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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 %
FCG
2251
Financial Connections Group
California
$1.99M +$14.6K +36 +0.7%
CFD
2252
Creative Financial Designs
Indiana
$1.98M +$47.2K +116 +2%
CPWA
2253
Cerro Pacific Wealth Advisors
California
$1.98M +$1.98M +4,874 New
EFL
2254
ERn Financial LLC
Wisconsin
$1.98M +$27.3K +67 +1%
PAM
2255
Paradigm Asset Management
New York
$1.98M -$102K -250 -5%
FWTB
2256
First Western Trust Bank
Colorado
$1.97M
EWA
2257
Encompass Wealth Advisors
Oregon
$1.97M +$2.85K +7 +0.1%
AFO
2258
Arrowroot Family Office
California
$1.97M -$20.7K -51 -1%
SAI
2259
Savvy Advisors Inc
New York
$1.96M +$898K +2,207 +85%
ATI
2260
Act Two Investors
California
$1.96M +$421K +1,036 +27%
CFM
2261
Catalyst Funds Management
Australia
$1.95M +$1.95M +4,800 New
CC
2262
Capital Counsel
New York
$1.95M
KMWM
2263
Keudell/Morrison Wealth Management
Oregon
$1.94M +$102K +251 +6%
TBWA
2264
Three Bridge Wealth Advisors
California
$1.94M -$70.4K -173 -3%
IIL
2265
Insight Inv LLC
California
$1.94M +$14.2K +35 +0.7%
OC
2266
Oarsman Capital
Wisconsin
$1.94M +$65.1K +160 +3%
MSS
2267
Mitchell Sinkler & Starr
Pennsylvania
$1.94M -$1.14M -2,585 -37%
ML
2268
McAdam LLC
Pennsylvania
$1.94M +$999K +2,456 +106%
AWM
2269
Aries Wealth Management
Maine
$1.94M -$5.7K -14 -0.3%
SC
2270
Summa Corp
Texas
$1.94M
OL
2271
OneFund LLC
Florida
$1.94M +$32.1K +79 +2%
IWN
2272
Independent Wealth Network
Iowa
$1.93M +$4.07K +10 +0.2%
MA
2273
MJP Associates
Connecticut
$1.93M -$30.9K -76 -2%
WI
2274
WrapManager Inc
California
$1.93M +$266K +653 +16%
PSB
2275
Piscataqua Savings Bank
New Hampshire
$1.93M -$20.3K -50 -1%