BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,927 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 385 funds opening new positions, 974 increasing their positions, 1,195 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,927
Holders Change
+272
Holders Change %
+10.24%
% of All Funds
51.93%
Holding in Top 10
438
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
385
Increased
974
Reduced
1,195
Closed
73
Calls
$5.45B
Puts
$4.01B
Net Calls
+$1.44B
Net Calls Change
-$158M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$373M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$358M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$299M
4
Wells Fargo
Wells Fargo
California
+$261M
5
Barclays
Barclays
United Kingdom
+$222M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.44B
2
WCA
Windsor Creek Advisors
Vermont
-$1.24B
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.16B
4
BlackRock
BlackRock
New York
-$1.14B
5
Capital World Investors
Capital World Investors
California
-$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
WLIM
2501
White Lighthouse Investment Management
Massachusetts
$378K – – –
BAMG
2502
Brand Asset Management Group
Missouri
$377K -$120K -518 -24%
CAG
2503
Csenge Advisory Group
Florida
$375K -$37.1K -160 -9%
TBNY
2504
Trustco Bank (New York)
New York
$375K – – –
ACM
2505
AlphaStar Capital Management
North Carolina
$375K +$45.6K +195 +14%
VAM
2506
Verity Asset Management
North Carolina
$374K +$32.5K +140 +10%
CAS
2507
Coppell Advisory Solutions
Texas
$374K +$374K +1,611 New
CMI
2508
Clare Market Investments
Texas
$373K -$369K -1,590 -50%
CSM
2509
CAMG Solamere Management
North Carolina
$372K -$11.6K -50 -3%
RB
2510
Rodgers Brothers
Pennsylvania
$371K -$46.4K -200 -11%
CSPAM
2511
Cary Street Partners Asset Management
Virginia
$371K +$371K +1,600 New
DLHL
2512
Donald L. Hagan LLC
Florida
$370K -$46.4K -200 -11%
TF
2513
Trek Financial
Arizona
$370K – – –
BCP
2514
Berkeley Capital Partners
Georgia
$369K +$369K +1,590 New
SFG
2515
Sovereign Financial Group
Connecticut
$367K +$367K +1,582 New
HCP
2516
Hexagon Capital Partners
Arkansas
$366K – – –
BWM
2517
BNC Wealth Management
Oregon
$366K +$71.8K +310 +24%
NFSG
2518
Newbridge Financial Services Group
Florida
$366K +$84.6K +365 +30%
CWA
2519
Carolina Wealth Advisors
South Carolina
$366K +$98.9K +427 +37%
TF
2520
TRH Financial
Iowa
$365K – – –
MIC
2521
Meridian Investment Counsel
California
$365K – – –
AGA
2522
Arkos Global Advisors
Texas
$365K – – –
CIAS
2523
CBIZ Investment Advisory Services
Ohio
$365K -$340K – –
AWA
2524
AmeriServ Wealth Advisors
Pennsylvania
$365K +$365K +1,575 New
HWA
2525
Heritage Way Advisors
Illinois
$364K +$116K +500 +47%
99 100
101
102 103