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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 %
SA
3726
Stewardship Advisors
Pennsylvania
$320K +$320K +695 New
MIM
3727
Montgomery Investment Management
Maryland
$319K
CFG
3728
Copley Financial Group
California
$318K +$318K +692 New
MC
3729
Mirabaud & Cie
Switzerland
$318K -$7.82K -17 -2%
ACM
3730
Alamar Capital Management
California
$317K
WPA
3731
Winning Points Advisors
Florida
$317K +$317K +888 New
NRWA
3732
North Ridge Wealth Advisors
Oregon
$317K -$79.2K -172 -20%
KCM
3733
Kendall Capital Management
Maryland
$317K -$4.6K -10 -1%
BAM
3734
Beaumont Asset Management
Texas
$317K
BC
3735
Barrett & Company
Rhode Island
$316K -$9.2K -20 -3%
KFS
3736
Kaizen Financial Strategies
California
$316K
MAV
3737
Mason & Associates (Virginia)
Virginia
$315K
PAM
3738
Peninsula Asset Management
Florida
$314K
RAS
3739
RPS Advisory Solutions
Kentucky
$313K -$76.9K -167 -20%
Betterment LLC
3740
Betterment LLC
New York
$313K +$313K +681 New
BRIA
3741
Balanced Rock Investment Advisors
Massachusetts
$313K
APW
3742
Acima Private Wealth
Virginia
$313K
RWM
3743
Reston Wealth Management
Virginia
$311K
HWMC
3744
Heritage Wealth Management (California)
California
$311K +$4.14K +9 +1%
BMC
3745
Bear Mountain Capital
Washington
$310K
TFA
3746
Tobias Financial Advisors
Florida
$309K +$25.3K +55 +9%
CTC
3747
Corundum Trust Company
South Dakota
$309K
ECG
3748
EPIQ Capital Group
California
$308K
LC
3749
Lavaca Capital
Texas
$308K
SWM
3750
Seed Wealth Management
Illinois
$308K