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 %
AAS
1926
Annex Advisory Services
Wisconsin
$1.06M -$67.2K -290 -6%
JCM
1927
Jag Capital Management
Missouri
$1.06M – – –
SIM
1928
Sonora Investment Management
Arizona
$1.06M -$53.3K -230 -5%
PS
1929
Portfolio Solutions
Michigan
$1.06M +$762K +3,288 +260%
SEP
1930
Southland Equity Partners
Missouri
$1.05M +$1.05M +4,549 New
W
1931
Wealthquest
Ohio
$1.05M -$8.99K -38 -0.8%
Edgewood Management
1932
Edgewood Management
Connecticut
$1.05M – – –
PP
1933
Prosperity Planning
Missouri
$1.05M +$1.05M +4,519 New
KMWM
1934
Keudell/Morrison Wealth Management
Oregon
$1.04M +$33.6K +145 +3%
LC
1935
LCNB Corp
Ohio
$1.04M +$29K +125 +3%
DWM
1936
Dakota Wealth Management
Florida
$1.04M +$64.2K +277 +7%
GCA
1937
Guardian Capital Advisors
Ontario, Canada
$1.04M -$127K -558 -11%
DWMG
1938
DB Wealth Management Group
California
$1.04M +$1.04M +4,495 New
GB
1939
Goepper Burkhardt
South Carolina
$1.04M +$1.04M +4,484 New
VIA
1940
Vident Investment Advisory
Georgia
$1.04M +$229K +986 +28%
PPW
1941
Parcion Private Wealth
Washington
$1.04M +$265K +1,144 +34%
LCM
1942
LVM Capital Management
Michigan
$1.04M – – –
RWA
1943
Redhawk Wealth Advisors
Minnesota
$1.03M +$107K +461 +12%
CBT
1944
CoreFirst Bank & Trust
Kansas
$1.03M +$1.03M +4,446 New
BST
1945
Bath Savings Trust
Maine
$1.03M -$312K -1,345 -23%
SCA
1946
Sage Capital Advisors
South Dakota
$1.03M -$2.83K -12 -0.3%
SIM
1947
Sadoff Investment Management
Wisconsin
$1.02M -$81.2K -350 -7%
FSA
1948
Fort Sheridan Advisors
Illinois
$1.02M -$100K -433 -9%
PCMK
1949
Paragon Capital Management (Kansas)
Kansas
$1.02M -$11.6K -50 -1%
FPGK
1950
Financial Partners Group (Kansas)
Kansas
$1.01M -$79.4K -339 -7%
76 77
78
79 80