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 %
ECM
1876
Estabrook Capital Management
New York
$1.14M -$69.6K -300 -6%
HL
1877
HeadInvest LLC
Maine
$1.14M +$19.7K +85 +2%
BWP
1878
Bernardo Wealth Planning
Pennsylvania
$1.14M – – –
AFC
1879
AFT Forsyth & Company
Florida
$1.14M +$81.2K +350 +8%
SAM
1880
Sequent Asset Management
Texas
$1.14M -$131K -565 -10%
HCMNY
1881
Howard Capital Management (New York)
New York
$1.14M -$23K -99 -2%
MMG
1882
Monetary Management Group
Missouri
$1.13M +$29K +125 +3%
IFO
1883
Independent Family Office
New York
$1.13M +$32K +138 +3%
TCOT
1884
Trust Company of Toledo
Ohio
$1.13M +$33.6K +145 +3%
EWA
1885
Encompass Wealth Advisors
Oregon
$1.13M +$1.13M +4,877 New
LRIA
1886
Leonard Rickey Investment Advisors
Washington
$1.13M +$26.7K +115 +2%
DAM
1887
Doheny Asset Management
California
$1.13M -$24.3K -105 -2%
MCM
1888
Maple Capital Management
Vermont
$1.13M -$927 -4 -0.1%
LWIC
1889
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.12M +$1.12M +3,805 New
RMC
1890
Resources Management Corp
Connecticut
$1.12M -$409K -1,762 -27%
CCP
1891
Cardan Capital Partners
Colorado
$1.12M +$95.8K +413 +9%
OCM
1892
Osterweis Capital Management
California
$1.12M +$53.1K +229 +5%
FNFDCM
1893
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.11M +$180K +775 +19%
FPFS
1894
First Personal Financial Services
North Carolina
$1.11M -$13.9K -60 -1%
FA
1895
Fiducient Advisors
Illinois
$1.11M +$1.11M +4,777 New
MA
1896
Modus Advisors
Minnesota
$1.11M -$39.9K -172 -3%
KP
1897
Keel Point
Alabama
$1.11M -$8.34K -36 -0.7%
KOMWMG
1898
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.11M +$3.48K +15 +0.3%
ALAM
1899
Asahi Life Asset Management
Japan
$1.11M +$37.1K +160 +3%
MIFH
1900
Migdal Insurance & Financial Holdings
Israel
$1.1M +$1.1M +21,968 +81,363%
74 75
76
77 78