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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 %
BA
3326
Bridge Advisory
California
$578K
SL
3327
Stevard LLC
Illinois
$577K -$2.65M -5,750 -82%
CB
3328
Centennial Bank
Arkansas
$575K -$23K -50 -4%
WCWM
3329
Willow Creek Wealth Management
California
$574K +$9.21K +20 +2%
CP
3330
Camelot Portfolios
Ohio
$574K -$2.5M -5,422 -81%
NEPPG
3331
New England Professional Planning Group
Rhode Island
$574K
AFGAS
3332
Allegiance Financial Group Advisory Services
Virginia
$573K -$82.8K -180 -13%
USB
3333
Union Savings Bank
Connecticut
$572K +$5.98K +13 +1%
AWM
3334
Aspire Wealth Management
Massachusetts
$572K -$7.82K -17 -1%
WFMPM
3335
Woodley Farra Manion Portfolio Management
Indiana
$572K +$4.6K +10 +0.8%
RC
3336
RBF Capital
California
$571K
SFG
3337
Sunburst Financial Group
Alabama
$571K -$460 -1 -0.1%
RLWM
3338
RF&L Wealth Management
Massachusetts
$568K +$101K +220 +22%
FSWA
3339
Financial Synergies Wealth Advisors
Texas
$565K
SF
3340
SWP Financial
California
$565K +$24.4K +53 +5%
OGF
3341
Orin Green Financial
California
$564K +$23K +50 +4%
BAMG
3342
Brand Asset Management Group
Missouri
$564K +$35K +76 +7%
CPW
3343
Crestmont Private Wealth
Texas
$564K +$39.1K +85 +7%
MPPW
3344
Mitchell & Pahl Private Wealth
Oklahoma
$564K +$564K +1,226 New
EA
3345
Everpar Advisors
Oklahoma
$564K +$124K +269 +28%
MS
3346
Madden Securities
Texas
$563K -$69K -150 -11%
CP
3347
Creekside Partners
California
$562K
EW
3348
Enzi Wealth
Texas
$561K +$2.3K +5 +0.4%
LFP
3349
Leeward Financial Partners
Washington
$561K
RWRC
3350
R.W. Roge & Company
New York
$561K