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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 %
EWA
1326
Evolution Wealth Advisors
Florida
$7.32M +$53.4K +116 +0.7%
DLA
1327
Douglas Lane & Associates
New York
$7.32M -$392K -851 -5%
AF
1328
Aldebaran Financial
$7.32M +$11.5K +25 +0.2%
IP
1329
Interval Partners
New York
$7.28M +$1.4M +3,041 +24%
CHC
1330
City Holding Co
West Virginia
$7.26M +$228K +496 +3%
IWA
1331
Icon Wealth Advisors
Texas
$7.26M +$275K +597 +4%
AWA
1332
Aaron Wealth Advisors
Illinois
$7.25M +$646K +1,403 +10%
PAM
1333
Pegasus Asset Management
New York
$7.24M -$122K -265 -2%
SAM
1334
Stansberry Asset Management
Texas
$7.23M +$401K +872 +6%
PCP
1335
Proficio Capital Partners
Massachusetts
$7.23M -$1M -2,175 -12%
BFA
1336
Benedict Financial Advisors
Georgia
$7.21M -$178K -387 -2%
WA
1337
Wambolt & Associates
Colorado
$7.21M -$282K -617 -4%
ACGA
1338
Atlanta Consulting Group Advisors
Georgia
$7.21M +$241K +523 +3%
BFC
1339
Blue Fin Capital
Rhode Island
$7.19M -$197K -429 -3%
GTAM
1340
Global Trust Asset Management
Florida
$7.17M +$654K +1,420 +10%
PIM
1341
Penobscot Investment Management
Massachusetts
$7.16M +$96.7K +210 +1%
CSI
1342
Cross Staff Investments
New York
$7.15M +$34.5K +75 +0.5%
CW
1343
Channel Wealth
California
$7.14M +$351K +763 +5%
MCCP
1344
Mission Creek Capital Partners
California
$7.14M +$152K +330 +2%
AC
1345
Avestar Capital
New York
$7.12M -$156K -340 -2%
SAM
1346
Synergy Asset Management
Washington
$7.12M +$5.9M +12,829 +484%
CP
1347
Clayton Partners
California
$7.1M -$63.5K -138 -0.9%
ONB
1348
Old National Bancorp
Indiana
$7.07M -$939K -2,041 -12%
GEM
1349
Global Endowment Management
North Carolina
$7.07M -$4.24M -9,205 -37%
CWA
1350
CJM Wealth Advisers
Virginia
$7.05M +$320K +696 +5%