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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 %
SPIO
2101
Seven Post Investment Office
California
$2.7M +$12.9K +28 +0.5%
FNBOH
2102
First National Bank of Hutchinson
Kansas
$2.69M -$353K -768 -12%
FWM
2103
Fingerlakes Wealth Management
New York
$2.69M +$3.22K +7 +0.1%
BCM
2104
Bourgeon Capital Management
Connecticut
$2.69M -$167K -362 -6%
PHWM
2105
Pine Harbor Wealth Management
Maryland
$2.68M +$261K +568 +11%
BMC
2106
Benin Management Corp
Connecticut
$2.68M -$11.5K -25 -0.4%
IP
2107
Investment Partners
Ohio
$2.68M -$20.7K -45 -0.8%
OWA
2108
Octavia Wealth Advisors
Ohio
$2.67M -$262K -569 -9%
NB
2109
Nicolet Bankshares
Wisconsin
$2.66M -$189K -411 -7%
GA
2110
GoalVest Advisory
New York
$2.66M +$134K +291 +5%
AA
2111
Auxano Advisors
Washington
$2.66M +$78.7K +171 +3%
BSTWA
2112
Blake Schutter Theil Wealth Advisors
Ohio
$2.66M +$2.66M +5,773 New
FFA
2113
Founders Financial Alliance
North Carolina
$2.66M +$82.4K +179 +3%
MCM
2114
Monarch Capital Management
Indiana
$2.65M -$23K -50 -0.9%
HA
2115
Hofer & Associates
California
$2.65M -$3.63M -7,880 -58%
FFG
2116
Fiduciary Financial Group
California
$2.64M +$739K +1,628 +39%
NB
2117
Northwest Bancshares
Pennsylvania
$2.64M -$161K -350 -6%
TPW
2118
Transatlantique Private Wealth
New York
$2.63M -$37.7K -82 -1%
DSN
2119
D. Scott Neal
Kentucky
$2.63M +$147K +319 +6%
AFM
2120
Armstrong Fleming & Moore
District of Columbia
$2.63M -$29.9K -65 -1%
AIA
2121
Arbor Investment Advisors
North Carolina
$2.62M
EFG
2122
Ethos Financial Group
Pennsylvania
$2.62M -$47.4K -103 -2%
NGA
2123
Naples Global Advisors
Florida
$2.62M -$78.2K -170 -3%
ABLA
2124
Alan B. Lancz & Associates
Ohio
$2.62M -$16.1K -35 -0.6%
AMBIA
2125
Allen Mooney & Barnes Investment Advisors
Georgia
$2.6M +$307K +666 +13%