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 %
AWE
1476
Avidian Wealth Enterprises
Texas
$2.29M +$833K +3,593 +57%
AA
1477
Apriem Advisors
California
$2.27M -$399K -1,721 -15%
FWM
1478
Fairhaven Wealth Management
Illinois
$2.26M +$178K +768 +9%
VWA
1479
Visionary Wealth Advisors
Illinois
$2.26M +$2.26M +9,757 New
CA
1480
Capital Advantage
California
$2.26M -$230K -1,010 -9%
LA
1481
Latitude Advisors
Florida
$2.26M +$2.26M +9,741 New
GSWM
1482
Golden State Wealth Management
California
$2.25M -$61.7K -266 -3%
EWM
1483
Evermay Wealth Management
Virginia
$2.24M -$125K -540 -5%
GI
1484
GS Investments
Minnesota
$2.24M +$2.24M +9,658 New
V
1485
VeraBank
Texas
$2.23M -$75.6K -326 -3%
MFG
1486
Merit Financial Group
Georgia
$2.23M +$84.9K +366 +4%
AMC
1487
Asset Management Corp
Illinois
$2.22M – – –
EP
1488
EPIQ Partners
Minnesota
$2.22M +$162K +700 +8%
CA
1489
Corrado Advisors
New Jersey
$2.22M -$10.3K -25 -0.5%
QCG
1490
Quadrant Capital Group
Ohio
$2.22M +$43.4K +187 +2%
CPWM
1491
Cardinal Point Wealth Management
California
$2.21M +$2.21M +9,541 New
IFWM
1492
Institute for Wealth Management
Colorado
$2.21M +$466K +2,011 +27%
MAM
1493
Meeder Asset Management
Ohio
$2.21M -$20.6M -88,918 -90%
MWA
1494
Marshall Wace Asia
Hong Kong
$2.21M -$202K -869 -8%
WA
1495
WealthTrust Axiom
Pennsylvania
$2.21M – – –
NWS
1496
Newport Wealth Strategies
California
$2.21M – – –
3LCM
1497
3D/L Capital Management
Connecticut
$2.2M +$2.2M +9,564 New
DBRC
1498
D.B. Root & Company
Pennsylvania
$2.19M -$163K -702 -7%
BCM
1499
BTR Capital Management
California
$2.19M +$39.6K +171 +2%
RWM
1500
RKL Wealth Management
Pennsylvania
$2.19M -$42.7K -184 -2%
58 59
60
61 62