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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 %
SLT
1926
St Louis Trust
Missouri
$3.03M
CWM
1927
Concentrum Wealth Management
California
$3.02M +$690K +1,696 +30%
AWM
1928
Aviso Wealth Management
Washington
$3.02M +$12.6K +31 +0.4%
AWC
1929
Adamsbrown Wealth Consultants
Kansas
$3.02M +$48.4K +119 +2%
MAM
1930
Morse Asset Management
Connecticut
$3.02M +$2.73M +6,700 +928%
PWM
1931
Peterson Wealth Management
Nevada
$3.01M +$1.11M +2,734 +58%
HI
1932
Horizon Investments
North Carolina
$3.01M -$8.98M -22,075 -75%
DM
1933
Delphi Management
Massachusetts
$3.01M -$282K -692 -9%
REMPR
1934
Roof Eidam Maycock Peralta (REMP)
California
$3M
AP
1935
Adero Partners
California
$2.99M +$146K +358 +5%
NF
1936
Nikulski Financial
Iowa
$2.98M -$6.92K -17 -0.2%
BDL
1937
Bey-Douglas LLC
Georgia
$2.98M +$29.7K +73 +1%
LAIC
1938
Lederer & Associates Investment Counsel
California
$2.97M -$407 -1 -0%
SHGA
1939
Sand Hill Global Advisors
California
$2.97M +$1.16M +2,857 +64%
CWP
1940
CFM Wealth Partners
Texas
$2.97M +$82.2K +202 +3%
PCI
1941
Planning Center Inc
Illinois
$2.97M +$131K +322 +5%
ACM
1942
Avalon Capital Management
California
$2.97M -$9.76K -24 -0.3%
LI
1943
LRI Investments
Florida
$2.97M +$2.04M +5,019 +221%
OIM
1944
Orca Investment Management
Oregon
$2.97M +$25.6K +63 +0.9%
SAF
1945
Smith Anglin Financial
Texas
$2.97M +$16.7K +41 +0.6%
VFA
1946
Voya Financial Advisors
Connecticut
$2.97M +$186K +457 +7%
FA
1947
Fiducient Advisors
Illinois
$2.96M -$589K -1,448 -17%
LWM
1948
LongView Wealth Management
Georgia
$2.96M -$38.2K -94 -1%
SIC
1949
Samalin Investment Counsel
New York
$2.95M +$60.6K +149 +2%
BSG
1950
Black Swift Group
Colorado
$2.95M -$610K -1,500 -17%