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 %
PPP
2051
Private Portfolio Partners
New Jersey
$839K -$89.5K -386 -10%
BWP
2052
BSW Wealth Partners
Colorado
$838K -$37.8K -163 -4%
LF
2053
Lantz Financial
Illinois
$838K +$6.26K +27 +0.8%
GKWIM
2054
Gerber Kawasaki Wealth & Investment Management
California
$837K -$48.4K -209 -5%
SCA
2055
Stonebridge Capital Advisors
Minnesota
$837K -$13.9K -60 -2%
CNB
2056
Camden National Bank
Maine
$837K -$1.16K -5 -0.1%
BAAM
2057
Baker Avenue Asset Management
California
$837K +$73.3K +316 +10%
RWA
2058
River Wealth Advisors
Pennsylvania
$836K -$35K -151 -4%
BONST
2059
Bank of Nova Scotia Trust
Ontario, Canada
$835K -$232 -1 -0%
LBD
2060
Landsberg Bennett & Dubbaneh
Florida
$834K -$493K -2,127 -37%
SWK
2061
Stephen W. Kidder
$834K -$429K -1,850 -34%
WAOI
2062
Wealth Advisors of Iowa
Iowa
$832K +$36.6K +158 +5%
SCM
2063
Schnieders Capital Management
California
$830K +$157K +675 +23%
LPIC
2064
LeJeune Puetz Investment Counsel
Michigan
$829K +$20.9K +90 +3%
BOM
2065
Bank of Marin
California
$829K +$173K +747 +26%
CG
2066
Clarus Group
Texas
$828K +$828K +3,414 New
SCM
2067
Southport Capital Management
Tennessee
$827K -$70.9K -306 -8%
BWA
2068
BDO Wealth Advisors
Florida
$827K +$12.8K +55 +2%
ANB
2069
Amarillo National Bank
Texas
$827K +$46.4K +200 +6%
PCFFS
2070
Pacific Center for Financial Services
California
$826K – – –
BA
2071
Bard Associates
Illinois
$820K -$23.2K -100 -3%
ACA
2072
Affinity Capital Advisors
California
$820K -$3.48K -15 -0.4%
LFG
2073
Larson Financial Group
Missouri
$819K +$53.8K +232 +7%
SSWM
2074
Sheets Smith Wealth Management
North Carolina
$817K +$132K +570 +19%
MPCG
2075
Matrix Private Capital Group
New York
$815K +$151K +653 +23%
81 82
83
84 85