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Berkshire Hathaway Class B

4,463 hedge funds and large institutions have $394B invested in Berkshire Hathaway Class B in 2024 Q4 according to their latest regulatory filings, with 568 funds opening new positions, 1,707 increasing their positions, 1,550 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,463
Holders Change
+388
Holders Change %
+9.52%
% of All Funds
59.43%
Holding in Top 10
718
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+2.57%
% of All Funds
9.56%
New
568
Increased
1,707
Reduced
1,550
Closed
96
Calls
$10.3B
Puts
$6.2B
Net Calls
+$4.15B
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
SFO
4376
Standard Family Office
South Dakota
$116K
DWM
4377
Darwin Wealth Management
Florida
$115K -$159K -351 -58%
MCI
4378
MRP Capital Investments
Georgia
$113K
GCM
4379
GKV Capital Management
California
$113K +$113K +250 New
TWD
4380
True Wealth Design
Ohio
$113K +$7.25K +16 +7%
VWA
4381
Valued Wealth Advisors
Utah
$112K +$1.81K +4 +2%
DWA
4382
Dougherty Wealth Advisers
Minnesota
$110K -$2.72K -6 -2%
RFA
4383
Reyes Financial Architecture
California
$108K +$108K +238 New
DWM
4384
Dogwood Wealth Management
Kansas
$107K +$102K +226 +2,260%
RWPA
4385
Richard W. Paul & Associates
Michigan
$106K -$907 -2 -0.9%
RWS
4386
Retirement Wealth Solutions
Wisconsin
$104K +$104K +236 New
PWA
4387
Principia Wealth Advisory
Texas
$99.3K +$99.3K +219 New
NOI
4388
Newton One Investments
Delaware
$98.4K +$98.4K +217 New
PCC
4389
Park Circle Company
Maryland
$96.1K +$96.1K +212 New
WCM
4390
Westend Capital Management
California
$94.7K
NC
4391
NewSquare Capital
Pennsylvania
$91.1K +$36.7K +81 +68%
CFS
4392
CGC Financial Services
Oregon
$90.7K
EAM
4393
Eukles Asset Management
Ohio
$87.9K
SVCF
4394
Silicon Valley Community Foundation
California
$87.5K
CJH
4395
Christopher J. Hasenberg
Wisconsin
$87K
FMTCOCP
4396
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K -$5.01K -11 -5%
RCM
4397
Richardson Capital Management
Wisconsin
$86.6K
TPW
4398
Talon Private Wealth
Florida
$84.3K -$130K -287 -61%
SHF
4399
Safe Harbor Fiduciary
Florida
$83.9K
LIA
4400
Luken Investment Analytics
Tennessee
$83.4K