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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 %
SDJVC
3176
St. Denis J. Villere & Co
Louisiana
$715K
GIM
3177
Guild Investment Management
California
$713K
OWA
3178
Outlook Wealth Advisors
Texas
$711K +$77.3K +168 +12%
RWP
3179
Ridgecrest Wealth Partners
California
$711K +$230K +500 +48%
PWSG
3180
Pacific Wealth Strategies Group
California
$710K -$138K -300 -16%
RFS
3181
Retirement Financial Solutions
Tennessee
$708K +$7.36K +16 +1%
BCP
3182
Berkeley Capital Partners
Georgia
$707K +$19.3K +42 +3%
ST
3183
Somerset Trust
Pennsylvania
$706K
RAG
3184
RIA Advisory Group
Iowa
$704K +$704K +1,530 New
LCM
3185
Lazari Capital Management
California
$704K +$17.5K +38 +3%
TWP
3186
Tower Wealth Partners
Pennsylvania
$703K
W
3187
WealthCollab
Washington
$702K
OA
3188
Operose Advisors
Wisconsin
$700K
O3W
3189
Omni 360 Wealth
New Jersey
$700K +$293K +636 +72%
HWM
3190
Horizons Wealth Management
North Carolina
$697K -$2.3K -5 -0.3%
DA
3191
Doliver Advisors
Texas
$696K -$48.8K -106 -7%
RPA
3192
Rock Point Advisors
Vermont
$695K -$219K -475 -24%
JHCP
3193
Jackson Hole Capital Partners
Oklahoma
$695K
SWM
3194
Sterling Wealth Management
Illinois
$695K +$16.6K +36 +2%
AIFAIM
3195
American Institute for Advanced Investment Management
Arizona
$694K -$460 -1 -0.1%
MFT
3196
Moisand Fitzgerald Tamayo
Florida
$693K +$52.9K +115 +8%
CWA
3197
Carolina Wealth Advisors
South Carolina
$691K -$35.9K -78 -5%
DWMS
3198
Dominguez Wealth Management Solutions
Virginia
$691K -$15.2K -33 -2%
TC
3199
Torno Capital
Massachusetts
$690K -$230K -500 -25%
T
3200
TrueFG
Texas
$690K