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 %
JWM
2776
Janiczek Wealth Management
Colorado
$213K +$66.4K +286 +45%
DBIA
2777
Dumont & Blake Investment Advisors
New Jersey
$213K +$213K +920 New
KBFS
2778
Kohmann Bosshard Financial Services
Ohio
$213K +$213K +920 New
NFG
2779
Northeast Financial Group
Pennsylvania
$212K +$212K +915 New
PAA
2780
Peregrine Asset Advisers
Oregon
$212K -$25.5K -110 -11%
DW
2781
Domani Wealth
Pennsylvania
$211K +$211K +909 New
BCAM
2782
Boston Common Asset Management
Massachusetts
$211K +$211K +911 New
ACA
2783
Ackerman Capital Advisors
Texas
$210K -$581K -2,500 -73%
PVWM
2784
Point View Wealth Management
New Jersey
$210K +$210K +905 New
EARNEST Partners
2785
EARNEST Partners
Georgia
$209K – – –
IAS
2786
Investment Advisory Services
Texas
$209K +$209K +900 New
ASA
2787
Armstrong Shaw Associates
Connecticut
$209K +$209K +900 New
DLG
2788
Daniel L. Goodwin
$209K +$209K +900 New
TNAM
2789
Terra Nova Asset Management
New York
$208K +$208K +896 New
HIM
2790
Hanlon Investment Management
New Jersey
$208K +$208K +899 New
RCA
2791
Ranch Capital Advisors
Florida
$207K +$7.85K +34 +4%
APC
2792
Asset Planning Corporation
Tennessee
$207K +$207K +891 New
MA
2793
MJP Associates
Connecticut
$207K +$207K +892 New
SC
2794
Steph & Co
Wisconsin
$206K – – –
AWM
2795
Affinity Wealth Management
Delaware
$205K +$205K +875 New
CBN
2796
Cadence Bank NA
Texas
$204K -$97.5K -421 -32%
SJIM
2797
St. Johns Investment Management
Florida
$204K – – –
MAM
2798
MMA Asset Management
Pennsylvania
$202K +$202K +871 New
GPA
2799
Guidance Point Advisors
Massachusetts
$202K +$202K +874 New
ACP
2800
Aveo Capital Partners
Colorado
$200K +$200K +864 New
110 111
112
113 114