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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 %
FMB
1951
Field & Main Bank
Kentucky
$2.95M +$24K +59 +0.8%
IIA
1952
IPG Investment Advisors
California
$2.95M +$96.4K +237 +3%
PWM
1953
Palumbo Wealth Management
New York
$2.94M +$557K +1,369 +23%
HC
1954
Hourglass Capital
Texas
$2.94M -$15.5K -38 -0.5%
CMI
1955
Clare Market Investments
Texas
$2.92M +$40.7K +100 +1%
FNBOMD
1956
First National Bank of Mount Dora
Florida
$2.92M +$63.1K +155 +2%
SOS
1957
Silver Oak Securities
Tennessee
$2.92M -$27.7K -68 -0.9%
MSFP
1958
Mark Sheptoff Financial Planning
Connecticut
$2.91M
MWM
1959
MGB Wealth Management
Texas
$2.91M +$130K +310 +5%
KA
1960
KLCM Advisors
Wisconsin
$2.91M +$19.9K +49 +0.7%
MFS
1961
Mirabella Financial Services
United Kingdom
$2.9M +$2.56M +6,291 +741%
EWM
1962
EPG Wealth Management
Georgia
$2.9M -$2.96M -7,046 Closed
SCM
1963
SOL Capital Management
Maryland
$2.9M -$67.9K -167 -2%
HIC
1964
Holderness Investments Company
North Carolina
$2.9M -$12.2K -30 -0.4%
Balyasny Asset Management
1965
Balyasny Asset Management
Illinois
$2.89M +$1.21M +2,972 +72%
PWG
1966
Portside Wealth Group
Utah
$2.89M +$2.44K +6 +0.1%
SFG
1967
SevenBridge Financial Group
Pennsylvania
$2.89M +$4.22K +10 +0.1%
AMG
1968
Asset Management Group
Connecticut
$2.89M +$25.2K +62 +0.9%
TFP
1969
Tilia Fiduciary Partners
North Carolina
$2.88M +$228K +560 +9%
JHP
1970
James Hambro & Partners
United Kingdom
$2.88M +$28.9K +71 +1%
S
1971
SimplyRich
California
$2.88M -$18.3K -45 -0.6%
TA
1972
Tectonic Advisors
Texas
$2.87M +$45.6K +112 +2%
AAM
1973
Augustine Asset Management
Florida
$2.87M
M
1974
MOTCO
Texas
$2.86M +$91.5K +225 +3%
WFS
1975
Walker Financial Services
Kentucky
$2.85M +$153K +376 +6%