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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 %
TCM
3901
Towercrest Capital Management
Pennsylvania
$236K
SWM
3902
Seaside Wealth Management
California
$236K
TC
3903
Touchstone Capital
Pennsylvania
$235K -$23K -50 -9%
CSIA
3904
Conrad Siegel Investment Advisors
Pennsylvania
$235K
UFA
3905
US Financial Advisors
Massachusetts
$235K -$92.1K -200 -28%
NC
3906
Nixon Capital
Texas
$235K
PRI
3907
Prepared Retirement Institute
Pennsylvania
$234K -$9.67K -21 -4%
RJTCONH
3908
Raymond James Trust Company of New Hampshire
New Hampshire
$232K
CC
3909
Copperleaf Capital
North Carolina
$231K
USWIA
3910
UP Strategic Wealth Investment Advisors
Pennsylvania
$231K +$231K +501 New
SLG
3911
Stanley-Laman Group
Pennsylvania
$230K
LAI
3912
Legal Advantage Investments
California
$230K
RA
3913
RiverTree Advisors
Florida
$230K
FOFP
3914
Fee-Only Financial Planning
South Carolina
$230K
CWA
3915
Cascade Wealth Advisors
Washington
$230K
KB
3916
Kimelman & Baird
New York
$230K
EG
3917
Ellerson Group
Maryland
$230K
TCM
3918
Tran Capital Management
California
$230K
DMC
3919
Drexel Morgan & Co
Pennsylvania
$230K
RBCM
3920
Raub Brock Capital Management
California
$230K
TIAAOA
3921
Teachers Insurance & Annuity Association of America
New York
$230K +$230K +500 New
QCIG
3922
Quad-Cities Investment Group
Iowa
$230K -$1.84K -4 -0.8%
OCFG
3923
O'Connor Financial Group
Illinois
$230K +$2.76K +6 +1%
BIA
3924
Biondo Investment Advisors
Pennsylvania
$228K
BIA
3925
Barry Investment Advisors
Massachusetts
$228K