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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 %
RFWA
1401
RPg Family Wealth Advisory
Massachusetts
$5.93M -$92.8K -228 -2%
HCP
1402
Holt Capital Partners
Texas
$5.93M -$9.36K -23 -0.2%
CCG
1403
Cloverfields Capital Group
Minnesota
$5.93M -$58.6K -144 -1%
CWA
1404
CJM Wealth Advisers
Virginia
$5.92M
CCWM
1405
Correct Capital Wealth Management
Missouri
$5.92M -$2.03K -5 -0%
NSIM
1406
North Star Investment Management
Illinois
$5.91M -$419K -1,029 -7%
MWAM
1407
Manhattan West Asset Management
California
$5.89M -$694K -1,705 -11%
WP
1408
Westmount Partners
California
$5.89M +$13.8K +34 +0.2%
PVI
1409
Pine Valley Investments
New Jersey
$5.89M -$761K -1,871 -11%
4WM
1410
4J Wealth Management
Virginia
$5.88M +$34.6K +85 +0.6%
AWA
1411
Aaron Wealth Advisors
Illinois
$5.83M +$80.5K +198 +1%
LA
1412
LM Advisors
California
$5.83M -$3.57M -8,766 -38%
AP
1413
Appleton Partners
Massachusetts
$5.83M -$116K -286 -2%
PWS
1414
Peterson Wealth Services
Utah
$5.82M +$52.1K +128 +0.9%
LG
1415
Leuthold Group
Minnesota
$5.81M +$5.81M +14,285 New
AF
1416
Aviso Financial
Ontario, Canada
$5.81M +$5.81M +14,278 New
BIP
1417
Blueprint Investment Partners
North Carolina
$5.81M +$406K +999 +8%
DIA
1418
Dana Investment Advisors
Wisconsin
$5.8M -$93.2K -229 -2%
TAM
1419
Titleist Asset Management
Texas
$5.8M +$229K +562 +4%
TSS
1420
Thomas Story & Son
Indiana
$5.8M +$5.29K +13 +0.1%
PMFA
1421
Plante Moran Financial Advisors
Michigan
$5.79M +$76.5K +188 +1%
FCG
1422
Fielder Capital Group
Tennessee
$5.78M -$814 -2 -0%
GTAM
1423
Global Trust Asset Management
Florida
$5.76M +$11.4K +28 +0.2%
SPG
1424
Strategic Planning Group
Utah
$5.76M +$1.1M +2,707 +24%
BFW
1425
Brady Family Wealth
Missouri
$5.76M +$134K +329 +2%