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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 %
AWM
2001
Accurate Wealth Management
Florida
$3.13M +$487K +1,054 +18%
IP
2002
Intellectus Partners
California
$3.12M
PP
2003
Pegasus Partners
Wisconsin
$3.11M +$106K +230 +4%
PSC
2004
Prentiss Smith & Co
Vermont
$3.11M
PIP
2005
Peachtree Investment Partners
Florida
$3.11M +$147K +320 +5%
JCM
2006
Jag Capital Management
Missouri
$3.11M
BF
2007
Blankinship & Foster
California
$3.1M +$652K +1,416 +27%
MCM
2008
Magnolia Capital Management
New York
$3.1M +$50.6K +110 +2%
MWA
2009
Miller Wealth Advisors
Colorado
$3.1M +$277K +595 +10%
TA
2010
Tectonic Advisors
Texas
$3.1M -$147K -319 -5%
RW
2011
REDW Wealth
New Mexico
$3.09M -$52K -113 -2%
CCM
2012
Chilton Capital Management
Texas
$3.08M -$983K -2,135 -24%
SLT
2013
St Louis Trust
Missouri
$3.08M -$342K -742 -10%
CIAS
2014
CFS Investment Advisory Services
New Jersey
$3.07M +$3.07M +6,663 New
AB
2015
Atlas Brown
Kentucky
$3.06M +$16.1K +35 +0.5%
TAM
2016
Townsend Asset Management
North Carolina
$3.06M -$111K -241 -4%
AA
2017
Altman Advisors
Illinois
$3.06M -$11K -24 -0.4%
BAM
2018
Brave Asset Management
New Jersey
$3.05M +$52.9K +115 +2%
PCH
2019
PGIM Custom Harvest
New Jersey
$3.04M +$122K +266 +4%
DM
2020
Delphi Management
Massachusetts
$3.03M -$366K -796 -11%
MFS
2021
Madrona Financial Services
Washington
$3.02M +$96.2K +209 +3%
VIP
2022
Vista Investment Partners
Oklahoma
$3.02M -$5.52K -12 -0.2%
RPGK
2023
Retirement Planning Group (Kansas)
Kansas
$3.01M +$314K +682 +12%
KFS
2024
Keynote Financial Services
Connecticut
$3.01M +$711K +1,544 +31%
ODG
2025
O'Dell Group
Ohio
$3M +$534K +1,160 +22%