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Berkshire Hathaway Class B

4,075 hedge funds and large institutions have $392B invested in Berkshire Hathaway Class B in 2024 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 1,618 increasing their positions, 1,607 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,075
Holders Change
+73
Holders Change %
+1.82%
% of All Funds
58.94%
Holding in Top 10
700
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+5.26%
% of All Funds
10.12%
New
206
Increased
1,618
Reduced
1,607
Closed
86
Calls
$10.5B
Puts
$6.2B
Net Calls
+$4.34B
Net Calls Change
+$574M
Name Holding Trade Value Shares
Change
Shares
Change %
PW
2601
Peninsula Wealth
California
$1.44M +$29.8K +64 +2%
WFA
2602
Wellspring Financial Advisors
Ohio
$1.44M -$32.2K -70 -2%
AIP
2603
Almanack Investment Partners
Pennsylvania
$1.44M +$18.4K +40 +1%
VL
2604
Vima LLC
Michigan
$1.44M -$9.21K -20 -0.6%
CCM
2605
CAAS Capital Management
New York
$1.43M +$1.43M +3,114 New
COI
2606
Connable Office Inc
Michigan
$1.43M +$5.06K +11 +0.4%
LWM
2607
Lakeridge Wealth Management
Ohio
$1.43M -$5.52K -12 -0.4%
CB
2608
CNB Bank
Pennsylvania
$1.43M +$179K +389 +14%
EI
2609
Ellevest Inc
New York
$1.43M -$7.82K -17 -0.5%
IA
2610
IAM Advisory
Pennsylvania
$1.42M +$10.1K +22 +0.7%
FBT
2611
First Bank & Trust
South Dakota
$1.42M +$46.5K +101 +3%
LK
2612
Lumbard & Kellner
New Hampshire
$1.42M -$19.8K -43 -1%
SXL
2613
Summit X LLC
Missouri
$1.42M -$316K -775 -18%
FFA
2614
Fi3 Financial Advisors
Indiana
$1.42M +$35.9K +78 +3%
AT
2615
American Trust
Kentucky
$1.41M -$122K -264 -8%
RIA
2616
Retirement Investment Advisors
Oklahoma
$1.41M +$9.21K +20 +0.7%
PWP
2617
Pursue Wealth Partners
California
$1.41M +$1.13M +2,460 +407%
SWMP
2618
Signature Wealth Management Partners
New Jersey
$1.41M -$57.5K -125 -4%
SMG
2619
Smart Money Group
Texas
$1.41M +$55.5K +123 +4%
GF
2620
Gries Financial
Ohio
$1.41M +$788K +1,711 +127%
MWC
2621
MBM Wealth Consultants
Missouri
$1.41M +$103K +224 +8%
AIA
2622
Allied Investment Advisors
Montana
$1.4M +$11.5K +25 +0.8%
IA
2623
Inspire Advisors
Idaho
$1.4M +$98K +213 +8%
AWM
2624
Act Wealth Management
Texas
$1.4M +$246K +535 +21%
LWMI
2625
Landmark Wealth Management (Illinois)
Illinois
$1.39M