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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 %
PSA
3826
Plum Street Advisors
Louisiana
$272K +$38.7K +84 +17%
VIA
3827
Virtus Investment Advisers
Connecticut
$272K -$133K -290 -33%
GFG
3828
GR Financial Group
Arizona
$271K
CCM
3829
Crabel Capital Management
California
$271K +$271K +588 New
DWA
3830
Delap Wealth Advisory
Oregon
$270K -$124K -270 -32%
VPP
3831
Vertex Planning Partners
Illinois
$270K +$8.75K +19 +3%
NCM
3832
Narwhal Capital Management
Georgia
$270K
SWP
3833
Significant Wealth Partners
Illinois
$268K -$1.84K -4 -0.7%
CA
3834
CWC Advisors
Oregon
$267K +$267K +581 New
WFC
3835
Western Financial Corp
California
$266K -$17.5K -38 -6%
RC
3836
Rovin Capital
Arizona
$266K -$355K -772 -57%
AAM
3837
Austin Asset Management
Texas
$266K +$16.6K +36 +7%
MWM
3838
MinichMacGregor Wealth Management
New York
$265K -$4.14K -9 -2%
KIC
3839
Keating Investment Counselors
Florida
$265K
RFO
3840
RiverGlades Family Offices
Florida
$265K
CBB
3841
Citizens Business Bank
California
$264K
NCG
3842
Newport Capital Group
New Jersey
$264K +$12K +26 +5%
GWSA
3843
Global Wealth Strategies & Associates
Colorado
$263K +$26.2K +57 +11%
TWM
3844
TSA Wealth Management
Texas
$263K +$32.2K +70 +14%
WAM
3845
Walker Asset Management
Missouri
$262K
GWM
3846
GoalFusion Wealth Management
Texas
$262K -$252K -547 -49%
LA
3847
LPF Advisors
Florida
$262K -$19.3K -42 -7%
AWP
3848
Ascent Wealth Partners
New York
$262K +$5.06K +11 +2%
HFA
3849
Highland Financial Advisors
New Jersey
$261K -$38.7K -84 -13%
PWA
3850
PCG Wealth Advisors
Kansas
$259K