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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 %
VA
1676
Verdad Advisers
Massachusetts
$4.65M +$1.6M +3,471 +52%
BIAS
1677
Beacon Investment Advisory Services
New Jersey
$4.64M +$226K +491 +5%
RPWA
1678
Regent Peak Wealth Advisors
Georgia
$4.63M +$22.1K +48 +0.5%
KP
1679
Keel Point
Alabama
$4.63M -$61.2K -133 -1%
BFA
1680
Bill Few Associates
Pennsylvania
$4.62M -$41.4K -90 -0.9%
RA
1681
Rockingstone Advisors
Massachusetts
$4.61M -$9.21K -20 -0.2%
DW30
1682
Drucker Wealth 3.0
New Jersey
$4.6M +$146K +318 +3%
CWS
1683
Cypress Wealth Services
California
$4.6M +$312K +678 +7%
CWP
1684
CFM Wealth Partners
Texas
$4.6M +$1.24M +2,693 +37%
CWA
1685
Canvas Wealth Advisors
Kansas
$4.6M +$137K +297 +3%
SFFS
1686
Stonehage Fleming Financial Services
Jersey
$4.6M -$45.1K -98 -1%
LRPA
1687
L. Roy Papp & Associates
Arizona
$4.57M
C
1688
Certuity
Florida
$4.57M +$346K +751 +8%
MSA
1689
Marino Stram & Associates
Massachusetts
$4.56M +$11.5K +25 +0.3%
BSA
1690
Bull Street Advisors
Georgia
$4.56M -$23K -50 -0.5%
LIM
1691
Lathrop Investment Management
Arkansas
$4.56M -$222K -482 -5%
JBA
1692
Johnson Bixby & Associates
Washington
$4.55M -$298K -647 -6%
VAS
1693
Vestmark Advisory Solutions
Massachusetts
$4.54M +$138K +300 +3%
PFA
1694
Professional Financial Advisors
Nebraska
$4.54M +$145K +315 +3%
RMF
1695
Red Mountain Financial
Colorado
$4.54M -$85.1K -185 -2%
GCM
1696
Glynn Capital Management
California
$4.53M -$3.24M -7,048 -42%
MCM
1697
Mengis Capital Management
Oregon
$4.53M +$46.9K +102 +1%
TIAM2
1698
Tru Independence Asset Management 2
Oregon
$4.53M +$4.53M +9,848 New
SA
1699
SRH Advisors
Kansas
$4.53M
TW
1700
TrinityPoint Wealth
Connecticut
$4.52M -$45.6K -99 -1%