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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 %
HWMT
3251
Heritage Wealth Management (Texas)
Texas
$648K
AHB
3252
Abner Herrman & Brock
New Jersey
$648K -$23K -50 -3%
KPWG
3253
KFA Private Wealth Group
Virginia
$647K -$93.4K -203 -13%
MCA
3254
Martin Capital Advisors
Texas
$646K
GWMIA
3255
Global Wealth Management Investment Advisory
Florida
$645K -$238K -518 -27%
IWS
3256
Integrity Wealth Solutions
Colorado
$644K -$10.1K -22 -2%
SMH
3257
Sanders Morris Harris
Texas
$642K
FAG
3258
Fortitude Advisory Group
Washington
$642K +$38.7K +84 +6%
TAM
3259
Tucker Asset Management
Colorado
$642K +$95.7K +208 +18%
IAP
3260
Indie Asset Partners
Indiana
$641K
FA
3261
FC Advisory
Pennsylvania
$641K +$6.44K +14 +1%
DFG
3262
Demars Financial Group
Washington
$640K +$3.22K +7 +0.5%
AWMNH
3263
Arcadia Wealth Management (New Hampshire)
New Hampshire
$636K -$2.76K -6 -0.4%
AL
3264
ADE LLC
Maryland
$635K
SDWMA
3265
Schneider Downs Wealth Management Advisors
Pennsylvania
$635K +$186K +404 +41%
OIC
3266
Orion Investment Company
Missouri
$634K +$151K +328 +31%
MAG
3267
M3 Advisory Group
Massachusetts
$633K +$16.6K +36 +3%
SWM
3268
SilverOak Wealth Management
Minnesota
$633K +$921 +2 +0.1%
AWM
3269
AAF Wealth Management
Massachusetts
$631K
CM
3270
Cercano Management
Washington
$630K +$630K +1,369 New
BFP
3271
Briaud Financial Planning
Texas
$630K
CST
3272
Charles Schwab Trust
Nevada
$630K -$326K -709 -34%
CL
3273
COWA LLC
Oklahoma
$628K +$27.6K +60 +5%
MAM
3274
Mainsail Asset Management
Alabama
$628K
WFO
3275
Wealthgate Family Office
Colorado
$626K -$131K -284 -17%