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 %
DAC
2651
Dividend Assets Capital
South Carolina
$288K – – –
RC
2652
RBF Capital
California
$288K – – –
WWM
2653
Wagner Wealth Management
South Carolina
$288K +$288K +1,241 New
NEGWA
2654
New England Guild Wealth Advisors
Connecticut
$287K – – –
JWM
2655
JGP Wealth Management
Oregon
$287K +$471 +2 +0.2%
BL
2656
Balentine LLC
Georgia
$285K -$63.4K -274 -18%
CCA
2657
Conservest Capital Advisors
Pennsylvania
$285K +$8.36K +36 +3%
MMM
2658
Mendel Money Management
Illinois
$284K -$12.7K -55 -4%
CFG
2659
CKW Financial Group
Hawaii
$284K – – –
RWRC
2660
R.W. Roge & Company
New York
$283K – – –
RWG
2661
Ratio Wealth Group
Colorado
$282K +$282K +1,216 New
RPA
2662
Rock Point Advisors
Vermont
$280K -$1.16K -5 -0.4%
ML
2663
McAdam LLC
Pennsylvania
$280K +$30.1K +129 +12%
OFA
2664
Oak Family Advisors
Illinois
$280K +$280K +1,206 New
FFWM
2665
Future Financial Wealth Management
Ohio
$279K +$279K +1,205 New
MPPLM
2666
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$278K -$54.9K -237 -16%
CFG
2667
CMC Financial Group
Georgia
$278K – – –
CCM
2668
Chiron Capital Management
Florida
$277K -$22K -95 -7%
LIC
2669
Laurus Investment Counsel
Canada
$277K – – –
SIGI
2670
Susquehanna International Group (Ireland)
Ireland
$276K +$276K +1,190 New
RF
2671
RHS Financial
California
$275K -$38K -164 -12%
SAM
2672
Smithbridge Asset Management
Pennsylvania
$275K – – –
CL
2673
CIM LLC
New York
$275K +$39K +166 +17%
CPC
2674
Cookson Peirce & Co
Pennsylvania
$273K – – –
KA
2675
Kercheville Advisors
Texas
$273K +$273K +1,175 New
105 106
107
108 109