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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 %
GAA
1651
Global Assets Advisory
Florida
$4.77M +$4.77M +10,426 New
Balyasny Asset Management
1652
Balyasny Asset Management
Illinois
$4.76M +$1.48M +3,225 +45%
CWM
1653
Calamos Wealth Management
Illinois
$4.75M -$1.99M -4,325 -30%
WFAG
1654
Wescott Financial Advisory Group
Pennsylvania
$4.74M
RPC
1655
Rossmore Private Capital
Connecticut
$4.74M
SAG
1656
SageView Advisory Group
California
$4.74M -$888K -1,929 -16%
WI
1657
Wintrust Investments
Illinois
$4.73M -$42.8M -92,945 -90%
CC
1658
Constitution Capital
Connecticut
$4.73M +$4.44M +9,657 +1,578%
TC
1659
Trust Company
Kansas
$4.72M -$163K -354 -3%
FCCM
1660
First City Capital Management
Georgia
$4.71M +$103K +223 +2%
HZ
1661
Hixon Zuercher
Ohio
$4.71M -$49.7K -108 -1%
EFG
1662
Everhart Financial Group
Ohio
$4.71M +$479K +1,041 +11%
SAM
1663
Smartleaf Asset Management
Massachusetts
$4.7M +$2.02M +4,418 +75%
LIA
1664
LBMC Investment Advisors
Tennessee
$4.7M
ALC
1665
Alexander Labrunerie & Co
Missouri
$4.69M +$2.76K +6 +0.1%
SFG
1666
Seamount Financial Group
Colorado
$4.69M -$18.4K -40 -0.4%
BBP
1667
Banco BTG Pactual
Brazil
$4.69M +$566K +1,230 +14%
WTB
1668
Washington Trust Bank
Washington
$4.69M +$102K +221 +2%
EWM
1669
Executive Wealth Management
Michigan
$4.69M +$4.69M +10,180 New
BP
1670
BWM Planning
Texas
$4.68M +$4.68M +10,167 New
GWCM
1671
Godshalk Welsh Capital Management
Pennsylvania
$4.67M -$154K -335 -3%
IMA
1672
Investment Management Associates
Colorado
$4.67M -$334K -725 -7%
FPWM
1673
FSB Premier Wealth Management
Iowa
$4.67M +$395K +859 +9%
FNA
1674
First National Advisers
Nebraska
$4.67M +$43.3K +94 +0.9%
TI
1675
Truepoint Inc
Ohio
$4.66M -$204K -246 -4%