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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 %
FNWM
2451
Financial Network Wealth Management
Utah
$1.54M +$1.54M +3,791 New
PA
2452
Parkside Advisors
California
$1.54M -$122K -300 -7%
OCM
2453
Osterweis Capital Management
California
$1.54M +$14.6K +36 +1%
CCG
2454
Coastwise Capital Group
California
$1.54M +$14.6K +36 +1%
GFWA
2455
Grey Fox Wealth Advisors
Delaware
$1.54M +$78.1K +192 +5%
HWM
2456
Horizon Wealth Management
Illinois
$1.53M -$7.32K -18 -0.5%
KFS
2457
Kurt F. Somerville
$1.53M -$61K -150 -4%
LWP
2458
Laurel Wealth Planning
Minnesota
$1.52M -$16.7K -41 -1%
WAOTB
2459
Wealth Advisors of Tampa Bay
Florida
$1.52M
CFP
2460
Cypress Financial Planning
New Jersey
$1.51M +$345K +848 +30%
SWM
2461
Shelton Wealth Management
Texas
$1.51M +$183K +449 +14%
HC
2462
Hamilton Capital
Ohio
$1.51M -$222K -545 -13%
VC
2463
Vicus Capital
Pennsylvania
$1.51M -$244K -601 -14%
YWS
2464
Yarger Wealth Strategies
Ohio
$1.51M +$5.7K +14 +0.4%
MWM
2465
Mittelman Wealth Management
Massachusetts
$1.51M
Two Sigma Investments
2466
Two Sigma Investments
New York
$1.51M
AWA
2467
Acorn Wealth Advisors
Michigan
$1.5M +$67.1K +165 +5%
AWA
2468
Arbor Wealth Advisors
Michigan
$1.5M
UB
2469
Umpqua Bank
Oregon
$1.5M -$27.7K -68 -2%
SHJ
2470
Sharkey, Howes & Javer
Colorado
$1.5M
BWP
2471
BSW Wealth Partners
Colorado
$1.5M -$899K -2,211 -38%
DTC
2472
Davidson Trust Company
Washington
$1.49M -$40.7K -100 -3%
BWA
2473
Boulder Wealth Advisors
Colorado
$1.49M
EA
2474
Ergawealth Advisors
Illinois
$1.49M +$263K +646 +21%
HBT
2475
Heartland Bank & Trust
Illinois
$1.49M +$7.32K +18 +0.5%