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Berkshire Hathaway Class A

1,029 hedge funds and large institutions have $65.6B invested in Berkshire Hathaway Class A in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,029
Holders Change
+6
Holders Change %
+0.59%
% of All Funds
14.88%
Holding in Top 10
124
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.48%
% of All Funds
1.79%
New
51
Increased
83
Reduced
122
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
401
Creative Planning
Kansas
$4.84M +$1.38M +2 +40%
EWA
402
EverSource Wealth Advisors
Alabama
$4.84M +$2.76M +4 +133%
ABWM
403
Alpine Bank Wealth Management
Colorado
$4.84M +$4.84M +7 New
CFP
404
Cascade Financial Partners
California
$4.16M
Citadel Advisors
405
Citadel Advisors
Florida
$4.15M -$7.6M -11 -65%
RCM
406
RMR Capital Management
California
$4.15M
KM
407
KP Management
Minnesota
$4.15M
WA
408
Waverly Advisors
Alabama
$4.15M
FWCM
409
Ferguson Wellman Capital Management
Oregon
$4.15M
MPI
410
Mairs & Power Inc
Minnesota
$4.15M
BC
411
Blackhill Capital
New Jersey
$4.15M
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$4.15M
RGC
413
Roberts, Glore & Co
Illinois
$4.15M
AC
414
Avenir Corporation
Virginia
$4.15M
SBWIC
415
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.15M
FFA
416
First Foundation Advisors
California
$4.15M
AAM
417
Aureus Asset Management
Massachusetts
$4.15M
NCM
418
Northside Capital Management
Oregon
$4.15M
CBA
419
Coastal Bridge Advisors
Connecticut
$4.15M
MMHP
420
Murphy Middleton Hinkle & Parker
Georgia
$4.15M
AWM
421
Avondale Wealth Management
Texas
$4.15M
CCA
422
Cadent Capital Advisors
Oklahoma
$4.15M
DWP
423
Daymark Wealth Partners
Ohio
$4.15M
CPA
424
Cardiff Park Advisors
California
$4.15M
ECP
425
Epacria Capital Partners
Colorado
$4.15M