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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 %
SL
1976
Stevard LLC
Illinois
$2.85M
FFS
1977
Founders Financial Securities
Maryland
$2.85M +$411K +1,010 +17%
CC
1978
Callan Capital
California
$2.84M +$1.22M +3,001 +75%
KFSC
1979
Keystone Financial Services (Colorado)
Colorado
$2.84M +$158K +389 +6%
IRAG
1980
Investment Research & Advisory Group
Georgia
$2.84M -$64.7K -159 -2%
FWM
1981
Fairhaven Wealth Management
Illinois
$2.83M -$8.14K -20 -0.3%
GAM
1982
Gemmer Asset Management
California
$2.82M +$938K +2,305 +50%
KNW
1983
Kesler Norman & Wride
Utah
$2.82M +$605K +1,487 +27%
LB
1984
Legacy Bridge
Iowa
$2.82M +$3.25K +8 +0.1%
LWA
1985
Lantern Wealth Advisors
New York
$2.82M
CTFG
1986
Capstone Triton Financial Group
Oklahoma
$2.81M +$3.66K +9 +0.1%
AO
1987
Allen Operations
New York
$2.81M
BW
1988
BIP Wealth
Georgia
$2.81M -$6.1K -15 -0.2%
CWM
1989
Chesapeake Wealth Management
Virginia
$2.81M -$73.2K -180 -3%
AWA
1990
Alta Wealth Advisors
Massachusetts
$2.8M
CWM
1991
Cahaba Wealth Management
Georgia
$2.8M -$40.3K -99 -1%
TAM
1992
Townsend Asset Management
North Carolina
$2.8M -$2.03K -5 -0.1%
JC
1993
JB Capital
Connecticut
$2.8M +$740K +1,818 +36%
WAM
1994
Weatherly Asset Management
California
$2.79M +$83.4K +205 +3%
PFSC
1995
Peoples Financial Services Corp
Pennsylvania
$2.79M -$74.8K -184 -3%
TCOO
1996
Trust Company of Oklahoma
Oklahoma
$2.78M -$32.1K -79 -1%
RW
1997
REDW Wealth
New Mexico
$2.77M +$2.85K +7 +0.1%
CBA
1998
Coastal Bridge Advisors
Connecticut
$2.77M +$25.6K +63 +0.9%
FPGK
1999
Financial Partners Group (Kansas)
Kansas
$2.77M +$12.6K +31 +0.5%
WSC
2000
Wellington Shields & Co
New York
$2.77M +$7.32K +18 +0.3%