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 %
SGK
2026
Steigerwald Gordon & Koch
Virginia
$874K +$5.79K +25 +0.7%
JGIA
2027
Jackson Grant Investment Advisers
Connecticut
$868K – – –
IC
2028
Investment Counsel
Michigan
$867K – – –
PCM
2029
Pennsylvania Capital Management
Pennsylvania
$867K +$155K +659 +22%
FFBTD
2030
First Financial Bank - Trust Division
Ohio
$865K -$44.8K -193 -5%
LWP
2031
Legacy Wealth Planning
Nevada
$864K -$11.6K -50 -1%
KFP
2032
KMG Fiduciary Partners
Ohio
$862K -$46.6K -205 -5%
BFA
2033
Brown Financial Advisory
Alabama
$862K +$862K +3,716 New
MIH
2034
Meitav Investment House
Israel
$861K +$141K +611 +20%
PAG
2035
Private Advisory Group
Washington
$860K +$458K +1,974 +114%
JMF
2036
Johnson Midwest Financial
Iowa
$854K +$854K +3,684 New
LK
2037
Lumbard & Kellner
New Hampshire
$853K +$853K +3,680 New
PM
2038
Penbrook Management
New York
$852K -$23.2K -100 -3%
IP
2039
Investment Partners
Ohio
$850K -$4.64K -20 -0.5%
CCM
2040
Chilton Capital Management
Texas
$849K – – –
PT
2041
Plimoth Trust
Massachusetts
$848K +$2.32K +10 +0.3%
BMWM
2042
Brown Miller Wealth Management
Virginia
$846K +$846K +3,648 New
B
2043
Bridgeworth
Alabama
$844K +$2.78K +12 +0.3%
LWMG
2044
Levy Wealth Management Group
Pennsylvania
$844K +$844K +3,638 New
AIP
2045
Ahrens Investment Partners
Louisiana
$843K -$234K -1,011 -22%
APA
2046
Allegiant Private Advisors
Florida
$843K +$843K +3,636 New
TWM
2047
TMD Wealth Management
Arizona
$843K +$843K +3,637 New
PC
2048
Permit Capital
Pennsylvania
$841K -$83.5K -360 -9%
SWM
2049
SeaCrest Wealth Management
New York
$841K -$58K -250 -6%
WAOTB
2050
Wealth Advisors of Tampa Bay
Florida
$841K – – –
80 81
82
83 84