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 %
ACM
2001
Armbruster Capital Management
New York
$914K -$28.8K -124 -3%
SSCA
2002
South Shore Capital Advisors
Massachusetts
$914K +$914K +3,944 New
BWM
2003
BCGM Wealth Management
Indiana
$909K +$909K +3,748 New
PA
2004
Parkside Advisors
California
$908K +$136K +588 +18%
GSC
2005
G&S Capital
Colorado
$906K – – –
NCM
2006
Noesis Capital Mangement
Florida
$906K +$342K +1,475 +61%
JWM
2007
Jupiter Wealth Management
Colorado
$905K -$2.57M -11,095 -74%
4WM
2008
44 Wealth Management
Oregon
$903K +$903K +3,893 New
BT
2009
Brandywine Trust
Delaware
$899K – – –
AWG
2010
Altus Wealth Group
Colorado
$898K +$898K +3,879 New
RWI
2011
Red Wave Investments
Pennsylvania
$897K +$897K +3,867 New
KIG
2012
Kowal Investment Group
Wisconsin
$894K +$894K +3,837 New
BIA
2013
Biondo Investment Advisors
Pennsylvania
$893K – – –
HFA
2014
HC Financial Advisors
California
$891K +$83K +358 +10%
DA
2015
Duality Advisers
Florida
$890K -$6.33M -27,302 -88%
ODG
2016
O'Dell Group
Ohio
$887K +$887K +3,825 New
SWA
2017
Sutton Wealth Advisors
Florida
$885K +$12.1K +52 +1%
MS
2018
Madden Securities
Texas
$885K -$89.3K -385 -9%
THWM
2019
Taylor Hoffman Wealth Management
Virginia
$885K -$4.17K -18 -0.5%
FFA
2020
Founders Financial Alliance
North Carolina
$885K +$206K +891 +30%
GHA
2021
GW Henssler & Associates
Georgia
$884K -$19.7K -85 -2%
AO
2022
Advisor OS
Illinois
$882K +$882K +3,807 New
PFWA
2023
Paces Ferry Wealth Advisors
Georgia
$880K -$127K -547 -13%
CIAS
2024
CFS Investment Advisory Services
New Jersey
$880K +$880K +3,795 New
RZH
2025
Relyea Zuckerberg Hanson
Connecticut
$875K -$5.8K -25 -0.7%
79 80
81
82 83