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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 %
CCM
2076
Condor Capital Management
New Jersey
$2.82M +$460 +1 +0%
IEFM
2077
IQ EQ Fund Management
Ireland
$2.82M -$214K -464 -7%
CNBT
2078
Canandaigua National Bank & Trust
New York
$2.82M -$265K -576 -9%
HFS
2079
Hantz Financial Services
Michigan
$2.81M +$320K +695 +13%
PSB
2080
Passumpsic Savings Bank
Vermont
$2.81M +$70.9K +154 +3%
LFGO
2081
Legacy Financial Group (Oklahoma)
Oklahoma
$2.81M +$88.8K +197 +3%
LCS
2082
Levin Capital Strategies
New York
$2.8M
LJAC
2083
L.J. Altfest & Co
New York
$2.79M -$147K -319 -5%
SAI
2084
Savvy Advisors Inc
New York
$2.79M +$568K +1,234 +26%
HWM
2085
Hohimer Wealth Management
Washington
$2.78M +$47.4K +103 +2%
HWA
2086
Heartwood Wealth Advisors
Virginia
$2.78M +$13.8K +30 +0.5%
SCM
2087
Sterneck Capital Management
Missouri
$2.77M -$223K -484 -7%
TSS
2088
Two Sigma Securities
New York
$2.77M +$104K +226 +4%
PTC
2089
Provident Trust Company
Wisconsin
$2.77M
RIS
2090
Retirement Income Solutions
Michigan
$2.77M -$117K -255 -4%
BSG
2091
Black Swift Group
Colorado
$2.76M -$575K -1,250 -17%
SAM
2092
Secure Asset Management
Michigan
$2.76M +$61.2K +133 +2%
CAS
2093
Coppell Advisory Solutions
Texas
$2.75M +$1.77M +3,879 +179%
VDI
2094
Vaughan David Investments
Illinois
$2.75M -$138K -300 -5%
GCM
2095
Graham Capital Management
Connecticut
$2.74M -$1.99M -4,329 -42%
LWM
2096
Liberty Wealth Management
California
$2.73M -$13.4M -29,060 -83%
BI
2097
Ballast Inc
Kentucky
$2.72M -$15.2K -33 -0.6%
TA
2098
TruWealth Advisors
Louisiana
$2.72M -$51.1K -111 -2%
BHBT
2099
Burke & Herbert Bank & Trust
Virginia
$2.71M
NL
2100
NDWM LLC
California
$2.7M +$774K +1,681 +40%