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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 %
CCA
3576
Carrera Capital Advisors
Michigan
$408K +$70K +152 +21%
BFM
3577
Boothbay Fund Management
New York
$407K -$386K -838 -49%
WLPWM
3578
Walled Lake Planning & Wealth Management
Illinois
$407K
HWM
3579
Howard Wealth Management
Connecticut
$406K +$5.52K +12 +1%
1CP
3580
17 Capital Partners
Arizona
$405K
AFO
3581
Allie Family Office
Florida
$405K
MWP
3582
Moller Wealth Partners
$404K
GWA
3583
Gibson Wealth Advisors
Texas
$403K
GSEP
3584
Golden State Equity Partners
California
$402K -$6.56M -14,257 -94%
KWA
3585
Kellett Wealth Advisors
Ohio
$401K -$366K -795 -48%
AFTS
3586
American Financial & Tax Strategies
New York
$400K -$4.6K -10 -1%
LFP
3587
Lakeshore Financial Planning
Michigan
$399K
ASW
3588
Astoria Strategic Wealth
Texas
$398K
PBO
3589
Peoples Bank (Ohio)
Ohio
$396K +$98.5K +214 +33%
PCA
3590
Providence Capital Advisors
North Carolina
$395K
PWMG
3591
Pinnacle Wealth Management Group
Michigan
$395K
ACM
3592
Aljian Capital Management
Nevada
$394K +$394K +857 New
ABTD
3593
Arvest Bank Trust Division
Oklahoma
$394K +$394K +857 New
AAS
3594
Asset Allocation Strategies
Michigan
$394K +$2.3K +5 +0.6%
FBC
3595
Fairfield, Bush & Co
Connecticut
$393K -$18K -39 -4%
VBA
3596
von Borstel & Associates
Oregon
$393K +$393K +856 New
CCM
3597
Carderock Capital Management
Maryland
$391K -$57.5K -125 -13%
LBWM
3598
Left Brain Wealth Management
Illinois
$390K +$62.1K +135 +19%
FA
3599
Fortis Advisors
Pennsylvania
$389K +$921 +2 +0.2%
SJIM
3600
St. Johns Investment Management
Florida
$389K