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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 %
WPC
3026
White Pine Capital
Minnesota
$869K +$33.6K +73 +4%
CWA
3027
Choice Wealth Advisors
Maine
$869K -$11K -24 -1%
KWM
3028
Kolinsky Wealth Management
New Jersey
$867K +$59.4K +129 +7%
OA
3029
Oceanside Advisors
South Carolina
$866K
ECM
3030
Estabrook Capital Management
New York
$865K
WDG
3031
Wealth Dimensions Group
Ohio
$865K -$7.36K -16 -0.8%
VBWMG
3032
Von Berge Wealth Management Group
California
$865K -$98K -209 -10%
DCM
3033
DGS Capital Management
New Jersey
$863K +$25.8K +56 +3%
LG
3034
LAM Group
Oregon
$862K
PFP
3035
Paragon Financial Partners
California
$861K
CAAM
3036
Cornerstone Advisors Asset Management
Pennsylvania
$861K
MWM
3037
Meritas Wealth Management
California
$859K +$11.5K +25 +1%
HS
3038
Horan Securities
United States
$859K -$148K -321 -15%
FWP
3039
Falcon Wealth Planning
California
$858K +$36.8K +80 +4%
C
3040
Covestor
United Kingdom
$854K -$65.4K -142 -7%
WAM
3041
Wallington Asset Management
Indiana
$854K +$394K +856 +86%
GF
3042
Goodman Financial
Texas
$854K -$12.9K -28 -1%
ONST
3043
Old North State Trust
North Carolina
$852K +$6.9K +15 +0.8%
MHR
3044
Matthew Hamilton Rosenberg
$852K +$16.1K +35 +2%
WTFG
3045
Wells Trecaso Financial Group
Ohio
$851K -$115K -250 -12%
SIGI
3046
Susquehanna International Group (Ireland)
Ireland
$847K +$847K +1,841 New
OAM
3047
Oak Asset Management
California
$847K
DAM
3048
Diamant Asset Management
Connecticut
$847K
SPA
3049
Shore Point Advisors
New Jersey
$847K
LWMM
3050
Legacy Wealth Management (Mississippi)
Mississippi
$846K +$156K +339 +23%