BRK.A icon

Berkshire Hathaway Class A

986 hedge funds and large institutions have $41.5B invested in Berkshire Hathaway Class A in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 77 increasing their positions, 154 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
17.36%
Holding in Top 10
103
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3%
% of All Funds
1.81%
New
55
Increased
77
Reduced
154
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
576
Marietta Wealth Management
Georgia
$1.16M
DC
577
DeDora Capital
California
$1.16M
BIAS
578
Beacon Investment Advisory Services
New Jersey
$1.16M
AllianceBernstein
579
AllianceBernstein
Tennessee
$1.16M
OFG
580
Oxford Financial Group
Indiana
$1.16M
MIM
581
Montgomery Investment Management
Maryland
$1.16M
CCC
582
Chelsea Counsel Company
California
$1.16M
Kayne Anderson Rudnick Investment Management
583
Kayne Anderson Rudnick Investment Management
California
$1.16M
SMC
584
S. Muoio & Co
New York
$1.16M
LIM
585
Lagoda Investment Management
New York
$1.16M +$386K +1 +50%
RhumbLine Advisers
586
RhumbLine Advisers
Massachusetts
$1.16M +$771K +2 +200%
HI
587
Harbour Investments
Wisconsin
$1.16M +$1.16M +3 New
Marshall Wace
588
Marshall Wace
United Kingdom
$1.16M +$1.16M +3 New
CWA
589
Cornerstone Wealth Advisors
Minnesota
$1.16M +$1.16M +3 New
PWS
590
Paragon Wealth Strategies
Florida
$1.16M +$1.16M +3 New
VR
591
Viridian RIA
Washington
$1.16M +$1.16M +3 New
FHA
592
First Horizon Advisors
Tennessee
$1.16M +$1.16M +3 New
RW
593
RVW Wealth
California
$1M
RIG
594
Roosevelt Investment Group
New York
$964K
SW
595
SkyOak Wealth
Michigan
$863K
ABC
596
Associated Banc-Corp
Wisconsin
$816K -$1.36M -5 -63%
CCT
597
Country Club Trust
Missouri
$781K
TCOV
598
Trust Company of Vermont
Vermont
$772K
JFGIW
599
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$772K
BFPW
600
BOK Financial Private Wealth
Colorado
$772K +$772K +2 New