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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 %
CWAG
1651
Compton Wealth Advisory Group
Virginia
$4.22M +$511K +1,255 +14%
VNA
1652
Valley National Advisers
Pennsylvania
$4.21M +$19.5K +48 +0.5%
MGWM
1653
Marks Group Wealth Management
Minnesota
$4.21M +$607K +1,493 +17%
FCFC
1654
First Citizens Financial Corp
Iowa
$4.21M
HZ
1655
Hixon Zuercher
Ohio
$4.2M -$81.8K -201 -2%
SIA
1656
Soltis Investment Advisors
Utah
$4.19M +$251K +617 +6%
WFAG
1657
Wescott Financial Advisory Group
Pennsylvania
$4.19M +$2.91M +7,143 +226%
RPC
1658
Rossmore Private Capital
Connecticut
$4.19M -$64.3K -158 -2%
GCM
1659
Graham Capital Management
Connecticut
$4.18M +$4.18M +10,282 New
SFG
1660
SNS Financial Group
Minnesota
$4.16M +$1.09M +2,680 +35%
SFG
1661
Seamount Financial Group
Colorado
$4.16M -$22.8K -56 -0.5%
ECM
1662
EagleClaw Capital Management
Massachusetts
$4.15M
LIA
1663
LBMC Investment Advisors
Tennessee
$4.15M
ALC
1664
Alexander Labrunerie & Co
Missouri
$4.14M +$31.3K +77 +0.8%
LFS
1665
Legacy Financial Strategies
Kansas
$4.13M +$58.8K +145 +1%
Financial Engines Advisors
1666
Financial Engines Advisors
California
$4.12M -$687K -1,688 -14%
BFA
1667
Bill Few Associates
Pennsylvania
$4.12M +$34.6K +85 +0.8%
CA
1668
Capital Advantage
California
$4.11M +$2.05K +5 +0%
SFFS
1669
Stonehage Fleming Financial Services
Jersey
$4.1M +$4.1M +10,084 New
CWP
1670
Concord Wealth Partners
Virginia
$4.1M +$160K +394 +4%
FNA
1671
First National Advisers
Nebraska
$4.09M -$8.15M -20,028 -67%
RMF
1672
Red Mountain Financial
Colorado
$4.08M +$4.08M +10,039 New
RA
1673
Rockingstone Advisors
Massachusetts
$4.08M +$32.1K +79 +0.8%
FCCM
1674
First City Capital Management
Georgia
$4.07M +$29.7K +73 +0.7%
RPWA
1675
Regent Peak Wealth Advisors
Georgia
$4.07M +$42.3K +104 +1%