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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 %
SN
651
Sittner & Nelson
Oregon
$27.2M -$863K -1,875 -3%
SC
652
Sierra Capital
Florida
$27.2M -$85.1K -185 -0.3%
WCMN
653
Westchester Capital Management (Nebraska)
Nebraska
$27.1M -$75.5K -164 -0.3%
FTIS
654
First Trust Investment Solutions
Florida
$27M -$35K -76 -0.1%
KWM
655
Kingsview Wealth Management
Oregon
$27M +$8.97M +19,492 +50%
FDCP
656
Foster Dykema Cabot & Partners
Massachusetts
$27M -$564K -1,225 -2%
CSPIA
657
Cary Street Partners Investment Advisory
Virginia
$26.9M -$116K -251 -0.4%
RGC
658
Roberts, Glore & Co
Illinois
$26.7M -$421K -915 -2%
NMIMC
659
Northwestern Mutual Investment Management Company
Wisconsin
$26.7M +$203K +442 +0.8%
CFG
660
Citizens Financial Group
Rhode Island
$26.7M -$613K -1,332 -2%
TIP
661
Torray Investment Partners
Maryland
$26.7M -$2.93M -6,358 -10%
Twin Tree Management
662
Twin Tree Management
Texas
$26.7M +$17.4M +37,754 +186%
FFN
663
Focus Financial Network
Minnesota
$26.7M +$784K +1,703 +3%
BFIM
664
Beese Fulmer Investment Management
Ohio
$26.7M +$200K +435 +0.8%
CHAM
665
Clear Harbor Asset Management
Connecticut
$26.5M +$224K +487 +0.9%
OIA
666
OneDigital Investment Advisors
Kansas
$26.4M +$1.63M +3,534 +7%
PWM
667
Perigon Wealth Management
California
$26.3M -$1.16M -2,512 -4%
GU
668
Georgetown University
District of Columbia
$26.3M
BFA
669
Beaumont Financial Advisors
Massachusetts
$26.3M -$365K -792 -1%
WF
670
WoodTrust Financial
Wisconsin
$26.3M +$671K +1,458 +3%
NAS
671
Nicolet Advisory Services
Wisconsin
$26.2M +$464K +1,025 +2%
BPWM
672
Black Point Wealth Management
Florida
$26.2M +$460 +1 +0%
GC
673
Guggenheim Capital
Illinois
$25.9M -$7.66M -16,635 -23%
SRC
674
Shufro Rose & Co
New York
$25.9M
UI
675
Unconventional Investor
New Hampshire
$25.7M -$265K -576 -1%