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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
1701
Islay Capital Management
Texas
$4.52M
BAAM
1702
Baker Avenue Asset Management
California
$4.51M +$2.06M +4,484 +84%
BIG
1703
Brooklyn Investment Group
New York
$4.5M +$204K +444 +5%
NL
1704
NVWM LLC
Pennsylvania
$4.5M +$19.3K +42 +0.4%
PCS
1705
Personal CFO Solutions
New Jersey
$4.49M +$167K +363 +4%
JSC
1706
J. Stern & Co
United Kingdom
$4.49M
HWP
1707
Highline Wealth Partners
California
$4.49M +$243K +529 +6%
JF
1708
JSF Financial
California
$4.47M +$545K +1,185 +14%
NA
1709
Nottingham Advisors
New York
$4.47M
WGCA
1710
Wolf Group Capital Advisors
Virginia
$4.46M -$317K -931 -7%
VCP
1711
Verus Capital Partners
Arizona
$4.46M -$14.7K -32 -0.3%
CCM
1712
Conway Capital Management
California
$4.46M +$71.3K +155 +2%
SS
1713
Sunbelt Securities
Texas
$4.45M -$77.3K -168 -2%
CFGSD
1714
Compass Financial Group (South Dakota)
South Dakota
$4.44M +$89.8K +195 +2%
BFPW
1715
BOK Financial Private Wealth
Colorado
$4.44M +$316K +686 +8%
AWM
1716
Avitas Wealth Management
California
$4.43M +$61.7K +134 +1%
QWM
1717
Quadcap Wealth Management
Texas
$4.43M +$408K +887 +10%
TIA
1718
Traphagen Investment Advisors
New Jersey
$4.43M +$13.8K +30 +0.3%
BOPW
1719
Brandywine Oak Private Wealth
Pennsylvania
$4.42M +$74.6K +162 +2%
RFA
1720
Resurgent Financial Advisors
Georgia
$4.42M +$93K +202 +2%
NAMNJ
1721
NorthStar Asset Management (New Jersey)
New Jersey
$4.42M -$58K -126 -1%
AMM
1722
American Money Management
California
$4.42M -$15.2K -33 -0.3%
CWM
1723
Concentrum Wealth Management
California
$4.42M +$1,000K +2,172 +29%
GSIAS
1724
Garden State Investment Advisory Services
New Jersey
$4.42M +$324K +703 +8%
AG
1725
Algert Global
California
$4.42M +$4.42M +9,599 New