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 %
AIS
1626
American Investment Services
Massachusetts
$1.78M -$232K -1,000 -12%
CT
1627
Clearstead Trust
Maine
$1.78M +$793K +3,458 +81%
SFG
1628
SNS Financial Group
Minnesota
$1.77M -$42.4K -183 -2%
GEA
1629
Glen Eagle Advisors
New Jersey
$1.77M +$6.96K +30 +0.4%
BWP
1630
Baldwin Wealth Partners
Massachusetts
$1.76M -$51K -220 -3%
PJB
1631
Paul John Balson
California
$1.76M +$172K +740 +11%
SRAM
1632
Spouting Rock Asset Management
Pennsylvania
$1.76M +$391K +1,687 +29%
MCM
1633
Magnolia Capital Management
New York
$1.76M – – –
CCM
1634
Consolidated Capital Management
California
$1.76M -$7.24M -31,213 -80%
KA
1635
Klingman & Associates
New York
$1.76M +$21.6K +93 +1%
FTDI
1636
First Trust Direct Indexing
Massachusetts
$1.76M +$1.76M +7,580 New
1W
1637
1776 Wealth
Georgia
$1.76M – – –
CCG
1638
Cypress Capital Group
Florida
$1.75M -$26K -112 -1%
EH
1639
Employers Holdings
Nevada
$1.75M – – –
FAM
1640
Formidable Asset Management
Ohio
$1.75M -$4.81K -21 -0.3%
BF
1641
Blankinship & Foster
California
$1.75M -$23.4K -101 -1%
BZWA
1642
Blue Zone Wealth Advisors
California
$1.75M +$54.2K +234 +3%
GRP
1643
Global Retirement Partners
California
$1.74M -$149K -643 -8%
SW
1644
SteelPeak Wealth
California
$1.74M -$105K -452 -6%
HIC
1645
Holderness Investments Company
North Carolina
$1.74M -$70K -302 -4%
QCM
1646
Quest Capital Management
Texas
$1.73M -$32.2K -139 -2%
CIM
1647
CIM Investment Management
Pennsylvania
$1.73M -$130K -562 -7%
EWM
1648
Endurance Wealth Management
Rhode Island
$1.72M – – –
AWP
1649
Abacus Wealth Partners
California
$1.72M +$1.72M +7,409 New
WCM
1650
Whitener Capital Management
North Carolina
$1.71M -$284K -1,225 -14%
64 65
66
67 68