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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 %
FSA
801
Financial Security Advisor
Virginia
$19.4M -$39.6K -86 -0.2%
USCWA
802
U.S. Capital Wealth Advisors
Texas
$19.3M -$4.71M -10,231 -20%
TA
803
Townsend & Associates
Colorado
$19.3M +$339K +737 +2%
MFG
804
Mendota Financial Group
Wisconsin
$19.3M -$234K -509 -1%
USAA
805
United Services Automobile Association
Texas
$19.2M -$4.28M -9,296 -18%
EWM
806
Edge Wealth Management
New York
$19.2M -$72.3K -157 -0.4%
RCA
807
Riverview Capital Advisers
Massachusetts
$19.1M -$54.8K -119 -0.3%
CFA
808
Cahill Financial Advisors
Minnesota
$19.1M +$357K +776 +2%
AMI
809
Amica Mutual Insurance
Rhode Island
$19M
FA
810
Fiducient Advisors
Illinois
$18.9M +$15.5M +33,761 +464%
MWM
811
Moran Wealth Management
Florida
$18.8M -$57.1K -124 -0.3%
NB
812
NBT Bank
New York
$18.8M +$512K +1,112 +3%
BJL
813
Brighton Jones LLC
Washington
$18.7M +$341K +740 +2%
BWM
814
Buckley Wealth Management
Nevada
$18.7M -$373K -811 -2%
UH
815
Unigestion Holding
Switzerland
$18.7M -$29.4M -63,913 -61%
KJWM
816
Kiley Juergens Wealth Management
Washington
$18.7M -$162K -353 -0.9%
BP
817
Ballentine Partners
Massachusetts
$18.6M +$1.1M +2,389 +6%
PWMAG
818
Pinnacle Wealth Management Advisory Group
New Jersey
$18.6M -$232K -504 -1%
SC
819
Stolper & Co
Oklahoma
$18.5M -$316K -687 -2%
HVP
820
Hudson Value Partners
Florida
$18.4M +$488K +1,060 +3%
KWM
821
Koa Wealth Management
California
$18.2M -$333K -723 -2%
FFA
822
Fragasso Financial Advisors
Pennsylvania
$18.2M -$259K -563 -1%
PS
823
Principal Securities
Iowa
$18.2M +$688K +1,495 +4%
NEWAS
824
N.E.W. Advisory Services
Wisconsin
$18.2M +$99.9K +217 +0.6%
Harris Associates
825
Harris Associates
Illinois
$18.1M -$1.8M -3,910 -9%