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 %
SWA
1126
Stratos Wealth Advisors
Ohio
$4.19M +$325K +1,401 +8%
LWANC
1127
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.19M +$2.03M +8,739 +94%
IAN
1128
Integrated Advisors Network
Texas
$4.19M +$2.55K +11 +0.1%
BIM
1129
Baldwin Investment Management
Pennsylvania
$4.17M +$60.5K +261 +1%
Financial Engines Advisors
1130
Financial Engines Advisors
California
$4.17M -$399K -1,722 -9%
NHC
1131
Nicholas Hoffman & Company
Georgia
$4.17M +$76.1K +328 +2%
HPWM
1132
Highland Private Wealth Management
Washington
$4.17M -$637K -2,745 -13%
CCM
1133
Corsair Capital Management
New York
$4.16M -$75.4K -325 -2%
BPC
1134
Banque Pictet & Cie
Switzerland
$4.16M +$1.56M +6,750 +60%
HW
1135
Hedeker Wealth
Illinois
$4.14M +$339K +1,464 +9%
BCA
1136
Berman Capital Advisors
Georgia
$4.12M +$9.97K +43 +0.2%
GWS
1137
Glassman Wealth Services
Virginia
$4.11M +$99.2K +428 +2%
SACTSONJ
1138
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.1M – – –
WPP
1139
Whalerock Point Partners
Rhode Island
$4.1M +$3.21M +13,860 +364%
BPM
1140
Bowling Portfolio Management
Ohio
$4.1M -$214K -925 -5%
FWSM
1141
First Wilshire Securities Management
California
$4.09M +$429K +1,850 +12%
HCP
1142
Holt Capital Partners
Texas
$4.09M +$127K +547 +3%
PK
1143
Pflug Koory
Nebraska
$4.08M +$23.2K +100 +0.6%
NWM
1144
Northwest Wealth Management
Iowa
$4.07M +$2.08M +8,990 +105%
SCM
1145
Shelton Capital Management
Colorado
$4.06M -$36.9K -159 -0.9%
JSC
1146
Jackson Square Capital
California
$4.05M -$34.3K -148 -0.8%
Fuller & Thaler Asset Management
1147
Fuller & Thaler Asset Management
California
$4.04M +$7.42K +32 +0.2%
FQ
1148
First Quadrant
California
$4.04M -$53.3K -230 -1%
BAM
1149
Berkshire Asset Management
Pennsylvania
$4.04M +$896K +3,865 +28%
BFC
1150
Bedel Financial Consulting
Indiana
$4.04M +$24.1K +104 +0.6%
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