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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 %
TCOO
2026
Trust Company of Oklahoma
Oklahoma
$3M -$142K -309 -5%
FCA
2027
FLC Capital Advisors
California
$2.99M -$120K -260 -4%
LWM
2028
Lyell Wealth Management
California
$2.99M
JHP
2029
James Hambro & Partners
United Kingdom
$2.98M -$275K -598 -8%
NDSI
2030
Newman Dignan & Sheerar Inc
Rhode Island
$2.98M -$27.5K -60 -0.9%
TI
2031
TTP Investments
California
$2.98M +$833K +1,809 +39%
CIG
2032
CHB Investment Group
Pennsylvania
$2.97M +$2.97M +6,456 New
HHWM
2033
Hiley Hunt Wealth Management
Nebraska
$2.97M -$149K -323 -5%
I
2034
INVST
Indiana
$2.97M -$482K -1,048 -14%
CA
2035
Claro Advisors
Massachusetts
$2.96M +$301K +653 +11%
AAM
2036
Aureus Asset Management
Massachusetts
$2.96M
GWM
2037
Greenwich Wealth Management
Connecticut
$2.96M +$921 +2 +0%
KCM
2038
Kathmere Capital Management
Pennsylvania
$2.95M +$500K +1,086 +20%
FPFS
2039
First Personal Financial Services
North Carolina
$2.95M -$522K -1,135 -15%
FHWM
2040
Fox Hill Wealth Management
Massachusetts
$2.95M +$243K +528 +9%
1WM
2041
1858 Wealth Management
Ohio
$2.94M -$40.5K -88 -1%
AWA
2042
Artemis Wealth Advisors
New York
$2.94M
FWA
2043
FSM Wealth Advisors
Ohio
$2.94M +$98.5K +214 +3%
DA
2044
Dover Advisors
Virginia
$2.94M -$1.84K -4 -0.1%
TWM
2045
Thrive Wealth Management
Pennsylvania
$2.93M -$34.1K -74 -1%
BCG
2046
Breakwater Capital Group
New Jersey
$2.93M +$40K +87 +1%
HBW
2047
Hazlett, Burt & Watson
West Virginia
$2.93M +$47.9K +104 +2%
GWM
2048
GSB Wealth Management
Connecticut
$2.93M +$2.3K +5 +0.1%
TCM
2049
Triumph Capital Management
Colorado
$2.93M +$206K +447 +8%
1W
2050
1776 Wealth
Georgia
$2.92M