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 %
MCM
2701
Mattern Capital Management
Colorado
$256K -$5.58K -24 -2%
TOCUITCONY
2702
Trustees of Columbia University in the City of New York
New York
$256K +$256K +1,100 New
CCM
2703
Carderock Capital Management
Maryland
$255K -$11.6K -50 -4%
ACM
2704
Alpha Capital Management
Texas
$255K -$1.16K -5 -0.5%
CNC
2705
Citizens & Northern Corp
Pennsylvania
$255K – – –
CCA
2706
Conestoga Capital Advisors
Pennsylvania
$255K +$255K +1,100 New
SHA
2707
Seneca House Advisors
Virginia
$252K -$10.9K -47 -4%
RFM
2708
Royal Fund Management
Florida
$251K -$286K -1,236 -53%
SFA
2709
Souders Financial Advisors
Ohio
$249K – – –
CWM
2710
Campbell Wealth Management
Virginia
$248K -$35K -151 -12%
BA
2711
Ballew Advisors
Mississippi
$248K – – –
HWM
2712
Howard Wealth Management
Connecticut
$247K +$1.39K +6 +0.6%
SWAG
2713
Spectrum Wealth Advisory Group
California
$246K -$288K -1,240 -54%
APC
2714
Aspire Private Capital
North Carolina
$246K +$1.39K +6 +0.6%
GHAM
2715
Gilman Hill Asset Management
Connecticut
$246K +$246K +1,063 New
CPSC
2716
Carl P. Sherr & Co
Massachusetts
$245K – – –
LAM
2717
LifePro Asset Management
California
$245K +$245K +1,056 New
BWM
2718
BT Wealth Management
Georgia
$244K -$46.3K -200 -16%
CCFM
2719
Clear Creek Financial Management
Washington
$244K +$244K +1,056 New
EIG
2720
Ellenbecker Investment Group
Wisconsin
$243K -$43K -185 -15%
CIS
2721
Connors Investor Services
Pennsylvania
$243K -$23.1K -100 -9%
LBA
2722
Lowell Blake & Associates
Massachusetts
$243K – – –
SFA
2723
Source Financial Advisors
New York
$243K +$243K +1,048 New
BCM
2724
Brasada Capital Management
Texas
$243K +$243K +1,050 New
TVWM
2725
Tower View Wealth Management
Wisconsin
$242K +$62.2K +268 +35%
107 108
109
110 111