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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 %
GIM
2001
Guardian Investment Management
California
$2.76M
ERSOT
2002
Employees Retirement System of Texas
Texas
$2.76M -$2.3M -5,650 -45%
IP
2003
Intellectus Partners
California
$2.76M -$320K -787 -10%
QPWM
2004
Quadrant Private Wealth Management
Pennsylvania
$2.76M +$19.9K +49 +0.7%
HHWM
2005
Hiley Hunt Wealth Management
Nebraska
$2.76M -$143K -352 -5%
FCA
2006
FLC Capital Advisors
California
$2.75M -$562K -1,381 -17%
PSC
2007
Prentiss Smith & Co
Vermont
$2.75M
GFP
2008
Guardian Financial Partners
California
$2.75M +$9.36K +23 +0.3%
JCM
2009
Jag Capital Management
Missouri
$2.74M
ACM
2010
Altrius Capital Management
North Carolina
$2.74M -$26.4K -65 -1%
CNBT
2011
Canandaigua National Bank & Trust
New York
$2.72M -$52.1K -128 -2%
TCWM
2012
Total Clarity Wealth Management
Illinois
$2.72M +$68.3K +168 +3%
LCM
2013
Legato Capital Management
California
$2.72M -$1.25M -3,064 -31%
CP
2014
Camelot Portfolios
Ohio
$2.71M +$2.2M +5,414 +431%
AA
2015
Altman Advisors
Illinois
$2.71M -$5.29K -13 -0.2%
MCM
2016
Magnolia Capital Management
New York
$2.7M
VA
2017
Verdad Advisers
Massachusetts
$2.7M +$1.09M +2,689 +68%
AB
2018
Atlas Brown
Kentucky
$2.69M +$11K +27 +0.4%
AA
2019
ALPS Advisors
Colorado
$2.69M +$81.4K +200 +3%
LBC
2020
Lowe Brockenbrough & Co
Virginia
$2.69M -$70K -172 -3%
FNBOH
2021
First National Bank of Hutchinson
Kansas
$2.69M +$224K +551 +9%
IFO
2022
Independent Family Office
New York
$2.68M -$453K -1,113 -14%
IEFM
2023
IQ EQ Fund Management
Ireland
$2.68M
VIP
2024
Vista Investment Partners
Oklahoma
$2.68M +$25.6K +63 +1%
GSWM
2025
Greenup Street Wealth Management
Michigan
$2.67M -$4.8M -11,799 -64%