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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 %
BAG
2451
Bridgewealth Advisory Group
California
$1.73M +$257K +558 +17%
OIA
2452
Optimum Investment Advisors
Illinois
$1.73M -$23K -50 -1%
YWS
2453
Yarger Wealth Strategies
Ohio
$1.72M +$9.21K +20 +0.5%
GCA
2454
Guardian Capital Advisors
Ontario, Canada
$1.72M -$25.2K -55 -1%
DBRC
2455
D.B. Root & Company
Pennsylvania
$1.72M -$142K -308 -8%
EA
2456
Ergawealth Advisors
Illinois
$1.72M +$27.6K +60 +2%
LWP
2457
Laurel Wealth Planning
Minnesota
$1.72M
CFP
2458
Cypress Financial Planning
New Jersey
$1.71M +$2.3K +5 +0.1%
WAOTB
2459
Wealth Advisors of Tampa Bay
Florida
$1.71M
PWM
2460
PBMares Wealth Management
Virginia
$1.71M +$29K +63 +2%
FCFC
2461
First Commonwealth Financial Corp
Pennsylvania
$1.71M +$47.9K +104 +3%
RW
2462
RVW Wealth
California
$1.71M -$102K -221 -6%
PA
2463
Prossimo Advisors
California
$1.7M +$1.7M +3,703 New
PCOTEOTHU
2464
Provident Company of the Employees of the Hebrew University
Israel
$1.7M +$1.7M +3,700 New
AWA
2465
Arbor Wealth Advisors
Michigan
$1.7M
CIP
2466
Convergence Investment Partners
Florida
$1.7M +$186K +405 +12%
HRC
2467
Hoertkorn Richard Charles
$1.7M -$221K -478 -12%
AP
2468
Atwood & Palmer
Missouri
$1.7M +$18.4K +40 +1%
SHJ
2469
Sharkey, Howes & Javer
Colorado
$1.69M
SFP
2470
Sweet Financial Partners
Minnesota
$1.69M +$14.7K +32 +0.9%
WAS
2471
Wealth Advisory Solutions
Indiana
$1.69M +$98.5K +214 +6%
BWA
2472
Boulder Wealth Advisors
Colorado
$1.69M +$1.38K +3 +0.1%
PRWA
2473
Platte River Wealth Advisors
Colorado
$1.69M +$99K +215 +6%
HBT
2474
Heartland Bank & Trust
Illinois
$1.68M -$1.84K -4 -0.1%
OAM
2475
Occidental Asset Management
California
$1.68M -$489K -1,062 -23%