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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 %
RW
1826
Rede Wealth
Virginia
$3.4M -$84.6K -208 -2%
MWM
1827
Modern Wealth Management
Kansas
$3.4M +$157K +387 +5%
ZIC
1828
ZWJ Investment Counsel
Georgia
$3.4M -$91.1K -224 -3%
VW
1829
Vance Wealth
California
$3.39M +$13.4K +33 +0.4%
SIS
1830
Strategic Investment Solutions
Illinois
$3.39M +$3.39M +7,996 New
TFA
1831
Teamwork Financial Advisors
Texas
$3.38M -$1.78M -4,375 -34%
LWM
1832
Lodestone Wealth Management
Washington
$3.38M -$47.2K -116 -1%
BWM
1833
BCGM Wealth Management
Indiana
$3.38M +$15.1K +37 +0.4%
GPI
1834
General Partner Inc
Pennsylvania
$3.38M +$46.4K +114 +1%
SEP
1835
Southland Equity Partners
Missouri
$3.38M +$113K +278 +3%
HAS
1836
HBW Advisory Services
California
$3.37M +$298K +733 +10%
AMIM
1837
Aull & Monroe Investment Management
Alabama
$3.37M -$441K -1,083 -12%
RWB
1838
RMR Wealth Builders
New Jersey
$3.36M -$27.3K -67 -0.8%
FDS
1839
Freedom Day Solutions
Texas
$3.35M +$114K +280 +4%
SIAP
1840
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.35M -$8.14K -20 -0.2%
HAG
1841
HF Advisory Group
Maryland
$3.35M +$476K +1,170 +17%
HCP
1842
Hardin Capital Partners
South Carolina
$3.34M +$3.34M +8,218 New
BIC
1843
Beach Investment Counsel
Pennsylvania
$3.34M -$2.68M -6,581 -44%
KF
1844
KKM Financial
Illinois
$3.34M +$24.5K +60 +0.7%
PWA
1845
Provenance Wealth Advisors
Florida
$3.34M -$4.07K -10 -0.1%
NWMG
1846
National Wealth Management Group
Ohio
$3.34M +$479K +1,178 +17%
KCM
1847
Kaye Capital Management
California
$3.33M -$10.2K -25 -0.3%
V
1848
VeraBank
Texas
$3.33M -$16.3K -40 -0.5%
PC
1849
Prairiewood Capital
North Dakota
$3.32M
AA
1850
Alesco Advisors
New York
$3.32M +$2.03K +5 +0.1%