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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 %
KBFS
3126
Kohmann Bosshard Financial Services
Ohio
$767K -$21.6K -47 -3%
PIM
3127
Progressive Investment Management
Oregon
$764K
JC
3128
Jentner Corp
Ohio
$761K
OAM
3129
Oxford Asset Management
United Kingdom
$759K +$759K +1,650 New
OFP
3130
OLIO Financial Planning
Virginia
$759K
WMP
3131
Wealth Management Partners
Arizona
$759K -$1.38K -3 -0.2%
VCM
3132
Virtue Capital Management
Tennessee
$758K -$1.79M -3,881 -70%
LCM
3133
Landscape Capital Management
New Jersey
$758K -$1.04M -2,253 -58%
SIAG
3134
Safeguard Investment Advisory Group
California
$757K +$114K +248 +18%
IWM
3135
Iams Wealth Management
Nebraska
$755K +$272K +590 +56%
HFS
3136
HBC Financial Services
Washington
$754K
BWA
3137
BlueChip Wealth Advisors
Georgia
$750K -$46K -100 -6%
LF
3138
LifePlan Financial
Minnesota
$750K -$101K -220 -12%
PP
3139
Paloma Partners
Connecticut
$748K -$6.99M -15,197 -90%
BCM
3140
BTC Capital Management
Iowa
$745K +$1.84K +4 +0.2%
4WM
3141
49 Wealth Management
Texas
$744K +$37.3K +81 +5%
CFIA
3142
Cantor Fitzgerald Investment Advisors
New York
$743K +$144K +313 +24%
RCM
3143
RNC Capital Management
California
$742K
BBA
3144
Braun-Bostich & Associates
Pennsylvania
$742K +$69K +150 +10%
CCA
3145
Clearwater Capital Advisors
Illinois
$739K +$240K +521 +48%
TCBWMS
3146
Texas Capital Bank Wealth Management Services
Texas
$739K +$14.7K +32 +2%
HB
3147
Horizon Bancorp
Indiana
$738K
FDS
3148
First Dallas Securities
Texas
$737K
AH
3149
Addis & Hill
Pennsylvania
$737K +$737K +1,602 New
LFA
3150
Lauterbach Financial Advisors
Texas
$736K