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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 %
PWMG
1801
Prestige Wealth Management Group
New Jersey
$3.53M +$1.81M +4,457 +106%
IA
1802
Insight Advisors
Pennsylvania
$3.52M +$32.1K +79 +0.9%
PP
1803
Patten & Patten
Tennessee
$3.52M +$444K +1,091 +14%
MW
1804
Marcum Wealth
Ohio
$3.51M +$131K +323 +4%
DRS
1805
Deane Retirement Strategies
Louisiana
$3.51M -$39.4K -97 -1%
NAM
1806
NTV Asset Management
West Virginia
$3.51M +$131K +321 +4%
FAT
1807
First American Trust
California
$3.5M -$77.7K -191 -2%
CIM
1808
CIM Investment Management
Pennsylvania
$3.5M -$20.7K -51 -0.6%
CF
1809
Crosspoint Financial
California
$3.5M
GC
1810
Gould Capital
Washington
$3.49M -$82.6K -203 -2%
DAM
1811
Deltec Asset Management
New York
$3.49M
LIWM
1812
Long Island Wealth Management
New York
$3.48M -$35.8K -88 -1%
AFP
1813
Ausdal Financial Partners
Iowa
$3.47M +$61.4K +151 +2%
ACM
1814
Ashford Capital Management
Delaware
$3.47M
JF
1815
JSF Financial
California
$3.47M -$89.5K -220 -3%
PCFFS
1816
Pacific Center for Financial Services
California
$3.47M +$67.1K +165 +2%
DWM
1817
Dynasty Wealth Management
Florida
$3.46M -$64.3K -158 -2%
TSWM
1818
Triangle Securities Wealth Management
North Carolina
$3.45M -$220K -541 -6%
CCA
1819
Clarity Capital Advisors
Florida
$3.45M +$11.8K +29 +0.3%
PPWP
1820
Premier Path Wealth Partners
New Jersey
$3.44M +$29.3K +72 +0.9%
AWM
1821
Aberdeen Wealth Management
Illinois
$3.43M -$142K -350 -4%
WPWM
1822
Western Pacific Wealth Management
Illinois
$3.43M +$71.2K +175 +2%
HFM
1823
Hartford Financial Management
Connecticut
$3.42M -$127K -312 -4%
CAS
1824
CTC Alternative Strategies
Illinois
$3.42M +$3.42M +8,400 New
APW
1825
Aurora Private Wealth
New Jersey
$3.41M +$5.7K +14 +0.2%