BRK.B icon

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 %
CAGAS
2026
Capital Advisory Group Advisory Services
Minnesota
$2.66M +$254K +625 +11%
NDSI
2027
Newman Dignan & Sheerar Inc
Rhode Island
$2.66M -$22.4K -55 -0.8%
GCM
2028
Gladius Capital Management
Illinois
$2.66M +$1.84M +4,530 +225%
PP
2029
Pegasus Partners
Wisconsin
$2.66M +$438K +1,077 +20%
BAM
2030
Brave Asset Management
New Jersey
$2.65M -$40.3K -99 -1%
SCM
2031
Sterneck Capital Management
Missouri
$2.65M -$75.7K -186 -3%
LWM
2032
Lyell Wealth Management
California
$2.64M
1WM
2033
1858 Wealth Management
Ohio
$2.64M -$508K -1,248 -16%
TCA
2034
Trifecta Capital Advisors
Illinois
$2.63M -$199K -489 -7%
TWM
2035
Thrive Wealth Management
Pennsylvania
$2.62M +$2.03K +5 +0.1%
PIP
2036
Peachtree Investment Partners
Florida
$2.62M -$29.7K -73 -1%
AAM
2037
Aureus Asset Management
Massachusetts
$2.61M -$50.9K -125 -2%
GWM
2038
Greenwich Wealth Management
Connecticut
$2.61M +$145K +357 +6%
MIC
2039
Meridian Investment Counsel
California
$2.61M +$275K +675 +12%
OL
2040
Optas LLC
Texas
$2.61M +$186K +458 +8%
LRIA
2041
Leonard Rickey Investment Advisors
Washington
$2.6M +$283K +696 +12%
FGAM
2042
Financial Gravity Asset Management
Texas
$2.6M -$2.38M -5,845 -48%
AWA
2043
Artemis Wealth Advisors
New York
$2.6M +$122K +300 +5%
HA
2044
Herold Advisors
New York
$2.6M +$142K +350 +6%
LJAC
2045
L.J. Altfest & Co
New York
$2.6M -$8.14K -20 -0.3%
DA
2046
Dover Advisors
Virginia
$2.6M +$162K +398 +7%
OWA
2047
Octavia Wealth Advisors
Ohio
$2.59M +$110K +271 +4%
MFS
2048
Madrona Financial Services
Washington
$2.59M -$35.8K -88 -1%
GWM
2049
GSB Wealth Management
Connecticut
$2.58M +$15.1K +37 +0.6%
1W
2050
1776 Wealth
Georgia
$2.58M -$84.6K -208 -3%