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 %
MAFM
1101
Mid Atlantic Financial Management
Pennsylvania
$4.42M +$42.9K +185 +1%
PIM
1102
Perpetual Investment Management
Australia
$4.41M +$4.41M +19,198 New
FB
1103
Fulton Bank
Pennsylvania
$4.4M -$61.7K -266 -1%
LWM
1104
Laidlaw Wealth Management
New York
$4.39M +$1.98M +8,551 +82%
ETC
1105
Exchange Traded Concepts
Oklahoma
$4.37M +$2.18M +9,389 +99%
CCM
1106
Coldstream Capital Management
Washington
$4.34M +$1.9M +8,191 +78%
ACM
1107
AKRE Capital Management
Virginia
$4.32M – – –
TIM
1108
Tortoise Investment Management
New York
$4.31M -$3.94K -17 -0.1%
WA
1109
WBH Advisory
Maryland
$4.31M +$10.6K +45 +0.2%
FHA
1110
First Horizon Advisors
Tennessee
$4.3M +$118K +511 +3%
TBA
1111
Tower Bridge Advisors
Pennsylvania
$4.3M -$139K -601 -3%
TFS
1112
TrustCore Financial Services
Tennessee
$4.3M +$220K +947 +5%
RWA
1113
Ropes Wealth Advisors
Massachusetts
$4.3M +$19.5K +84 +0.5%
IMRF
1114
Illinois Municipal Retirement Fund
Illinois
$4.3M +$2.16M +9,308 +101%
WIC
1115
Woodmont Investment Counsel
Tennessee
$4.27M +$392K +1,689 +10%
FHC
1116
First Heartland Consultants
Missouri
$4.26M -$28.1K -121 -0.7%
IWC
1117
Integrated Wealth Concepts
Massachusetts
$4.24M +$172K +743 +4%
DLA
1118
Douglas Lane & Associates
New York
$4.24M -$52.4K -226 -1%
APA
1119
American Portfolios Advisors
New York
$4.24M +$300K +1,296 +8%
IA
1120
IFG Advisory
Georgia
$4.23M +$53.3K +230 +1%
BS
1121
Banco Santander
Spain
$4.22M -$5.43M -23,413 -56%
AF
1122
Aldebaran Financial
$4.21M -$162K -700 -4%
CGL
1123
Clarius Group LLC
Washington
$4.21M +$382K +1,648 +10%
BC
1124
Blackhill Capital
New Jersey
$4.2M – – –
MWA
1125
Moser Wealth Advisors
Washington
$4.2M -$9.28K -40 -0.2%
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45
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