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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 %
LWA
3001
Lowe Wealth Advisors
Maryland
$56K
SL
3002
Savior LLC
Massachusetts
$56K
TAIM
3003
TD Ameritrade Investment Management
Nebraska
$54K +$6.61K +24 +14%
MAM
3004
Magellan Asset Management
Australia
$51K
WAM
3005
Wolverine Asset Management
Illinois
$50K -$110K -397 -69%
SWM
3006
Selective Wealth Management
Virginia
$48K -$55.2K -200 -53%
IF
3007
Ironwood Financial
Arizona
$44K
IFA
3008
Interactive Financial Advisors
Illinois
$42K
BC
3009
Belmont Capital
California
$42K
DWA
3010
Delos Wealth Advisors
Texas
$39K +$39K +141 New
MG
3011
MilWealth Group
Wisconsin
$37.2K
HI
3012
Hoey Investments
Pennsylvania
$35K -$35K -125 -50%
JWBC
3013
John W. Brooker & Co
California
$35K
HF
3014
Halpern Financial
Virginia
$33.4K +$6.95K +25 +26%
NOI
3015
Newton One Investments
Delaware
$33K
SC
3016
Sawyer & Company
Massachusetts
$33K +$1.39K +5 +4%
BCM
3017
Birch Capital Management
Texas
$28K
RF
3018
Robbins Farley
New Hampshire
$28K
AW
3019
Alaethes Wealth
Nevada
$28K +$28K +100 New
BCA
3020
Bray Capital Advisors
Florida
$27K
MS
3021
Mizuho Securities
Japan
$24K -$2.54K -9 -10%
FC
3022
Fiduciary Counselling
Minnesota
$23K
EIM
3023
Essex Investment Management
Massachusetts
$21K
H
3024
HoyleCohen
California
$18.3K +$772 +2,776 +4%
TVAMP
3025
Tennessee Valley Asset Management Partners
Tennessee
$18K -$17.8K -62,356 -50%