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Berkshire Hathaway Class B

3,973 hedge funds and large institutions have $356B invested in Berkshire Hathaway Class B in 2024 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 1,592 increasing their positions, 1,570 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,973
Holders Change
+82
Holders Change %
+2.11%
% of All Funds
57.59%
Holding in Top 10
721
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+10.58%
% of All Funds
10.45%
New
237
Increased
1,592
Reduced
1,570
Closed
101
Calls
$8.72B
Puts
$4.68B
Net Calls
+$4.04B
Net Calls Change
+$1.66B
Name Holding Trade Value Shares
Change
Shares
Change %
GFP
1976
Guardian Financial Partners
California
$2.83M +$6.31K +15 +0.2%
KP
1977
Keel Point
Alabama
$2.82M +$69.8K +166 +3%
SCM
1978
Sterneck Capital Management
Missouri
$2.81M -$4.21K -10 -0.1%
AA
1979
Altman Advisors
Illinois
$2.81M +$69.3K +165 +3%
WAM
1980
Weatherly Asset Management
California
$2.8M +$116K +275 +4%
AAS
1981
Annex Advisory Services
Wisconsin
$2.8M +$186K +442 +7%
GC
1982
Guidance Capital
Kentucky
$2.8M +$140K +350 +5%
WFS
1983
Walker Financial Services
Kentucky
$2.79M +$62.7K +149 +2%
MCM
1984
Magnolia Capital Management
New York
$2.79M -$8.41K -20 -0.3%
BAM
1985
Brave Asset Management
New Jersey
$2.78M +$82.4K +196 +3%
NDSI
1986
Newman Dignan & Sheerar Inc
Rhode Island
$2.78M +$105K +249 +4%
AMBIA
1987
Allen Mooney & Barnes Investment Advisors
Georgia
$2.78M -$846K -2,076 -23%
MWM
1988
MGB Wealth Management
Texas
$2.77M +$67.6K +161 +2%
AB
1989
Atlas Brown
Kentucky
$2.77M -$31.1K -74 -1%
KFSC
1990
Keystone Financial Services (Colorado)
Colorado
$2.77M -$547K -1,302 -16%
IEFM
1991
IQ EQ Fund Management
Ireland
$2.77M -$217K -517 -7%
1WM
1992
1858 Wealth Management
Ohio
$2.76M
1W
1993
1776 Wealth
Georgia
$2.76M -$174K -414 -6%
AAM
1994
Aureus Asset Management
Massachusetts
$2.76M +$169K +401 +7%
NQWM
1995
Northwest Quadrant Wealth Management
Oregon
$2.75M
TFP
1996
Tilia Fiduciary Partners
North Carolina
$2.74M +$197K +468 +8%
TCWM
1997
Total Clarity Wealth Management
Illinois
$2.74M +$594K +1,413 +28%
FFO
1998
Fiduciary Family Office
Florida
$2.74M -$39.1K -93 -1%
OP
1999
ORG Partners
Indiana
$2.74M -$15.9M -37,821 -85%
VIP
2000
Vista Investment Partners
Oklahoma
$2.74M