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 %
TWP
2676
TFO Wealth Partners
Ohio
$272K -$40.2K -173 -13%
MWM
2677
Maltin Wealth Management
New Jersey
$272K – – –
PCA
2678
Private Capital Advisors
Connecticut
$272K – – –
JF
2679
Jump Financial
Illinois
$271K -$846K -3,639 -76%
SFG
2680
Sunburst Financial Group
Alabama
$267K -$80.9K -349 -23%
SLF
2681
Sun Life Financial
Ontario, Canada
$267K -$8.12K -35 -3%
CCA
2682
Catalyst Capital Advisors
New York
$267K +$267K +1,150 New
FPIS
2683
Financial Planning & Information Services
Wisconsin
$265K – – –
MWA
2684
MFA Wealth Advisors
Pennsylvania
$265K – – –
DTC
2685
Davidson Trust Company
Washington
$265K – – –
MKA
2686
M. Kulyk & Associates
Georgia
$265K +$265K +1,145 New
BC
2687
Brio Consultants
California
$264K -$52.2K -225 -17%
OPTFSNA
2688
Old Point Trust & Financial Services N A
Virginia
$262K – – –
DP
2689
Divergent Planning
Maryland
$262K +$262K +1,132 New
PDM
2690
Penn Davis McFarland
Texas
$261K – – –
AFM
2691
Abbot Financial Management
Massachusetts
$261K – – –
TCPWM
2692
Traverso Chambers Private Wealth Management
California
$261K – – –
MAS
2693
Managed Account Services
Florida
$261K +$261K +1,112 New
NEIRG
2694
New England Investment & Retirement Group
Massachusetts
$260K – – –
DE
2695
Day & Ennis
Georgia
$259K -$48.5K -209 -16%
CF
2696
Copperwynd Financial
Arizona
$259K – – –
HCM
2697
Howard Capital Management
Georgia
$259K +$3.48K +15 +1%
CB
2698
CNB Bank
Pennsylvania
$258K – – –
NEPPG
2699
New England Professional Planning Group
Rhode Island
$257K – – –
AWM
2700
Accel Wealth Management
Iowa
$257K +$257K +1,107 New
106 107
108
109 110