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 %
RWM
2576
RBA Wealth Management
California
$328K -$172K -743 -34%
IAP
2577
Indie Asset Partners
Indiana
$328K -$84.6K -365 -21%
FAM
2578
Flaharty Asset Management
Florida
$327K +$34.5K +149 +12%
KFS
2579
Kaizen Financial Strategies
California
$327K +$327K +1,410 New
WCWM
2580
Willow Creek Wealth Management
California
$325K +$51.2K +221 +19%
SMG
2581
Smart Money Group
Texas
$324K -$31.6K -136 -9%
DWM
2582
Defined Wealth Management
Oregon
$324K +$324K +1,396 New
FCM
2583
Fortis Capital Management
Washington
$323K +$58.6K +253 +22%
RIG
2584
Renaissance Investment Group
Massachusetts
$322K -$2.09K -9 -0.6%
TFGT
2585
TS Financial Group (TSFG)
Illinois
$322K +$44.5K +192 +16%
HPWM
2586
High Pines Wealth Management
Massachusetts
$322K +$322K +1,388 New
WCM
2587
Weld Capital Management
New York
$321K -$423K -1,827 -57%
CA
2588
Continuum Advisory
Idaho
$320K +$5.79K +25 +2%
CWP
2589
Capital Wealth Planning
Florida
$319K – – –
RSS
2590
Rosenblum Silverman Sutton
California
$318K – – –
MWM
2591
Mascoma Wealth Management
New Hampshire
$318K +$318K +1,373 New
CAN
2592
Claraphi Advisory Network
United States
$315K +$43.3K +187 +16%
WFO
2593
Wealthgate Family Office
Colorado
$315K +$315K +1,360 New
MAM
2594
Marotta Asset Management
Virginia
$315K -$27.4K -118 -8%
1IA
2595
1834 Investment Advisors
Wisconsin
$314K -$30.4K -131 -9%
OL
2596
Optas LLC
Texas
$313K -$34.7K -150 -10%
BMA
2597
Brooks Moore & Associates
Tennessee
$313K – – –
BE
2598
Bonness Enterprises
District of Columbia
$313K – – –
ACM
2599
Alethea Capital Management
Washington
$313K +$92.7K +400 +42%
XS
2600
XR Securities
Illinois
$313K +$313K +1,348 New
102 103
104
105 106