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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
58.95%
Holding in Top 10
700
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+5.26%
% of All Funds
10.13%
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 %
LIS
4001
Legacy Investment Solutions
Idaho
$133K +$133K +284 New
LWMI
4002
Legacy Wealth Management (Idaho)
Idaho
$133K +$133K +284 New
RWM
4003
Ruedi Wealth Management
Illinois
$133K -$15.2K -33 -10%
WFA
4004
West Financial Advisors
Iowa
$132K
FFC
4005
First Financial Corp
Indiana
$131K
SCM
4006
Silvant Capital Management
Georgia
$130K
SC
4007
Sawyer & Company
Massachusetts
$129K
NG
4008
NWK Group
California
$123K +$123K +268 New
SFO
4009
Standard Family Office
South Dakota
$118K
MCI
4010
MRP Capital Investments
Georgia
$115K +$115K +250 New
DWA
4011
Dougherty Wealth Advisers
Minnesota
$114K -$2.76K -6 -2%
VWA
4012
Valued Wealth Advisors
Utah
$112K +$23.5K +51 +27%
RWPA
4013
Richard W. Paul & Associates
Michigan
$108K -$1.84K -4 -2%
TWD
4014
True Wealth Design
Ohio
$108K +$9.21K +20 +9%
WCM
4015
Westend Capital Management
California
$96.2K
FMTCOCP
4016
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K -$127K -275 -58%
CFS
4017
CGC Financial Services
Oregon
$92.1K
SAM
4018
Sycomore Asset Management
France
$91K
EAM
4019
Eukles Asset Management
Ohio
$89.3K
SVCF
4020
Silicon Valley Community Foundation
California
$88.8K
RCM
4021
Richardson Capital Management
Wisconsin
$87.9K -$6.9K -15 -7%
CJH
4022
Christopher J. Hasenberg
Wisconsin
$87.1K
SHF
4023
Safe Harbor Fiduciary
Florida
$85.1K +$85.1K +185 New
LIA
4024
Luken Investment Analytics
Tennessee
$84.7K
LWA
4025
Lowe Wealth Advisors
Maryland
$83.8K +$28.5K +62 +52%