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 %
ACM
2751
Ayrshire Capital Management
Connecticut
$229K -$44K -190 -16%
AP
2752
Adero Partners
California
$229K +$229K +987 New
BAM
2753
Boyar Asset Management
New York
$227K – – –
DACG
2754
Donor Advised Charitable Giving
California
$227K – – –
HFS
2755
Howard Financial Services
Texas
$227K +$3.48K +15 +2%
RPG
2756
Resource Planning Group
Georgia
$226K – – –
SIA
2757
Strategic Investment Advisors
Michigan
$226K +$226K +975 New
SMH
2758
Sanders Morris Harris
Texas
$224K +$224K +964 New
GCMG
2759
Gyroscope Capital Management Group
Florida
$223K – – –
BEC
2760
Blue Edge Capital
Virginia
$221K – – –
FC
2761
Fusion Capital
South Carolina
$221K +$221K +955 New
BWAM
2762
Boyd Watterson Asset Management
Ohio
$220K -$345K -1,490 -61%
PIM
2763
Provident Investment Management
Michigan
$220K – – –
BC
2764
Brookfield Corp
Ontario, Canada
$220K – – –
CWM
2765
Concentrum Wealth Management
California
$219K -$6.95K -30 -3%
SFPG
2766
Stonebridge Financial Planning Group
Florida
$217K – – –
LB
2767
Leo Brokerage
Texas
$217K +$217K +934 New
TS
2768
Tamar Securities
California
$217K +$217K +934 New
GAM
2769
Geier Asset Management
Maryland
$215K +$215K +894 New
LFPWM
2770
Leicht Financial Planning & Wealth Management
New Jersey
$215K +$215K +930 New
MWM
2771
McNaughton Wealth Management
California
$214K +$214K +921 New
FAN
2772
Financial Advisors Network
California
$214K +$214K +925 New
HCM
2773
Hilton Capital Management
New York
$214K +$214K +925 New
DC
2774
Derby & Company
Massachusetts
$213K -$16.2K -70 -7%
EE
2775
EWG Elevate
California
$213K -$9.97K -43 -4%
109 110
111
112 113