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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 %
MYIA
1401
Mount Yale Investment Advisors
Colorado
$6.58M -$7.11M -15,443 -52%
IC
1402
Iconiq Capital
California
$6.58M -$8.09M -17,568 -55%
AP
1403
Appleton Partners
Massachusetts
$6.56M -$27.2K -59 -0.4%
TSS
1404
Thomas Story & Son
Indiana
$6.55M -$2.3K -5 -0%
PMFA
1405
Plante Moran Financial Advisors
Michigan
$6.55M +$1.84K +4 +0%
GKWIM
1406
Gerber Kawasaki Wealth & Investment Management
California
$6.52M +$712K +1,548 +12%
BFW
1407
Brady Family Wealth
Missouri
$6.52M +$3.22K +7 +0%
PTP
1408
Platform Technology Partners
New York
$6.51M +$98.5K +214 +2%
NFG
1409
Nadler Financial Group
Illinois
$6.5M +$69K +150 +1%
CAG
1410
Csenge Advisory Group
Florida
$6.5M +$654K +1,421 +11%
SIG
1411
Sky Investment Group
Connecticut
$6.5M +$11.5K +25 +0.2%
UWM
1412
Udine Wealth Management
Florida
$6.47M +$51.5K +112 +0.8%
SW
1413
Simplicity Wealth
New Jersey
$6.47M -$23.9M -51,847 -79%
WT
1414
Washington Trust
Rhode Island
$6.46M -$550K -1,194 -8%
FCG
1415
Fielder Capital Group
Tennessee
$6.46M -$88.8K -193 -1%
CA
1416
Carson Advisory
Georgia
$6.45M +$108K +235 +2%
SIAG
1417
Signet Investment Advisory Group
Rhode Island
$6.44M +$24.4K +53 +0.4%
BFO
1418
Biltmore Family Office
North Carolina
$6.44M +$175K +380 +3%
SCG
1419
Sonata Capital Group
Washington
$6.43M +$191K +415 +3%
BIP
1420
Blueprint Investment Partners
North Carolina
$6.43M -$143K -310 -2%
TBA
1421
Tower Bridge Advisors
Pennsylvania
$6.42M
BA
1422
Bellwether Advisors
Nebraska
$6.39M +$227K +494 +4%
MCA
1423
MSH Capital Advisors
Arizona
$6.38M +$82.4K +179 +1%
EWM
1424
Evergreen Wealth Management
Michigan
$6.37M +$800K +1,738 +14%
MWA
1425
Muirfield Wealth Advisors
North Carolina
$6.36M +$812K +1,765 +15%