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Berkshire Hathaway Class B

3,043 hedge funds and large institutions have $242B invested in Berkshire Hathaway Class B in 2021 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,160 increasing their positions, 1,235 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,043
Holders Change
+37
Holders Change %
+1.23%
% of All Funds
53.13%
Holding in Top 10
462
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.65%
% of All Funds
8.07%
New
158
Increased
1,160
Reduced
1,235
Closed
82
Calls
$4.97B
Puts
$4.32B
Net Calls
+$644M
Net Calls Change
-$653M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
2701
Conservest Capital Advisors
Pennsylvania
$340K
FA
2702
Fermata Advisors
California
$340K +$340K +1,222 New
OWA
2703
Outlook Wealth Advisors
Texas
$339K
RWG
2704
Ratio Wealth Group
Colorado
$338K
CFG
2705
CMC Financial Group
Georgia
$334K -$27.8K -100 -8%
CL
2706
CIM LLC
New York
$334K
MMM
2707
Mendel Money Management
Illinois
$333K -$3.06K -11 -0.9%
DCM
2708
Driehaus Capital Management
Illinois
$333K +$333K +1,198 New
EIG
2709
Ellenbecker Investment Group
Wisconsin
$330K -$5.56K -20 -2%
RF
2710
RHS Financial
California
$329K
XT
2711
XTX Topco
Cayman Islands
$328K +$328K +1,181 New
PCA
2712
Private Capital Advisors
Connecticut
$327K
OGF
2713
Orin Green Financial
California
$327K +$108K +388 +49%
SSG
2714
Summit Securities Group
New York
$327K +$327K +1,176 New
BC
2715
Brio Consultants
California
$325K +$78.6K +283 +32%
RFM
2716
Royal Fund Management
Florida
$324K +$34.1K +123 +12%
BWP
2717
Bernardo Wealth Planning
Pennsylvania
$323K -$251K -904 -44%
AHB
2718
Abner Herrman & Brock
New Jersey
$322K -$27.8K -100 -8%
HWA
2719
Heartwood Wealth Advisors
Virginia
$322K
AWA
2720
AmeriServ Wealth Advisors
Pennsylvania
$321K
CIC
2721
Cutler Investment Counsel
Oregon
$320K -$38.6K -139 -11%
CMBA
2722
C.M. Bidwell & Associates
Hawaii
$319K +$30.3K +109 +10%
FPIS
2723
Financial Planning & Information Services
Wisconsin
$318K -$6.95K -25 -2%
MKA
2724
M. Kulyk & Associates
Georgia
$318K -$556 -2 -0.2%
FFWM
2725
Future Financial Wealth Management
Ohio
$318K