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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 %
VWA
2576
VERITY Wealth Advisors
United States
$394K
EA
2577
Emerald Advisors
Washington
$392K
CP
2578
Capital Planning
Washington
$392K +$2.3K +9 +0.6%
WDC
2579
Woodward Diversified Capital
California
$391K -$28.1K -110 -7%
COCM
2580
Charter Oak Capital Management
New Hampshire
$391K
WCWM
2581
Wooster Corthell Wealth Management
Connecticut
$391K +$10.2K +40 +3%
CWM
2582
CCG Wealth Management
California
$390K -$194K -757 -33%
BCP
2583
Berkeley Capital Partners
Georgia
$390K -$15.8K -62 -4%
BI
2584
Blooom Inc
Kansas
$389K -$102K -1,782 -21%
KM
2585
Kalos Management
Georgia
$389K -$138K -484 -26%
AIFAIM
2586
American Institute for Advanced Investment Management
Arizona
$389K -$42.2K -165 -10%
SVCP
2587
Silicon Valley Capital Partners
California
$388K -$258K -1,011 -40%
CWM
2588
Chesapeake Wealth Management
Virginia
$388K -$8.44K -33 -2%
BWM
2589
BNC Wealth Management
Oregon
$384K -$19.1K -75 -5%
SAM
2590
Selway Asset Management
$383K
T
2591
TrueFG
Texas
$383K
BIM
2592
Bridgecreek Investment Management
Oklahoma
$383K
FFG
2593
Fortem Financial Group
California
$383K
SSC
2594
Syverson Strege & Co
Iowa
$381K
PPWM
2595
PFG Private Wealth Management
Florida
$381K +$381K +1,493 New
IWA
2596
IVC Wealth Advisors
Pennsylvania
$379K
AL
2597
ADE LLC
Maryland
$378K -$2.04K -8 -0.5%
FSWA
2598
Financial Synergies Wealth Advisors
Texas
$377K +$377K +1,476 New
RFO
2599
RiverGlades Family Offices
Florida
$377K
CIAS
2600
CBIZ Investment Advisory Services
Ohio
$377K -$365K