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Berkshire Hathaway Class B

3,973 hedge funds and large institutions have $356B invested in Berkshire Hathaway Class B in 2024 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 1,592 increasing their positions, 1,570 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,973
Holders Change
+82
Holders Change %
+2.11%
% of All Funds
57.59%
Holding in Top 10
721
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+10.58%
% of All Funds
10.45%
New
237
Increased
1,592
Reduced
1,570
Closed
101
Calls
$8.72B
Puts
$4.68B
Net Calls
+$4.04B
Net Calls Change
+$1.66B
Name Holding Trade Value Shares
Change
Shares
Change %
EI
1301
Ethic Inc
New York
$6.86M +$841K +2,001 +14%
MCM
1302
McDonough Capital Management
Florida
$6.85M +$82.8K +197 +1%
HNW
1303
High Note Wealth
Minnesota
$6.85M +$308K +733 +5%
HT
1304
Heritage Trust
Oklahoma
$6.84M -$80.3K -191 -1%
ES
1305
Eagle Strategies
New York
$6.84M +$6.34M +15,070 +1,266%
SC
1306
Stephens Consulting
Michigan
$6.82M -$170K -404 -2%
MWAM
1307
Manhattan West Asset Management
California
$6.81M +$1.03M +2,446 +18%
FPB
1308
First PREMIER Bank
South Dakota
$6.8M +$456K +1,084 +7%
OPA
1309
Old Port Advisors
Maine
$6.78M +$16.4K +39 +0.2%
RIA
1310
Realta Investment Advisors
Delaware
$6.77M -$982K -2,336 -13%
FHA
1311
First Horizon Advisors
Tennessee
$6.76M -$240K -571 -3%
SC
1312
Syon Capital
California
$6.75M -$6.5M -15,455 -49%
CCA
1313
Checchi Capital Advisers
California
$6.75M -$1.41M -3,342 -17%
PL
1314
Plancorp LLC
Missouri
$6.74M +$197K +469 +3%
VCA
1315
Verdence Capital Advisors
Maryland
$6.71M +$245K +583 +4%
PCM
1316
Pointe Capital Management
Michigan
$6.71M +$61K +145 +0.9%
PIA
1317
Pinion Investment Advisors
Kansas
$6.7M +$490K +1,166 +8%
ACIM
1318
Azimuth Capital Investment Management
Michigan
$6.69M -$911K -2,167 -12%
BFA
1319
Benedict Financial Advisors
Georgia
$6.69M -$85.8K -204 -1%
CI
1320
CX Institutional
Indiana
$6.66M +$63.5K +151 +1%
AF
1321
Aldebaran Financial
$6.64M -$31.5K -75 -0.5%
1SB
1322
1ST Source Bank
Indiana
$6.64M -$1.21M -2,867 -15%
PFA
1323
Pure Financial Advisors
California
$6.64M +$64.8K +154 +1%
CP
1324
Clayton Partners
California
$6.63M -$1.62M -3,854 -20%
TPWA
1325
TRUE Private Wealth Advisors
Oregon
$6.63M -$793K -1,886 -11%