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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 %
BWL
2651
Bogart Wealth LLC
Virginia
$343K +$1.28K +5 +0.4%
CL
2652
CIM LLC
New York
$342K
BFG
2653
Barber Financial Group
Kansas
$341K
CL
2654
CSS LLC
Illinois
$341K
TWP
2655
TFO Wealth Partners
Ohio
$341K +$41.2K +161 +14%
SCM
2656
SKBA Capital Management
California
$340K +$5.12K +20 +2%
VFIC
2657
Valley Forge Investment Consultants
Pennsylvania
$337K -$7.15K -28 -2%
AGA
2658
Accuvest Global Advisors
Utah
$337K +$337K +1,319 New
UWPG
2659
Ullmann Wealth Partners Group
Florida
$336K -$82.7K -324 -20%
RCA
2660
Ranch Capital Advisors
Florida
$336K +$107K +420 +47%
OPW
2661
Oxler Private Wealth
New York
$335K +$125K +490 +59%
CFG
2662
CMC Financial Group
Georgia
$332K +$25.5K +100 +8%
MC
2663
Machina Capital
France
$332K +$332K +1,300 New
CCM
2664
Cohen Capital Management
California
$331K
ZAM
2665
Zevin Asset Management
Massachusetts
$330K -$10.2K -40 -3%
VWM
2666
Valley Wealth Managers
New Jersey
$330K -$6.4K -25 -2%
CIC
2667
Cutler Investment Counsel
Oregon
$330K
DFG
2668
Demars Financial Group
Washington
$330K
RPA
2669
Rock Point Advisors
Vermont
$330K +$21.5K +84 +7%
CWP
2670
CFM Wealth Partners
Texas
$329K -$301K -1,180 -48%
KFS
2671
Kaizen Financial Strategies
California
$328K -$31.9K -125 -9%
FIM
2672
FWL Investment Management
Texas
$328K
VFM
2673
Vivid Financial Management
California
$327K -$60.5K -237 -16%
WCM
2674
Wealthcare Capital Management
Virginia
$326K -$1.28K -5 -0.4%
AIA
2675
Alera Investment Advisors
Illinois
$325K