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Berkshire Hathaway Class B

4,465 hedge funds and large institutions have $394B invested in Berkshire Hathaway Class B in 2024 Q4 according to their latest regulatory filings, with 568 funds opening new positions, 1,709 increasing their positions, 1,550 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,465
Holders Change
+390
Holders Change %
+9.57%
% of All Funds
59.43%
Holding in Top 10
718
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+2.57%
% of All Funds
9.56%
New
568
Increased
1,709
Reduced
1,550
Closed
96
Calls
$10.3B
Puts
$6.2B
Net Calls
+$4.15B
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
WTFG
3201
Wood Tarver Financial Group
Idaho
$884K +$884K +1,952 New
SWRP
3202
Summit Wealth & Retirement Planning
California
$883K +$127K +280 +17%
NWA
3203
New World Advisors
Massachusetts
$883K +$68.4K +151 +8%
OWA
3204
One Wealth Advisors
California
$883K
WIM
3205
Warwick Investment Management
Texas
$882K -$231K -509 -21%
NL
3206
Navalign LLC
California
$881K -$47.6K -105 -5%
BWL
3207
Bogart Wealth LLC
Virginia
$880K +$13.6K +30 +2%
CMA
3208
Cedar Mountain Advisors
Oregon
$880K
SFP
3209
SwitchPoint Financial Planning
Utah
$879K +$879K +1,940 New
BIA
3210
Bigelow Investment Advisors
Maine
$879K -$40.8K -90 -4%
EA
3211
Emerald Advisors
Washington
$878K
GL
3212
Gerber LLC
Ohio
$878K
CWM
3213
Challenger Wealth Management
California
$877K +$877K +1,935 New
GSF
3214
Grove Street Fiduciary
New Hampshire
$876K +$876K +1,933 New
RFG
3215
RFP Financial Group
Georgia
$876K
KWM
3216
KFG Wealth Management
Indiana
$875K +$1.81K +4 +0.2%
CFA
3217
CWS Financial Advisors
Michigan
$875K +$50.8K +112 +6%
AWM
3218
AAF Wealth Management
Massachusetts
$873K +$252K +556 +41%
MPIA
3219
Mountain Pacific Investment Advisers
Idaho
$873K -$227K -501 -21%
FWP
3220
Falcon Wealth Planning
California
$872K +$27.2K +60 +3%
VCWA
3221
Vanguard Capital Wealth Advisors
Colorado
$872K
BBPWM
3222
Blue Bell Private Wealth Management
Pennsylvania
$872K
NFSG
3223
Newbridge Financial Services Group
Florida
$872K +$872K +1,923 New
NRG
3224
Nemes Rush Group
Michigan
$871K +$226K +499 +35%
VBWMG
3225
Von Berge Wealth Management Group
California
$871K