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 %
FMBTD
1501
First Midwest Bank Trust Division
Illinois
$2.19M +$134K +579 +7%
CF
1502
Centaurus Financial
California
$2.18M +$15.8K +68 +0.7%
ATFA
1503
All Terrain Financial Advisors
Minnesota
$2.18M – – –
ST
1504
Sabal Trust
Florida
$2.18M +$412K +1,778 +23%
BHTS
1505
Bar Harbor Trust Services
Maine
$2.17M +$57.3K +247 +3%
CAM
1506
CenterStar Asset Management
Illinois
$2.17M -$9.79M – –
SXL
1507
Summit X LLC
Missouri
$2.16M +$194K +838 +10%
BP
1508
BBR Partners
New York
$2.16M -$1.63M -7,037 -43%
FAT
1509
First American Trust
California
$2.16M -$6.01M -25,936 -74%
C
1510
Certuity
Florida
$2.15M +$19.7K +85 +0.9%
MA
1511
Mezzasalma Advisors
New Jersey
$2.15M +$2.15M +9,279 New
WAM
1512
Weatherly Asset Management
California
$2.15M -$23.2K -100 -1%
BA
1513
Ballast Advisors
Minnesota
$2.15M +$46.4K +200 +2%
CBFP
1514
Cedar Brook Financial Partners
Ohio
$2.14M -$191K -824 -8%
LFS
1515
Legacy Financial Strategies
Kansas
$2.14M -$50.1K -216 -2%
RIM
1516
Regent Investment Management
Kentucky
$2.14M -$274K -1,181 -11%
TTWM
1517
TCV Trust & Wealth Management
Virginia
$2.12M -$115K -498 -5%
PWG
1518
Private Wealth Group
Florida
$2.12M +$339K +1,464 +19%
VC
1519
Vicus Capital
Pennsylvania
$2.11M -$4.87K -21 -0.2%
IMA
1520
Investment Management Associates
Colorado
$2.11M +$2.11M +9,081 New
JWCA
1521
J.W. Coons Advisors
Ohio
$2.1M +$17.4K +75 +0.8%
XSC
1522
X-Square Capital
Puerto Rico
$2.1M -$5.8K -25 -0.3%
OCM
1523
Orser Capital Management
Texas
$2.09M – – –
RWM
1524
Ritholtz Wealth Management
New York
$2.09M +$47.1K +203 +2%
IIM
1525
Intact Investment Management
Quebec, Canada
$2.09M -$69.6K -300 -3%
59 60
61
62 63