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 %
VCG
2726
Vantage Consulting Group
Virginia
$242K +$242K +1,044 New
BCP
2727
Blackhawk Capital Partners
Wisconsin
$241K -$92.9K -436 -28%
CP
2728
Cumberland Partners
Ontario, Canada
$241K +$2.32K +10 +1%
AHC
2729
Anderson Hoagland & Co
Missouri
$240K -$37.4K -161 -13%
RBC
2730
Roble Belko & Company
Pennsylvania
$239K -$5.8K -25 -2%
TA
2731
TruWealth Advisors
Louisiana
$239K +$239K +1,030 New
NCM
2732
Nelson Capital Management
California
$238K -$303K -1,306 -56%
COF
2733
Capital One Financial
Virginia
$237K -$844K -3,637 -78%
AC
2734
Arjuna Capital
North Carolina
$237K – – –
HIM
2735
Hillsdale Investment Management
Ontario, Canada
$237K – – –
SFM
2736
Signet Financial Management
New Jersey
$237K – – –
FFW
2737
Fusion Family Wealth
New York
$236K – – –
SWM
2738
Selective Wealth Management
Virginia
$236K +$58K +250 +33%
CMBA
2739
C.M. Bidwell & Associates
Hawaii
$235K -$76.6K -330 -25%
AA
2740
Addison Advisors
Vermont
$235K +$235K +1,012 New
OWA
2741
Outlook Wealth Advisors
Texas
$235K +$235K +1,012 New
AFM
2742
Andesa Financial Management
Pennsylvania
$234K -$234K -1,009 -50%
WFMPM
2743
Woodley Farra Manion Portfolio Management
Indiana
$234K -$143K -617 -38%
FA
2744
Fountainhead AM
New Jersey
$233K +$233K +1,004 New
CWM
2745
CMH Wealth Management
New Hampshire
$232K -$229K -986 -50%
BA
2746
BCM Advisors
Louisiana
$232K – – –
WOC
2747
West Oak Capital
California
$231K – – –
AIA
2748
Armor Investment Advisors
North Carolina
$231K +$13.9K +60 +6%
EWF
2749
Epstein & White Financial
California
$230K -$42.8K -185 -16%
WFWM
2750
Wechter Feldman Wealth Management
New Jersey
$230K -$42.7K -184 -16%
108 109
110
111 112