
$12.1M +$272K +669 +2%
AFG
969
Allegheny Financial Group
Pennsylvania
$12.1M +$36.6K +90 +0.3%
SCM
970
Shelton Capital Management
Colorado
$12M
GMA
971
Glassy Mountain Advisors
Maryland
$12M -$44.7K -110 -0.4%
SWM
972
SeaCrest Wealth Management
New York
$12M +$301K +741 +3%
AWM
973
Axxcess Wealth Management
California
$12M +$96K +236 +0.8%
OFG
974
Oxford Financial Group
Indiana
$12M +$1.48M +3,644 +14%
KIA
975
KCM Investment Advisors
California
$11.9M +$315K +775 +3%