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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 %
FP
2301
Financial Perspectives
Minnesota
$733K -$186M -671,037 -100%
WA
2302
Winfield Associates
Ohio
$731K -$27.8K -100 -4%
OPWM
2303
Oakwell Private Wealth Management
Texas
$731K
KWM
2304
Keebeck Wealth Management
Illinois
$728K -$6.95K -25 -0.9%
TLP
2305
Trinity Legacy Partners
Texas
$727K -$18.2K -65 -2%
ITIM
2306
Indiana Trust & Investment Management
Indiana
$726K +$26.9K +116 +4%
AIA
2307
Angeles Investment Advisors
California
$726K +$726K +2,612 New
CYG
2308
Clean Yield Group
Vermont
$725K
CPW
2309
Catalyst Private Wealth
California
$723K -$90.4K -325 -11%
TCWM
2310
Total Clarity Wealth Management
Illinois
$723K -$13.9K -50 -2%
AW
2311
Avion Wealth
Texas
$722K +$27.8K +100 +4%
CCA
2312
Cadent Capital Advisors
Oklahoma
$721K
RIM
2313
Rockbridge Investment Management
New York
$720K +$13.9K +50 +2%
AWA
2314
Aaron Wealth Advisors
Illinois
$719K +$556 +2 +0.1%
LFA
2315
Legacy Financial Advisors
Kentucky
$718K -$33.3K -120 -4%
FIA
2316
Foundations Investment Advisors
Arizona
$718K +$71.8K +256 +11%
EWP
2317
Engrave Wealth Partners
Texas
$717K +$86.5K +311 +14%
HCM
2318
Hengehold Capital Management
Ohio
$715K -$139K -499 -16%
SW
2319
SkyOak Wealth
Michigan
$714K -$8.89K -32 -1%
MS
2320
Madden Securities
Texas
$712K
FHC
2321
First Horizon Corporation
Tennessee
$708K +$70.2K +253 +11%
LFA
2322
Legend Financial Advisors
Pennsylvania
$708K +$708K +2,546 New
SIS
2323
Sound Income Strategies
Florida
$707K -$22.8K -82 -3%
VAM
2324
Verity Asset Management
North Carolina
$707K +$147K +530 +26%
BHBT
2325
Burke & Herbert Bank & Trust
Virginia
$706K