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Berkshire Hathaway Class B

3,006 hedge funds and large institutions have $225B invested in Berkshire Hathaway Class B in 2021 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,151 increasing their positions, 1,243 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,006
Holders Change
+79
Holders Change %
+2.7%
% of All Funds
52.93%
Holding in Top 10
459
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+4.79%
% of All Funds
8.08%
New
183
Increased
1,151
Reduced
1,243
Closed
71
Calls
$4.83B
Puts
$3.53B
Net Calls
+$1.3B
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
2526
White Pine Capital
Minnesota
$443K
TWP
2527
Tempus Wealth Planning
California
$442K +$20.4K +80 +5%
HC
2528
Hamilton Capital
Ohio
$440K +$70.2K +275 +19%
CA
2529
Continuum Advisory
Idaho
$439K +$67K +249 +18%
CWM
2530
Collaborative Wealth Management
Florida
$438K +$438K +1,241 New
OWA
2531
One Wealth Advisors
California
$436K -$21.7K -85 -5%
FBT
2532
First Bankers Trust
Kentucky
$435K -$332K -1,300 -43%
BIA
2533
BHK Investment Advisors
Alabama
$431K
AHC
2534
Adell Harriman & Carpenter
Texas
$431K -$289K -1,131 -40%
NFSG
2535
Newbridge Financial Services Group
Florida
$430K +$26.6K +104 +7%
BCM
2536
BTC Capital Management
Iowa
$429K -$76.6K -300 -15%
WFA
2537
WestHill Financial Advisors
California
$429K -$2.55K -10 -0.6%
RPGK
2538
Retirement Planning Group (Kansas)
Kansas
$429K +$4.09K +16 +1%
ACM
2539
AlphaStar Capital Management
North Carolina
$426K +$16.6K +65 +4%
WF
2540
Williams Financial
Vermont
$425K +$425K +1,661 New
BDFN
2541
Bond & Devick Financial Network
Minnesota
$425K +$425K +1,664 New
CWA
2542
Carolina Wealth Advisors
South Carolina
$424K +$20.2K +79 +5%
CMI
2543
Clare Market Investments
Texas
$424K +$12.8K +50 +3%
SFG
2544
SevenBridge Financial Group
Pennsylvania
$423K +$88K +344 +26%
OFW
2545
Omnia Family Wealth
Florida
$422K
JGUA
2546
John G. Ullman & Associates
New York
$421K -$153K -600 -27%
LSA
2547
L & S Advisors
California
$420K
ZB
2548
Zions Bancorporation
Utah
$419K -$29.4K -115 -7%
WFAG
2549
Wescott Financial Advisory Group
Pennsylvania
$419K +$97.5K +382 +30%
MFT
2550
Moisand Fitzgerald Tamayo
Florida
$418K