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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 %
EFG
1751
Everhart Financial Group
Ohio
$3.74M +$342K +840 +10%
PIM
1752
Pullen Investment Management
Florida
$3.73M -$78.5K -193 -2%
C
1753
Certuity
Florida
$3.73M -$164K -402 -4%
LL
1754
LPWM LLC
Minnesota
$3.73M +$4.09K +10 +0.1%
ATC
1755
Adirondack Trust Company
New York
$3.72M -$85K -209 -2%
AOWM
1756
Alpha Omega Wealth Management
Virginia
$3.72M +$22.8K +56 +0.6%
GWAG
1757
Garrett Wealth Advisory Group
Texas
$3.71M +$58.2K +143 +2%
FC
1758
Forte Capital
New York
$3.71M -$10.2K -25 -0.3%
GLA
1759
Good Life Advisors
Pennsylvania
$3.69M +$1.55M +3,805 +72%
NSB
1760
Norway Savings Bank
Maine
$3.69M +$65.9K +162 +2%
DWA
1761
Dorsey Wright & Associates
California
$3.69M +$9.76K +24 +0.3%
SIMG
1762
Sonora Investment Management Group
Arizona
$3.68M
BWP
1763
Balboa Wealth Partners
Arizona
$3.67M -$20.7K -51 -0.6%
WAAG
1764
Wealth Alliance Advisory Group
Kansas
$3.66M +$210K +515 +6%
KL
1765
KWMG LLC
Kansas
$3.66M +$3.66M +9,008 New
GM
1766
GeoWealth Management
Illinois
$3.66M +$619K +1,521 +20%
TTWM
1767
TCV Trust & Wealth Management
Virginia
$3.66M -$5.29K -13 -0.1%
WAG
1768
Winthrop Advisory Group
Massachusetts
$3.65M -$84.2K -207 -2%
JWM
1769
Jupiter Wealth Management
Colorado
$3.65M -$246K -562 -6%
1WA
1770
180 Wealth Advisors
Washington
$3.65M +$545K +1,301 +18%
BFPW
1771
BOK Financial Private Wealth
Colorado
$3.65M -$101K -248 -3%
GC
1772
GFG Capital
Florida
$3.65M +$353K +868 +11%
SIM
1773
Sentry Investment Management
Wisconsin
$3.65M -$746K -1,835 -17%
SAMC
1774
Spectrum Asset Management (California)
California
$3.64M -$161K -396 -4%
TSWM
1775
Tyler-Stone Wealth Management
Ohio
$3.63M -$34.6K -85 -0.9%