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 %
SMG
1301
Spectrum Management Group
Indiana
$3.02M +$111K +480 +4%
VCM
1302
Vigilant Capital Management
Maine
$3.02M +$1.9M +8,206 +171%
EWA
1303
Evolution Wealth Advisors
Florida
$3.01M -$25.5K -110 -0.8%
PTP
1304
Platform Technology Partners
New York
$3.01M +$17.2K +74 +0.6%
CPA
1305
Cowen Prime Advisors
New York
$3.01M -$202K -870 -6%
PWP
1306
Personal Wealth Partners
Minnesota
$3.01M -$147K -633 -5%
YWP
1307
YorkBridge Wealth Partners
New York
$3.01M -$2.09K -9 -0.1%
KC
1308
Kingfisher Capital
North Carolina
$3M +$440K +1,897 +17%
NAM
1309
NorthCoast Asset Management
Connecticut
$2.99M +$272K +1,174 +10%
SBSB
1310
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.99M +$3.94K +17 +0.1%
AMIM
1311
Aull & Monroe Investment Management
Alabama
$2.99M -$111K -479 -4%
HCA
1312
Hyperion Capital Advisors
New York
$2.99M -$873K -3,764 -23%
AP
1313
Appleton Partners
Massachusetts
$2.98M -$23.4K -101 -0.8%
KWA
1314
KCS Wealth Advisory
California
$2.98M +$53.6K +231 +2%
AF
1315
Advisornet Financial
Minnesota
$2.98M -$214K -924 -7%
TAM
1316
Trust Asset Management
Texas
$2.98M +$683K +2,945 +30%
ERIM
1317
Eagle Ridge Investment Management
Connecticut
$2.98M -$180K -776 -6%
AIC
1318
Ameritas Investment Company
Nebraska
$2.98M +$526K +2,268 +21%
PCP
1319
Proficio Capital Partners
Massachusetts
$2.97M +$15.1K +65 +0.5%
Dodge & Cox
1320
Dodge & Cox
California
$2.97M – – –
AUB
1321
Atlantic Union Bankshares
Virginia
$2.97M -$19.7K -85 -0.7%
OWP
1322
Old Well Partners
North Carolina
$2.97M -$985K -4,250 -25%
HC
1323
Hourglass Capital
Texas
$2.96M -$188K -810 -6%
BCM
1324
Brookstone Capital Management
Illinois
$2.95M -$61K -263 -2%
FCB
1325
First Command Bank
Texas
$2.95M +$189K +817 +7%
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