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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 %
CWM
1976
Cahaba Wealth Management
Georgia
$3.22M +$53.9K +117 +2%
LAIC
1977
Lederer & Associates Investment Counsel
California
$3.22M -$141K -306 -4%
AMG
1978
Asset Management Group
Connecticut
$3.22M -$50.2K -109 -2%
OIM
1979
Orca Investment Management
Oregon
$3.21M -$142K -308 -4%
CBA
1980
Coastal Bridge Advisors
Connecticut
$3.21M +$78.2K +170 +2%
FWM
1981
Fairhaven Wealth Management
Illinois
$3.21M +$11.5K +25 +0.4%
REMPR
1982
Roof Eidam Maycock Peralta (REMP)
California
$3.21M -$184K -400 -5%
LB
1983
Legacy Bridge
Iowa
$3.2M +$14.7K +32 +0.5%
CTFG
1984
Capstone Triton Financial Group
Oklahoma
$3.2M +$18K +39 +0.6%
SFG
1985
SevenBridge Financial Group
Pennsylvania
$3.2M
LBC
1986
Lowe Brockenbrough & Co
Virginia
$3.2M +$154K +335 +5%
GAM
1987
Gemmer Asset Management
California
$3.2M
AO
1988
Allen Operations
New York
$3.18M
CAGAS
1989
Capital Advisory Group Advisory Services
Minnesota
$3.18M +$161K +349 +5%
JF
1990
Jump Financial
Illinois
$3.17M -$17.8M -38,631 -85%
KLCM
1991
KG&L Capital Management
Louisiana
$3.16M -$262K -569 -8%
ACM
1992
Altrius Capital Management
North Carolina
$3.16M +$64.9K +141 +2%
AWA
1993
Alta Wealth Advisors
Massachusetts
$3.16M -$16.1K -35 -0.5%
LWA
1994
Lantern Wealth Advisors
New York
$3.15M -$32.7K -71 -1%
EWM
1995
EPG Wealth Management
Georgia
$3.15M +$3.15M +6,841 New
WGAM
1996
Wilkinson Global Asset Management
New York
$3.15M -$383K -833 -11%
CWM
1997
Chesapeake Wealth Management
Virginia
$3.14M -$31.8K -69 -1%
GFP
1998
Guardian Financial Partners
California
$3.14M +$35.4K +77 +1%
WSC
1999
Wellington Shields & Co
New York
$3.14M +$9.67K +21 +0.3%
PFSC
2000
Peoples Financial Services Corp
Pennsylvania
$3.14M -$13.3K -29 -0.4%