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Berkshire Hathaway Class B

3,014 hedge funds and large institutions have $233B invested in Berkshire Hathaway Class B in 2021 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 1,184 increasing their positions, 1,166 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,014
Holders Change
-29
Holders Change %
-0.95%
% of All Funds
52.93%
Holding in Top 10
459
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.65%
% of All Funds
8.06%
New
106
Increased
1,184
Reduced
1,166
Closed
93
Calls
$5.79B
Puts
$4.52B
Net Calls
+$1.27B
Net Calls Change
+$626M
Name Holding Trade Value Shares
Change
Shares
Change %
BWCS
2726
Beirne Wealth Consulting Services
Connecticut
$300K
TOCUITCONY
2727
Trustees of Columbia University in the City of New York
New York
$300K
HCM
2728
Howard Capital Management
Georgia
$300K
MIG
2729
McGuire Investment Group
Rhode Island
$300K
CCA
2730
Conestoga Capital Advisors
Pennsylvania
$300K
IWA
2731
IVC Wealth Advisors
Pennsylvania
$296K -$40.9K -150 -12%
MAS
2732
Managed Account Services
Florida
$296K -$2.73K -10 -0.9%
TWP
2733
TFO Wealth Partners
Ohio
$296K
FC
2734
Fusion Capital
South Carolina
$296K
ACM
2735
Alamar Capital Management
California
$296K +$39.6K +145 +15%
MMM
2736
Mendel Money Management
Illinois
$294K -$33.1K -121 -10%
GA
2737
Gateway Advisory
New Jersey
$294K +$71.2K +261 +32%
CWM
2738
Chesapeake Wealth Management
Virginia
$293K -$70.9K -260 -19%
ACM
2739
Alpha Capital Management
Texas
$293K -$5.45K -20 -2%
SPIO
2740
Seven Post Investment Office
California
$293K
AFM
2741
Abbot Financial Management
Massachusetts
$293K
HWM
2742
Howard Wealth Management
Connecticut
$291K
FA
2743
Fountainhead AM
New Jersey
$291K +$13.7K +50 +5%
BWM
2744
BT Wealth Management
Georgia
$290K -$55.2K -202 -16%
SAM
2745
Smithbridge Asset Management
Pennsylvania
$290K -$6.27K -23 -2%
UCMOK
2746
United Capital Management of KS
Kansas
$290K
NEPPG
2747
New England Professional Planning Group
Rhode Island
$289K
CSIA
2748
Charles Schwab Investment Advisory
California
$289K +$67.5K +247 +30%
KBFS
2749
Kohmann Bosshard Financial Services
Ohio
$288K
KW
2750
KWB Wealth
California
$288K