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 %
BW
1401
Bison Wealth
Georgia
$2.6M +$115K +494 +5%
EWM
1402
Empirical Wealth Management
Washington
$2.6M +$180K +775 +7%
AFA
1403
Abacus FCF Advisors
Florida
$2.59M -$241K -1,065 -9%
CI
1404
CX Institutional
Indiana
$2.59M +$2.32M +10,026 +889%
MCM
1405
Marathon Capital Management
Maryland
$2.58M -$31.1K -134 -1%
WIA
1406
Wealthstreet Investment Advisors
Texas
$2.58M +$46.4K +200 +2%
FC
1407
Forte Capital
New York
$2.57M – – –
CWS
1408
Cypress Wealth Services
California
$2.57M +$2.57M +11,080 New
BA
1409
Bellwether Advisors
Nebraska
$2.57M +$2.57M +11,073 New
ATPW
1410
Ashton Thomas Private Wealth
Arizona
$2.56M +$249K +1,072 +11%
AOWM
1411
Alpha Omega Wealth Management
Virginia
$2.56M -$516K -2,224 -17%
GA
1412
Greytown Advisors
Florida
$2.56M +$1.12M +4,818 +77%
FDS
1413
Freedom Day Solutions
Texas
$2.56M -$79.1K -341 -3%
BM
1414
Bislett Management
California
$2.55M – – –
MFG
1415
Magnus Financial Group
New York
$2.55M +$347K +1,495 +16%
PWA
1416
Phoenix Wealth Advisors
North Carolina
$2.54M +$2.54M +10,968 New
BIM
1417
Barton Investment Management
Pennsylvania
$2.54M -$9.28K -40 -0.4%
SAM
1418
Soditic Asset Management
United Kingdom
$2.53M +$2.53M +10,920 New
WPA
1419
Winning Points Advisors
Florida
$2.53M +$12.3K +59 +0.5%
RIA
1420
Regal Investment Advisors
Michigan
$2.53M +$2.53M +10,906 New
FA
1421
FDx Advisors
Illinois
$2.53M -$66.3K -286 -3%
SAM
1422
SignalPoint Asset Management
Missouri
$2.52M +$329K +1,418 +15%
HFM
1423
Hartford Financial Management
Connecticut
$2.52M +$32.2K +139 +1%
NNP
1424
Nachman Norwood & Parrott
South Carolina
$2.52M +$50.1K +216 +2%
DFA
1425
Delta Financial Advisors
Louisiana
$2.51M -$10.9K -47 -0.4%
55 56
57
58 59