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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 %
CIAS
3301
CBIZ Investment Advisory Services
Ohio
$606K -$69.5K -151 -10%
BGAI
3302
Bruce G. Allen Investments
Colorado
$602K -$58.9K -128 -9%
KCM
3303
KRS Capital Management
Michigan
$602K -$15.6K -34 -3%
PPH
3304
Pure Portfolios Holdings
Oregon
$602K +$602K +1,307 New
NWM
3305
Northcape Wealth Management
New York
$601K
TF
3306
Talbot Financial
Washington
$599K
NRG
3307
Nemes Rush Group
Michigan
$598K -$103K -246 -15%
ICMM
3308
Integrated Capital Management (Michigan)
Michigan
$598K +$598K +1,299 New
BCCM
3309
Bridge Creek Capital Management
Massachusetts
$597K -$11.5K -25 -2%
WF
3310
Whelan Financial
California
$596K +$31.8K +69 +6%
PFM
3311
Peak Financial Management
Massachusetts
$595K +$92.1K +200 +18%
PIM
3312
Provident Investment Management
Michigan
$592K
DPW
3313
DiNuzzo Private Wealth
Pennsylvania
$591K +$346K +751 +141%
WMA
3314
West Michigan Advisors
Michigan
$591K +$10.6K +23 +2%
TWM
3315
Trevian Wealth Management
Massachusetts
$589K
NCM
3316
Nelson Capital Management
California
$589K +$12.9K +28 +2%
NRD
3317
Nebula Research & Development
New York
$587K -$254K -552 -30%
BIA
3318
Benchmark Investment Advisors
Illinois
$587K
PS
3319
Portfolio Strategies
New York
$587K
CIM
3320
Contravisory Investment Management
Massachusetts
$586K -$2.76K -6 -0.5%
FC
3321
Financial Council
Maryland
$581K
AWS
3322
Aspen Wealth Strategies
Colorado
$580K +$1.38K +3 +0.2%
GAM
3323
Gould Asset Management
California
$580K -$6.9K -15 -1%
C1AG
3324
Client 1st Advisory Group
Florida
$579K +$35.9K +78 +7%
MFC
3325
Morris Financial Concepts
South Carolina
$579K -$38.2K -83 -6%