BRK.B icon

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 %
GA
3526
Goldstein Advisors
Wisconsin
$437K +$18.4K +40 +4%
SWP
3527
Semus Wealth Partners
Florida
$436K -$32.2K -70 -7%
BC
3528
Brio Consultants
California
$436K +$1.84K +4 +0.4%
SCM
3529
Stonehearth Capital Management
Massachusetts
$436K
MLIC
3530
Mandatum Life Insurance Company
Finland
$435K
RSS
3531
Rosenblum Silverman Sutton
California
$435K
BWM
3532
Boyd Wealth Management
California
$435K +$37.7K +82 +10%
VWM
3533
Valley Wealth Managers
New Jersey
$433K
CCC
3534
Chelsea Counsel Company
California
$432K
PIWA
3535
Prevail Innovative Wealth Advisors
Kansas
$431K +$52.5K +114 +14%
M1FG
3536
Mach-1 Financial Group
Arkansas
$429K +$35K +76 +9%
IIA
3537
Integral Investment Advisors
California
$428K +$1.38K +3 +0.3%
LGW
3538
Leslie Global Wealth
Illinois
$428K +$8.75K +19 +2%
SWM
3539
SFG Wealth Management
Maryland
$427K
AIA
3540
Affinity Investment Advisors
California
$427K
BAM
3541
Bellevue Asset Management
Washington
$427K
AFS
3542
Axiom Financial Strategies
Indiana
$426K +$167K +363 +64%
IIM
3543
Ipswich Investment Management
Massachusetts
$426K
PA
3544
Prism Advisors
California
$426K
IAS
3545
Investment Advisory Services
Texas
$424K
RWA
3546
Rooted Wealth Advisors
Illinois
$424K +$424K +934 New
HIA
3547
HTG Investment Advisors
Connecticut
$423K
CIR
3548
Clear Investment Research
Georgia
$423K +$8.29K +18 +2%
AWP
3549
Accretive Wealth Partners
New Jersey
$422K -$83.8K -182 -17%
CWM
3550
C2C Wealth Management
Arizona
$422K