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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 %
IFAM
2226
Institutional & Family Asset Management
Colorado
$817K +$74.2K +267 +10%
SWM
2227
SeaCrest Wealth Management
New York
$815K -$68.4K -246 -8%
FI
2228
FormulaFolio Investments
Michigan
$814K +$55.9K +201 +7%
IFO
2229
Independent Family Office
New York
$814K +$68.1K +245 +9%
AWM
2230
Aevitas Wealth Management
Massachusetts
$813K +$35.6K +128 +5%
LF
2231
LifeSteps Financial
California
$812K -$30.6K -110 -4%
HHGA
2232
Halbert Hargrove Global Advisors
California
$812K +$28.1K +101 +4%
FH
2233
FWG Holdings
Florida
$810K +$810K +2,915 New
BP
2234
BCK Partners
New York
$808K
PHIMC
2235
Private Harbour Investment Management & Counsel
Ohio
$807K -$55.6K -200 -6%
PFC
2236
Phocas Financial Corp
California
$803K +$100K +360 +14%
SSA
2237
South Street Advisors
New York
$800K
BCM
2238
Boltwood Capital Management
California
$800K
CMP
2239
Courage Miller Partners
Virginia
$798K
SIGI
2240
Susquehanna International Group (Ireland)
Ireland
$797K +$302K +1,087 +61%
VCM
2241
Virtue Capital Management
Tennessee
$794K -$81.5K -293 -9%
CASB
2242
Cape Ann Savings Bank
Massachusetts
$793K -$709K -2,550 -47%
CA
2243
Claro Advisors
Massachusetts
$793K +$23.1K +83 +3%
BMC
2244
Beaton Management Company
Massachusetts
$793K +$27.8K +100 +4%
FEM
2245
Fulcrum Equity Management
Texas
$792K +$41.7K +150 +6%
FNBOMD
2246
First National Bank of Mount Dora
Florida
$790K +$7.23K +26 +0.9%
SAF
2247
Smith Anglin Financial
Texas
$789K -$363K -1,307 -32%
RHAM
2248
Round Hill Asset Management
California
$789K
MPCG
2249
Matrix Private Capital Group
New York
$788K -$163K -586 -17%
HWA
2250
HHM Wealth Advisors
Tennessee
$788K