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 %
BEI
2801
Benjamin Edwards Inc
Missouri
$198K – – –
OPW
2802
Oxler Private Wealth
New York
$191K +$191K +825 New
WLPWM
2803
Walled Lake Planning & Wealth Management
Illinois
$189K – – –
PP
2804
PrairieView Partners
Minnesota
$188K +$46.4K +200 +33%
GWMIA
2805
Global Wealth Management Investment Advisory
Florida
$179K +$20.4K +88 +13%
BC
2806
Barnett & Company
Tennessee
$178K – – –
FA
2807
Financial Advantage
Maryland
$173K – – –
FRA
2808
Front Row Advisors
California
$173K – – –
RDFA
2809
Ritter Daniher Financial Advisory
Ohio
$173K +$173K +744 New
ONST
2810
Old North State Trust
North Carolina
$172K -$88.3K -380 -34%
SOAMC
2811
Spirit of America Management Corp
New York
$167K – – –
AIM
2812
Arcadia Investment Management
Michigan
$165K – – –
IHWM
2813
Iron Horse Wealth Management
Iowa
$163K +$163K +704 New
AC
2814
AlphaCore Capital
California
$159K – – –
APWA
2815
Atlas Private Wealth Advisors
New Jersey
$158K +$4.16K +18 +3%
PCA
2816
Providence Capital Advisors
North Carolina
$157K -$52K -225 -25%
FA
2817
Fortis Advisors
Pennsylvania
$156K +$17.1K +74 +12%
SIA
2818
Sit Investment Associates
Minnesota
$153K – – –
FWC
2819
First Washington Corp
Washington
$151K – – –
MIM
2820
Macroview Investment Management
Maryland
$151K – – –
OIM
2821
Oder Investment Management
California
$150K +$150K +646 New
MFA
2822
McClarren Financial Advisors
Pennsylvania
$150K +$150K +652 New
KFS
2823
Kelly Financial Services
Massachusetts
$148K – – –
IBOK
2824
Independence Bank of Kentucky
Kentucky
$143K – – –
SIAG
2825
Safeguard Investment Advisory Group
California
$143K +$143K +618 New
111 112
113
114 115