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 %
AP
1951
Atwood & Palmer
Missouri
$1.01M +$46.4K +200 +5%
LWP
1952
Legacy Wealth Partners
California
$1M +$158K +682 +19%
FNWM
1953
Financial Network Wealth Management
Utah
$1M +$1M +4,316 New
RW
1954
RVW Wealth
California
$1M +$106K +350 +12%
CWM
1955
Calamos Wealth Management
Illinois
$999K -$357K -1,542 -26%
GCM
1956
Gibraltar Capital Management
Oklahoma
$999K +$23.2K +100 +2%
FCFC
1957
First Citizens Financial Corp
Iowa
$997K -$180K -775 -15%
FFS
1958
Founders Financial Securities
Maryland
$991K +$991K +4,272 New
NI
1959
NFC Investments
Tennessee
$988K -$232 -1 -0%
WAAG
1960
Wealth Alliance Advisory Group
Kansas
$984K +$110K +476 +13%
ARG
1961
Advisory Resource Group
Oklahoma
$982K -$9.27K -40 -0.9%
TWA
1962
Tillar-Wenstrup Advisors
Ohio
$980K +$980K +4,225 New
PFA
1963
Pettinga Financial Advisors
Indiana
$974K +$35.4K +153 +4%
SHJ
1964
Sharkey, Howes & Javer
Colorado
$973K – – –
FLI
1965
Family Legacy Inc
South Carolina
$972K – – –
RFN
1966
RDA Financial Network
Iowa
$970K -$520K -2,245 -35%
BMC
1967
Benin Management Corp
Connecticut
$967K -$138K -596 -13%
PP
1968
Patten & Patten
Tennessee
$967K +$34.8K +150 +4%
PWA
1969
Physician Wealth Advisors
Utah
$962K -$129K -529 -12%
TP
1970
Tranquility Partners
Tennessee
$961K +$29.9K +129 +3%
NSAM
1971
North Star Asset Management
Wisconsin
$958K +$96.1K +415 +11%
HZ
1972
Hixon Zuercher
Ohio
$957K -$63.1K -272 -6%
HFA
1973
Hoover Financial Advisors
Pennsylvania
$956K -$88.9K -378 -9%
AFS
1974
Axiom Financial Strategies
Indiana
$956K – – –
CFA
1975
Capstone Financial Advisors
Illinois
$955K +$103K +445 +12%
77 78
79
80 81