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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 %
CPCP
2876
Cedar Point Capital Partners
Iowa
$1.01M +$6.9K +15 +0.7%
PWM
2877
Power Wealth Management
Georgia
$1.01M +$101K +219 +11%
CAM
2878
Concorde Asset Management
Michigan
$1.01M -$88.4K -192 -8%
TWP
2879
Tempus Wealth Planning
California
$1.01M +$39.1K +85 +4%
6F
2880
626 Financial
Michigan
$1.01M -$34.1K -74 -3%
ACM
2881
Argyle Capital Management
Pennsylvania
$1.01M +$41.4K +90 +4%
HCA
2882
Heck Capital Advisors
Wisconsin
$1.01M -$11.5K -25 -1%
UWM
2883
USAdvisors Wealth Management
Minnesota
$1.01M +$22.9K +50 +2%
SFP
2884
Sterling Financial Planning
New Jersey
$1.01M -$50.6K -110 -5%
RG
2885
Renaissance Group
Kentucky
$1.01M -$35K -76 -3%
SMA
2886
Seven Mile Advisory
New Jersey
$1M +$62.6K +136 +7%
KAM
2887
Knightsbridge Asset Management
California
$1M -$21.6K -47 -2%
OFW
2888
Omnia Family Wealth
Florida
$1M +$114K +248 +13%
UAG
2889
United Advisor Group
Ohio
$1M +$75.5K +164 +8%
SRL
2890
Scientech Research LLC
New Jersey
$1M +$1M +2,176 New
CAL
2891
Capital Advisors Ltd
Ohio
$1M +$3.68K +8 +0.4%
HP
2892
Hilltop Partners
Indiana
$1,000K +$102K +221 +11%
WCP
2893
Wick Capital Partners
Pennsylvania
$999K +$239K +520 +32%
PW
2894
Paladin Wealth
Minnesota
$997K +$997K +2,167 New
AW
2895
Apricus Wealth
South Carolina
$995K -$9.21K -20 -0.9%
RLIM
2896
Red Lighthouse Investment Management
New York
$994K -$460 -1 -0%
SIA
2897
Sage Investment Advisers
New York
$993K -$8.75K -19 -0.9%
DWM
2898
Defined Wealth Management
Oregon
$993K +$16.6K +36 +2%
MAM
2899
Marquette Asset Management
Minnesota
$991K -$92.1K -200 -8%
SI
2900
SimpliFi Inc
California
$990K