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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 %
TCB
3876
Texas Capital Bancshares
Texas
$244K -$9.21K -20 -4%
WHCFA
3877
William Howard & Co Financial Advisors
Tennessee
$244K
BBWP
3878
Beacon Bridge Wealth Partners
Pennsylvania
$244K +$4.6K +10 +2%
MLA
3879
MB, Levis & Associates
Pennsylvania
$244K +$25.8K +56 +12%
MPWS
3880
McCarter Private Wealth Services
Massachusetts
$243K +$243K +529 New
IFU
3881
iSAM Funds (UK)
United Kingdom
$242K -$1.6M -3,485 -87%
TWA
3882
Trellis Wealth Advisors
California
$242K
TCM
3883
TD Capital Management
Tennessee
$242K +$2.76K +6 +1%
SIAS
3884
Summit Investment Advisory Services
Minnesota
$242K +$242K +526 New
BCM
3885
Beck Capital Management
Texas
$241K +$241K +525 New
LW
3886
Libra Wealth
California
$241K
CTA
3887
Camelot Technology Advisors
California
$241K -$1.84K -4 -0.8%
JF
3888
Joule Financial
Kentucky
$241K
AA
3889
Argent Advisors
Louisiana
$240K -$50.6K -110 -17%
MSCM
3890
McElhenny Sheffield Capital Management
Texas
$240K
UFF
3891
USA Financial Formulas
Michigan
$239K -$29K -63 -11%
DA
3892
Dillon & Associates
Michigan
$239K +$239K +520 New
VC
3893
Veery Capital
Delaware
$239K -$460 -1 -0.2%
RRWA
3894
Rainey & Randall Wealth Advisors
Florida
$238K
SCM
3895
Stordahl Capital Management
Colorado
$238K
TLA
3896
Tanglewood Legacy Advisors
Texas
$237K
LIA
3897
LifePlan Investment Advisors
North Carolina
$237K -$19.8K -43 -8%
VR
3898
Valued Retirements
Texas
$237K
AI
3899
Auour Investments
Massachusetts
$237K
SWAG
3900
Spectrum Wealth Advisory Group
California
$237K -$51.1K -111 -18%