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 %
LSPW
1451
Lake Street Private Wealth
Illinois
$2.42M +$50.3K +217 +2%
FPCP
1452
Fort Point Capital Partners
California
$2.42M – – –
VAS
1453
Vestmark Advisory Solutions
Massachusetts
$2.42M +$84.2K +363 +4%
GVAG
1454
Great Valley Advisor Group
Delaware
$2.4M -$312K -1,346 -12%
CPWM
1455
Cypress Point Wealth Management
Texas
$2.4M +$2.4M +10,335 New
BTWM
1456
Baker Tilly Wealth Management
Wisconsin
$2.39M +$2.39M +10,325 New
KTC
1457
Kistler-Tiffany Companies
Pennsylvania
$2.39M -$696 -3 -0%
RSWM
1458
Robertson Stephens Wealth Management
California
$2.39M +$37.8K +163 +2%
JFA
1459
JNBA Financial Advisors
Minnesota
$2.38M -$79.3K -342 -3%
PS
1460
Portfolio Strategies
New York
$2.37M – – –
RBFC
1461
Roman Butler Fullerton & Co
Missouri
$2.37M -$13.9K -60 -0.6%
IAM
1462
Iridian Asset Management
Connecticut
$2.36M – – –
LFA
1463
Landmark Financial Advisors
Kentucky
$2.35M -$2.8K -12 -0.1%
FWM
1464
Focused Wealth Management
New York
$2.34M -$113K -486 -5%
PNC
1465
Park National Corp
Ohio
$2.34M -$91.3K -394 -4%
RHDIC
1466
R.H. Dinel Investment Counsel
California
$2.33M – – –
PGWM
1467
Parisi Gray Wealth Management
New Jersey
$2.33M +$45.7K +197 +2%
BBHBI
1468
B, B, H, & B Inc
Alabama
$2.33M +$2.33M +10,038 New
BBP
1469
Banco BTG Pactual
Brazil
$2.32M – – –
JAMH
1470
Junson Asset Management (HK)
Hong Kong
$2.32M +$2.32M +10,000 New
FNC
1471
First National Corp
Massachusetts
$2.32M -$86.3K -372 -4%
BSA
1472
Bull Street Advisors
Georgia
$2.3M +$6.03K +26 +0.3%
TSWM
1473
Triangle Securities Wealth Management
North Carolina
$2.3M -$5.8K -25 -0.3%
LRPA
1474
L. Roy Papp & Associates
Arizona
$2.3M +$36.2K +156 +2%
AFIA
1475
America First Investment Advisors
Nebraska
$2.29M -$15.1K -65 -0.7%
57 58
59
60 61