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 %
CSWG
1901
Cardinal Strategic Wealth Guidance
Kentucky
$1.1M -$153K -660 -12%
RCA
1902
Rex Capital Advisors
Rhode Island
$1.1M – – –
AIP
1903
Almanack Investment Partners
Pennsylvania
$1.1M +$64.4K +278 +6%
NJBEST
1904
New Jersey Better Educational Savings Trust
New Jersey
$1.1M -$848K -3,659 -44%
AIM
1905
ARGA Investment Management
Connecticut
$1.1M – – –
PWSG
1906
Pacific Wealth Strategies Group
California
$1.1M +$12.6K +54 +1%
OWIM
1907
Old West Investment Management
California
$1.1M +$121K +523 +12%
IA
1908
Insight Advisors
Pennsylvania
$1.1M +$1.1M +4,728 New
NWA
1909
New World Advisors
Massachusetts
$1.1M – – –
HR
1910
Hardy Reed
Mississippi
$1.1M – – –
SP
1911
SWS Partners
Ohio
$1.09M -$71.9K -310 -6%
WMP
1912
Wealth Management Partners
Arizona
$1.09M +$1.09M +4,712 New
OCM
1913
Orleans Capital Management
Louisiana
$1.09M – – –
CB
1914
Cadence Bank
Mississippi
$1.09M +$110K +473 +11%
GIP
1915
Greatmark Investment Partners
Georgia
$1.09M -$696 -3 -0.1%
LWA
1916
Lineweaver Wealth Advisors
Ohio
$1.09M +$46.1K +199 +4%
WAS
1917
Wealth Advisory Solutions
Indiana
$1.08M -$6.26K -27 -0.6%
SEEDPG
1918
S.E.E.D. Planning Group
New York
$1.08M +$744K +3,209 +220%
WA
1919
Wambolt & Associates
Colorado
$1.08M -$9.27K -40 -0.9%
PNAA
1920
Pictet North America Advisors
Switzerland
$1.08M – – –
SMC
1921
Smith, Moore & Co
Missouri
$1.07M -$557K -2,405 -34%
HIP
1922
HUB Investment Partners
Texas
$1.07M +$1.07M +5,032 New
HAIM
1923
Hunter Associates Investment Management
Pennsylvania
$1.07M -$23.2K -100 -2%
SAS
1924
Sanford Advisory Services
Michigan
$1.07M +$1.07M +4,592 New
BWM
1925
BCS Wealth Management
Tennessee
$1.06M -$64.9K -280 -6%
75 76
77
78 79