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 %
TW
1801
TrinityPoint Wealth
Connecticut
$1.32M -$3.01K -13 -0.2%
IF
1802
Intrua Financial
Texas
$1.31M +$134K +579 +11%
CLOS
1803
Compagnie Lombard Odier SCmA
Switzerland
$1.31M -$2.66M -11,486 -67%
BAM
1804
Baldrige Asset Management
Pennsylvania
$1.3M +$8.12K +35 +0.6%
BCM
1805
Bourgeon Capital Management
Connecticut
$1.3M – – –
FCM
1806
Firestone Capital Management
Florida
$1.29M +$55.7K +240 +5%
JSL
1807
JT Stratford LLC
Georgia
$1.29M -$80.7K -348 -6%
MCM
1808
Monarch Capital Management
Indiana
$1.28M – – –
LC
1809
Lindbrook Capital
California
$1.28M +$23.4K +101 +2%
AIL
1810
AGF Investments LLC
Ontario, Canada
$1.28M -$692K -2,982 -35%
NAG
1811
Northstar Advisory Group
New Jersey
$1.28M +$1.28M +5,508 New
UAS
1812
United Asset Strategies
New York
$1.28M -$35.2K -152 -3%
EWM
1813
EPG Wealth Management
Georgia
$1.27M +$77.7K +335 +6%
BWA
1814
Burt Wealth Advisors
Maryland
$1.27M -$116K -500 -8%
OP
1815
Oldfield Partners
United Kingdom
$1.27M +$226K +97,500 +22%
TAM
1816
Townsend Asset Management
North Carolina
$1.27M -$23.2K -100 -2%
NQWM
1817
Northwest Quadrant Wealth Management
Oregon
$1.27M +$45.9K +200 +4%
CW
1818
CreativeOne Wealth
Kansas
$1.27M +$1.27M +5,468 New
RIM
1819
Redwood Investment Management
Arizona
$1.26M +$664K +2,863 +111%
AFG
1820
Arkansas Financial Group
Arkansas
$1.26M +$6.26K +27 +0.5%
EAM
1821
Erste Asset Management
Austria
$1.26M +$1.14M +4,975 +981%
B
1822
Barings
North Carolina
$1.26M -$8.87M -38,216 -88%
VR
1823
Viridian RIA
Washington
$1.26M -$67.2K -290 -5%
BFS
1824
Baskin Financial Services
Ontario, Canada
$1.26M +$5.1K +22 +0.4%
VDI
1825
Vaughan David Investments
Illinois
$1.25M -$118K -509 -9%
71 72
73
74 75