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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 %
ICM
1526
Intrepid Capital Management
Florida
$5.51M -$291K -633 -5%
GAG
1527
Goodman Advisory Group
Massachusetts
$5.51M -$684K -1,487 -11%
SSI
1528
Scott & Selber Inc
Texas
$5.5M -$23K -50 -0.4%
RFP
1529
Root Financial Partners
California
$5.49M +$5.49M +11,938 New
HW
1530
Hedeker Wealth
Illinois
$5.49M +$37.7K +82 +0.7%
UHC
1531
Union Heritage Capital
Michigan
$5.48M
CSB
1532
City State Bank
Iowa
$5.48M -$533K -1,159 -9%
CPA
1533
Capital Performance Advisors
California
$5.48M -$274K -595 -5%
GM
1534
GeoWealth Management
Illinois
$5.48M +$1.34M +2,915 +32%
SF
1535
Symphony Financial
Texas
$5.46M +$75.9K +166 +1%
MCM
1536
Marathon Capital Management
Maryland
$5.45M -$23K -50 -0.4%
HW
1537
Hancock Whitney
Mississippi
$5.44M +$1.84K +4 +0%
AAM
1538
Advisors Asset Management
Colorado
$5.43M -$56.2K -122 -1%
ACS
1539
Archford Capital Strategies
Illinois
$5.42M +$290K +631 +6%
PIA
1540
Perennial Investment Advisors
California
$5.41M -$152K -331 -3%
CPC
1541
Consolidated Planning Corp
Georgia
$5.4M -$26.2K -57 -0.5%
GWAG
1542
Garrett Wealth Advisory Group
Texas
$5.4M +$1.2M +2,598 +28%
AF
1543
Advisornet Financial
Minnesota
$5.39M +$465K +1,010 +9%
BCM
1544
Blume Capital Management
California
$5.38M -$25.3K -55 -0.5%
VIA
1545
Vickerman Investment Advisors
Washington
$5.38M -$58K -126 -1%
RMCM
1546
Reynders McVeigh Capital Management
Massachusetts
$5.38M -$4.6K -10 -0.1%
SC
1547
Sepio Capital
Utah
$5.35M -$132K -287 -2%
TCOTS
1548
Trust Company of the South
North Carolina
$5.35M
RWS
1549
Resolute Wealth Strategies
Mississippi
$5.35M -$61.7K -134 -1%
SCP
1550
Sivia Capital Partners
California
$5.34M +$91.1K +198 +2%