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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 %
GC
2176
Gibson Capital
Pennsylvania
$825K -$191K -750 -19%
SFG
2177
Summit Financial Group
West Virginia
$821K -$12.8K -50 -2%
LCM
2178
Liberty Capital Management
Michigan
$821K
KCM
2179
Kathmere Capital Management
Pennsylvania
$821K +$204K +797 +33%
SHGA
2180
Sand Hill Global Advisors
California
$821K +$260K +1,016 +46%
WGA
2181
Weather Gauge Advisory
Virginia
$818K -$63.9K -250 -7%
TLFA
2182
True Link Financial Advisors
California
$818K
TFA
2183
Tranquilli Financial Advisor
New Jersey
$818K +$105K +409 +15%
IWA
2184
Inspirion Wealth Advisors
Illinois
$817K
SFP
2185
Sterling Financial Planning
New Jersey
$815K
TCM
2186
Tandem Capital Management
New Jersey
$815K +$48K +188 +6%
FBT
2187
First Bank & Trust
South Dakota
$815K +$222K +868 +37%
DC
2188
DeDora Capital
California
$814K -$19.4K -76 -2%
TFO
2189
Tarbox Family Office
California
$814K +$2.3K +9 +0.3%
SWM
2190
SeaCrest Wealth Management
New York
$812K -$115K -450 -12%
ACP
2191
Arcus Capital Partners
Georgia
$812K -$24.3K -95 -3%
AF
2192
Apexium Financial
Texas
$812K +$51.1K +200 +7%
PFG
2193
PAX Financial Group
Texas
$812K +$126K +495 +18%
PG
2194
Proffitt & Goodson
Tennessee
$811K -$20.2K -79 -2%
FIM
2195
Fernwood Investment Management
Massachusetts
$809K +$127K +497 +19%
PWAG
2196
Polaris Wealth Advisory Group
California
$808K +$23.9K +90 +3%
CST
2197
Charles Schwab Trust
Nevada
$806K -$470K -1,821 -37%
VCM
2198
Virtue Capital Management
Tennessee
$804K +$28.3K +111 +4%
NJBEST
2199
New Jersey Better Educational Savings Trust
New Jersey
$802K -$409K -1,600 -34%
CCC
2200
Chelsea Counsel Company
California
$800K