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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 %
CAM
2976
Campion Asset Management
Virginia
$916K -$25.3K -55 -3%
GG
2977
Gleason Group
Kentucky
$915K -$55.2K -120 -6%
EWA
2978
ERTS Wealth Advisors
Michigan
$915K -$5.06K -11 -0.6%
GPW
2979
Gentry Private Wealth
Kansas
$914K -$921 -2 -0.1%
AFS
2980
Annapolis Financial Services
Maryland
$913K +$12K +26 +1%
FWM
2981
Forza Wealth Management
Florida
$910K +$121K +263 +15%
SA
2982
Strategic Advocates
Utah
$909K
CG
2983
Cynosure Group
Utah
$909K +$909K +1,976 New
TLFA
2984
True Link Financial Advisors
California
$909K +$4.14K +9 +0.5%
CPA
2985
Clear Point Advisors
New York
$908K +$7.36K +16 +0.8%
EL
2986
EWA LLC
Pennsylvania
$907K +$121K +258 +15%
SP
2987
Sequent Planning
Nebraska
$905K -$152K -331 -14%
HP
2988
Holowesko Partners
Bahamas
$904K
APSI
2989
Asset Planning Services Inc
Louisiana
$904K -$50.6K -110 -5%
TCG
2990
Transcendent Capital Group
Oklahoma
$904K +$118K +256 +15%
WCM
2991
Wealthcare Capital Management
Virginia
$901K +$25.8K +56 +3%
FIC
2992
Family Investment Center
Missouri
$900K -$206K -448 -19%
SWM
2993
Sugarloaf Wealth Management
Georgia
$900K -$85.6K -186 -9%
EA
2994
Emerald Advisors
Washington
$900K -$116K -250 -11%
APW
2995
Austin Private Wealth
Texas
$899K -$210K -457 -19%
SFS
2996
Security Financial Services
Indiana
$898K +$7.36K +16 +0.8%
CCG
2997
Capital CS Group
California
$898K
OWA
2998
One Wealth Advisors
California
$896K -$487K -1,058 -35%
CWP
2999
Curated Wealth Partners
California
$895K +$18.4K +40 +2%
RIA
3000
Realta Investment Advisors
Delaware
$894K -$7.52M -16,356 -89%