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 %
GLA
2101
Good Life Advisors
Pennsylvania
$788K +$74.6K +321 +10%
AC
2102
Aristides Capital
Kentucky
$787K – – –
PRWA
2103
Platte River Wealth Advisors
Colorado
$787K +$65.5K +280 +9%
SC
2104
SRB Corp
Massachusetts
$787K +$140K +606 +22%
AWA
2105
Acorn Wealth Advisors
Michigan
$784K -$156K -675 -17%
VC
2106
Veracity Capital
Georgia
$784K – – –
AMG
2107
Advisors Management Group
Wisconsin
$783K +$38.7K +167 +5%
BDF
2108
Black Diamond Financial
Maryland
$782K +$334K +1,440 +75%
MWP
2109
Meridian Wealth Partners
Pennsylvania
$778K -$5.11K -22 -0.7%
IFAM
2110
Institutional & Family Asset Management
Colorado
$777K -$95.7K -413 -11%
GWM
2111
Gray Wealth Management
Maine
$777K +$13.5K +58 +2%
GPA
2112
Garrison Point Advisors
California
$774K +$13.9K +60 +2%
TWM
2113
TriaGen Wealth Management
California
$774K +$774K +3,339 New
MCPPUI
2114
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$773K – – –
PHIMC
2115
Private Harbour Investment Management & Counsel
Ohio
$773K -$9.27K -40 -1%
FNBOSM
2116
First National Bank of South Miami
Florida
$772K -$16.4K -71 -2%
JIP
2117
JBJ Investment Partners
South Carolina
$771K +$27.8K +120 +4%
YIH
2118
Y-Intercept (HK)
Hong Kong
$770K +$770K +3,355 New
CWP
2119
Curated Wealth Partners
California
$767K +$767K +3,308 New
CP
2120
Camelot Portfolios
Ohio
$766K +$46.4K +200 +6%
RP
2121
Riverbridge Partners
Minnesota
$765K -$4.64K -20 -0.6%
SB
2122
Sunflower Bank
Texas
$765K +$103K +446 +16%
LWAM
2123
Legacy Wealth Asset Management
Minnesota
$765K +$765K +3,298 New
SWMG
2124
Strategic Wealth Management Group
Maryland
$764K -$3.01K -13 -0.4%
WAM
2125
WNY Asset Management
New York
$761K +$761K +3,289 New
83 84
85
86 87