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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 %
MWPCG
3676
Measured Wealth Private Client Group
New Hampshire
$344K -$52K -113 -13%
SWM
3677
Shakespeare Wealth Management
Wisconsin
$344K +$5.52K +12 +2%
EF
3678
Exeter Financial
Arizona
$344K +$5.52K +12 +2%
HGA
3679
Hobbs Group Advisors
South Carolina
$344K +$16.1K +35 +5%
MFA
3680
Morling Financial Advisors
California
$343K +$46K +100 +15%
AAA
3681
Adams Asset Advisors
Texas
$342K
KFG
3682
Kingdom Financial Group
Arizona
$342K -$46K -100 -12%
GOCP
3683
Great Oak Capital Partners
Massachusetts
$341K -$4.16K -9 -1%
OSNBOA
3684
Old Second National Bank of Aurora
Illinois
$341K
AA
3685
AlphaMark Advisors
Kentucky
$340K +$920 +2 +0.3%
PCM
3686
Passive Capital Management
Maryland
$338K
ERIC
3687
Eagle Rock Investment Company
Georgia
$338K +$338K +734 New
RK
3688
Rather & Kittrell
Tennessee
$337K -$4.14K -9 -1%
MGWA
3689
Monument Group Wealth Advisors
Massachusetts
$336K
PD
3690
Planning Directions
Pennsylvania
$336K
KDA
3691
Kraft Davis & Associates
Missouri
$336K +$11.3K +25 +3%
SFPG
3692
Stonebridge Financial Planning Group
Florida
$336K -$59.8K -130 -15%
TFCP
3693
Twin Focus Capital Partners
Massachusetts
$336K
HWM
3694
HRC Wealth Management
Idaho
$336K
AWM
3695
Altus Wealth Management
Kentucky
$336K
CA
3696
Claris Advisors
Missouri
$335K +$41.4K +90 +14%
GIM
3697
Grassi Investment Management
California
$334K
OAP
3698
One Advisory Partners
Kansas
$334K
NWMG
3699
Nicholson Wealth Management Group
South Carolina
$334K +$334K +725 New
PWP
3700
Precedent Wealth Partners
Texas
$334K +$57.5K +125 +21%