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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 %
UIA
3001
Ulland Investment Advisors
Minnesota
$894K -$41.4K -90 -4%
CFP
3002
Curran Financial Partners
South Carolina
$893K -$11.5K -25 -1%
CMA
3003
Cedar Mountain Advisors
Oregon
$893K +$19.3K +42 +2%
HPM
3004
Hoxton Planning & Management
West Virginia
$892K +$63.5K +138 +8%
EE
3005
EWG Elevate
California
$892K -$39.1K -85 -4%
GL
3006
Gerber LLC
Ohio
$891K
RFG
3007
RFP Financial Group
Georgia
$889K -$611K -1,328 -41%
GHAM
3008
Gilman Hill Asset Management
Connecticut
$887K -$32.2K -70 -4%
ATC
3009
Advantage Trust Company
Kansas
$887K
KWM
3010
KFG Wealth Management
Indiana
$887K +$12.9K +28 +1%
CIS
3011
Continental Investors Services
Washington
$886K -$58.5K -128 -6%
VCWA
3012
Vanguard Capital Wealth Advisors
Colorado
$885K -$27.6K -60 -3%
BBPWM
3013
Blue Bell Private Wealth Management
Pennsylvania
$885K -$5.98K -13 -0.7%
IPAM
3014
Investment Partners Asset Management
New Jersey
$883K -$4.6K -10 -0.5%
CFG
3015
Clayton Financial Group
Missouri
$883K +$57.5K +125 +7%
LCWP
3016
Legacy Capital Wealth Partners
Arkansas
$882K -$17.5K -38 -2%
PS
3017
Planned Solutions
California
$881K
BWL
3018
Bogart Wealth LLC
Virginia
$880K +$205K +446 +30%
NWAG
3019
Net Worth Advisory Group
Utah
$878K +$878K +1,909 New
MPW
3020
MGO Private Wealth
California
$874K -$182K -396 -17%
DP
3021
Dearborn Partners
Illinois
$874K -$11.5K -25 -1%
PA
3022
Probity Advisors
Texas
$873K -$24.4K -53 -3%
WFA
3023
WestHill Financial Advisors
California
$872K +$14.3K +31 +2%
JWM
3024
JGP Wealth Management
Oregon
$871K +$215K +467 +33%
MPCG
3025
Matrix Private Capital Group
New York
$870K