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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 %
RTC
3101
Riverview Trust Company
Washington
$789K -$44.2K -96 -5%
FWM
3102
FMB Wealth Management
California
$788K
MC
3103
McCarthy & Cox
Ohio
$788K +$277K +602 +54%
EC
3104
EdgeRock Capital
Colorado
$788K +$788K +1,711 New
PSIWM
3105
Paradigm Strategies in Wealth Management
Minnesota
$787K
FCA
3106
FinTrust Capital Advisors
South Carolina
$785K -$75.9K -165 -9%
FBFS
3107
First Business Financial Services
Wisconsin
$785K
OHWP
3108
Oak Harbor Wealth Partners
North Carolina
$784K +$40K +87 +5%
EB
3109
Exchange Bank
California
$782K -$11.5K -25 -1%
CPSC
3110
Carl P. Sherr & Co
Massachusetts
$782K +$25.3K +55 +3%
AC
3111
AXQ Capital
New Jersey
$780K -$2.13M -4,630 -73%
CP
3112
Capital Planning
Washington
$779K +$88.4K +192 +13%
CWM
3113
Cherrydale Wealth Management
New Jersey
$778K -$7.82K -17 -1%
RFA
3114
ROI Financial Advisors
Oregon
$778K +$378K +822 +95%
HP
3115
Holistic Planning
Texas
$772K +$39.1K +85 +5%
SP
3116
Symmetry Partners
Connecticut
$771K -$3.32M -7,212 -81%
MC
3117
Matisse Capital
Oregon
$771K +$16.6K +36 +2%
PC
3118
Permit Capital
Pennsylvania
$771K -$69K -150 -8%
MSG
3119
Main Street Group
Virginia
$770K -$2.76K -6 -0.4%
WPW
3120
Warther Private Wealth
Ohio
$769K -$293K -636 -28%
GWP
3121
Gateway Wealth Partners
Wisconsin
$768K -$47.9K -104 -6%
RSWA
3122
Robinson Smith Wealth Advisors
Maine
$768K -$29K -63 -4%
SWRP
3123
Summit Wealth & Retirement Planning
California
$768K -$284K -617 -27%
AW
3124
Atlas Wealth
Ohio
$767K -$767K -1,667 -50%
PIFP
3125
Partners in Financial Planning
Virginia
$767K