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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 %
PIA
3801
Petredis Investment Advisors
Pennsylvania
$279K
HPFG
3802
Hart & Patterson Financial Group
Massachusetts
$279K +$9.21K +20 +3%
SGWM
3803
Sterling Group Wealth Management
California
$278K
LD
3804
Lipe & Dalton
New York
$278K
BFP
3805
Brewster Financial Planning
New York
$278K
DWM
3806
Darwin Wealth Management
Florida
$278K +$278K +604 New
RWA
3807
Roberts Wealth Advisors
California
$278K +$20.4K +45 +8%
KWM
3808
Kaydan Wealth Management
Michigan
$278K
ASG
3809
Ariston Services Group
California
$277K
DWA
3810
Delos Wealth Advisors
Texas
$277K +$24.4K +53 +10%
DI
3811
Disciplined Investments
Oklahoma
$277K
MSWMA
3812
Market Street Wealth Management Advisors
Indiana
$277K +$26.7K +58 +11%
SHFP
3813
Second Half Financial Partners
Florida
$277K +$277K +601 New
FFL
3814
Financial Freedom LLC
Ohio
$276K -$18.4K -40 -6%
NME
3815
Notis-McConarty Edward
$276K
MCG
3816
McCollum Christoferson Group
New York
$276K
WB
3817
West Bancorporation
Iowa
$276K
TC
3818
Tenret Company
Florida
$276K
CAM
3819
Clark Asset Management
New Hampshire
$275K +$275K +598 New
NWA
3820
Navis Wealth Advisors
New York
$274K +$274K +595 New
BBW
3821
Blue Barn Wealth
Utah
$273K +$273K +594 New
BO
3822
Bank OZK
Arkansas
$273K -$9.67K -21 -3%
DACG
3823
Donor Advised Charitable Giving
California
$272K -$41.9K -91 -13%
PCWA
3824
Pacific Capital Wealth Advisors
California
$272K +$72.3K +157 +36%
CAM
3825
Clarity Asset Management
Iowa
$272K +$1.84K +4 +0.7%