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 %
OWM
2601
OneAscent Wealth Management
Alabama
$313K +$313K +1,350 New
AWM
2602
Act Wealth Management
Texas
$313K +$313K +1,352 New
CCM
2603
CWH Capital Management
Washington
$312K – – –
VFIC
2604
Valley Forge Investment Consultants
Pennsylvania
$312K +$312K +1,347 New
OQS
2605
Occudo Quantitative Strategies
Florida
$312K +$312K +1,347 New
BWL
2606
Bogart Wealth LLC
Virginia
$310K -$67.9K -293 -18%
BFG
2607
Barber Financial Group
Kansas
$310K -$32K -138 -9%
FMP
2608
Financial Management Professionals
Texas
$310K +$2.32K +10 +0.8%
CFS
2609
Cannon Financial Strategists
Georgia
$309K – – –
ZAM
2610
Zevin Asset Management
Massachusetts
$309K -$17.4K -75 -5%
MCIA
2611
Mountain Capital Investment Advisors
Colorado
$309K -$700 -3 -0.2%
CL
2612
CSS LLC
Illinois
$309K – – –
CPC
2613
Consolidated Planning Corp
Georgia
$309K +$16K +69 +5%
FVWA
2614
Foster Victor Wealth Advisors
South Carolina
$308K -$235K -1,013 -43%
FA
2615
Financial Advisors
Massachusetts
$308K -$12.1K -52 -4%
NCM
2616
Narwhal Capital Management
Georgia
$308K – – –
ME
2617
McIlrath & Eck
Washington
$306K +$29.4K +127 +11%
VWM
2618
Valley Wealth Managers
New Jersey
$305K – – –
CG
2619
Corundum Group
Colorado
$305K +$7.64K +33 +3%
WJA
2620
Willis Johnson & Associates
Texas
$305K +$305K +1,315 New
CWM
2621
Curi Wealth Management
North Carolina
$305K +$305K +1,318 New
NFG
2622
NewFocus Financial Group
Washington
$304K – – –
SCM
2623
SKBA Capital Management
California
$304K +$23.2K +100 +8%
SFG
2624
SevenBridge Financial Group
Pennsylvania
$304K +$304K +1,310 New
LC
2625
Lavaca Capital
Texas
$304K +$304K +1,313 New
103 104
105
106 107