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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 %
VHAM
1451
Van Hulzen Asset Management
California
$6.1M -$664K -1,443 -10%
DAM
1452
Delta Asset Management
Tennessee
$6.09M -$91.6K -199 -1%
CFFP
1453
Center for Financial Planning
Michigan
$6.09M -$171K -372 -3%
MHS
1454
M Holdings Securities
Oregon
$6.08M -$9.97M -21,673 -62%
CA
1455
Calton & Associates
Florida
$6.08M +$2.53M +5,501 +71%
BFA
1456
Bragg Financial Advisors
North Carolina
$6.08M -$25.8K -56 -0.4%
YDMI
1457
Y.D. More Investments
Israel
$6.06M -$28.2K -61 -0.5%
PIA
1458
Pinion Investment Advisors
Kansas
$6.04M -$46.5K -101 -0.8%
AF
1459
Aviso Financial
Ontario, Canada
$6.04M -$529K -1,149 -8%
MC
1460
Martin & Co
Tennessee
$6.04M -$43.3K -94 -0.7%
NF
1461
Nvest Financial
New Hampshire
$6.04M -$66.7K -145 -1%
ATS
1462
Ashton Thomas Securities
New York
$6.02M +$799K +1,736 +15%
UCI
1463
Uncommon Cents Investing
Wisconsin
$6.02M +$113K +245 +2%
CT
1464
Colonial Trust
South Carolina
$6M +$145K +316 +2%
SM
1465
Samjo Management
New York
$6M
LWA
1466
Lineweaver Wealth Advisors
Ohio
$5.99M +$192K +418 +3%
SAS
1467
Stelac Advisory Services
New York
$5.96M -$2.39M -5,194 -29%
LA
1468
Lynch & Associates
Indiana
$5.96M -$27.2K -59 -0.5%
NSEDCP
1469
NJ State Employees Deferred Compensation Plan
New Jersey
$5.94M
BWM
1470
BigSur Wealth Management
Florida
$5.93M +$877K +1,905 +17%
GWANC
1471
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.93M -$44.6K -97 -0.7%
GIP
1472
Granite Investment Partners
California
$5.9M
NW
1473
Naviter Wealth
Arkansas
$5.88M -$139K -302 -2%
AIS
1474
American Investment Services
Massachusetts
$5.88M +$55.7K +121 +1%
RCM
1475
Ridgepath Capital Management
Tennessee
$5.87M +$279K +606 +5%