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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 %
IFA
2901
Index Fund Advisors
California
$989K +$14.7K +32 +2%
THCM
2902
Taylor Hoffman Capital Management
Virginia
$987K +$987K +2,189 New
CBT
2903
CoreFirst Bank & Trust
Kansas
$984K
CWM
2904
Concentric Wealth Management
California
$984K -$34.5K -75 -3%
SCI
2905
Stableford Capital II
Arizona
$983K -$44.2K -96 -4%
IF
2906
Insight Folios
North Carolina
$983K +$136K +295 +16%
JFGLC
2907
Johnson Financial Group LLC (Colorado)
Colorado
$981K -$7.82K -17 -0.8%
BWM
2908
BKM Wealth Management
Wisconsin
$981K +$981K +2,131 New
CAM
2909
Congress Asset Management
Massachusetts
$978K
NCTC
2910
New Covenant Trust Company
Indiana
$974K +$218K +477 +29%
PFM
2911
Phillips Financial Management
Indiana
$973K -$107K -232 -10%
ERWM
2912
Elk River Wealth Management
Colorado
$971K +$971K +2,110 New
IA
2913
IMZ Advisory
Florida
$970K +$33.3K +72 +4%
MGAM
2914
McGowan Group Asset Management
Texas
$970K +$4.6K +10 +0.5%
AHL
2915
Abel Hall LLC
Louisiana
$969K -$1.38K -3 -0.1%
SWM
2916
Selective Wealth Management
Virginia
$967K -$21.3K -47 -2%
HG
2917
Harbor Group
New Hampshire
$967K -$21.2K -46 -2%
NC
2918
nVerses Capital
Florida
$967K +$967K +2,100 New
ECA
2919
Elevated Capital Advisors
Utah
$966K +$514K +1,118 +114%
DI
2920
DDFG Inc
California
$966K
VIM
2921
Vista Investment Management
Pennsylvania
$965K +$7.82K +17 +0.8%
GCGDR
2922
Geo Capital Gestora de Recursos
Brazil
$964K -$5.92M -12,849 -86%
IPGDR
2923
Investidor Profissional Gestao de Recursos
Brazil
$964K -$5.06M -10,999 -84%
AFG
2924
ABLE Financial Group
Arizona
$963K +$28.1K +61 +3%
MA
2925
MBA Advisors
Pennsylvania
$962K +$1.38K +3 +0.1%