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 %
WKWM
901
Walter & Keenan Wealth Management
Indiana
$6.75M +$11.4K +49 +0.2%
WS
902
Wedbush Securities
California
$6.75M -$1.27M -5,470 -16%
BFIC
903
Bedell Frazier Investment Counselling
California
$6.74M +$117K +503 +2%
SHWM
904
Smith & Howard Wealth Management
Georgia
$6.69M -$475K -2,047 -7%
HAC
905
Harbor Advisory Corp
New Hampshire
$6.68M +$983K +4,239 +17%
CG
906
Caprock Group
Idaho
$6.68M +$262K +1,132 +4%
KCPG
907
Kavar Capital Partners Group
Kansas
$6.67M +$171K +739 +3%
GC
908
Gratus Capital
Georgia
$6.66M -$377K -1,626 -5%
MPW
909
Monterey Private Wealth
California
$6.65M -$189K -813 -3%
TPW
910
Tiller Private Wealth
Pennsylvania
$6.63M -$2M -8,634 -23%
AAIM
911
Asset Advisors Investment Management
Georgia
$6.61M -$46.4K -200 -0.7%
KAM
912
Knightsbridge Asset Management
California
$6.6M -$263K -1,134 -4%
GW
913
GW & Wade
Massachusetts
$6.59M +$2.57M +11,070 +64%
SFS
914
Searcy Financial Services
Kansas
$6.57M +$101K +437 +2%
KS
915
Karpas Strategies
Connecticut
$6.56M – – –
NCM
916
Northside Capital Management
Oregon
$6.54M -$158K -681 -2%
OBGC
917
O'Brien Greene & Co
Pennsylvania
$6.53M +$76.5K +330 +1%
HT
918
Heritage Trust
Oklahoma
$6.51M -$160K -689 -2%
SRCM
919
Swift Run Capital Management
Virginia
$6.51M +$64.5K +278 +1%
CI
920
Conning Inc
Connecticut
$6.5M -$123K -530 -2%
MPAM
921
Murphy Pohlad Asset Management
Minnesota
$6.49M -$174K -750 -3%
SWA
922
SOA Wealth Advisors
New York
$6.48M +$6.48M +26,999 New
SFO
923
Stokes Family Office
Louisiana
$6.46M +$58.7K +253 +0.9%
MP
924
McDonald Partners
Ohio
$6.45M +$6.45M +27,819 New
FFA
925
Fragasso Financial Advisors
Pennsylvania
$6.42M +$335K +1,443 +6%
35 36
37
38 39