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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 %
JGUA
3076
John G. Ullman & Associates
New York
$817K -$11.5K -25 -1%
G
3077
Gainplan
Michigan
$816K
MWA
3078
MFA Wealth Advisors
Pennsylvania
$816K -$6.9K -15 -0.8%
NCMW
3079
Northern Capital Management (Washington)
Washington
$815K +$565K +1,227 +226%
TAM
3080
Trillium Asset Management
Massachusetts
$815K
OW
3081
Olistico Wealth
Oklahoma
$812K
LA
3082
Lifeworks Advisors
Michigan
$812K +$81.9K +178 +11%
SFG
3083
Shum Financial Group
California
$812K +$812K +1,824 New
DSC
3084
Duncker Streett & Co
Missouri
$809K
OCG
3085
Opus Capital Group
Ohio
$808K -$20.7K -45 -3%
JWWM
3086
Johnson & White Wealth Management
Pennsylvania
$806K
T
3087
Tidemark
California
$806K +$37.3K +81 +5%
UL
3088
Unionview LLC
Washington
$804K
SPI
3089
Sutton Place Investors
New York
$802K +$67.7K +147 +9%
TCM
3090
Tradewinds Capital Management
Washington
$800K +$41K +89 +5%
ZB
3091
Zions Bancorporation
Utah
$799K -$62.1K -135 -7%
ACC
3092
Acorn Creek Capital
Colorado
$798K +$53.4K +116 +7%
BWM
3093
Baron Wealth Management
Michigan
$796K +$210K +456 +36%
1IA
3094
1620 Investment Advisors
Massachusetts
$796K -$320K -695 -29%
WSWA
3095
Warren Street Wealth Advisors
California
$794K +$2.3K +5 +0.3%
SFC
3096
Strategic Financial Concepts
Texas
$793K -$297M -645,597 -100%
FWI
3097
Facet Wealth Inc
Maryland
$793K -$236K -522 -23%
PFG
3098
Prosperity Financial Group
California
$791K -$261K -566 -25%
APWA
3099
Atlas Private Wealth Advisors
New Jersey
$791K +$80.1K +174 +11%
KAM
3100
KEB Asset Management
Illinois
$791K -$46.9K -102 -6%