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 %
KLCM
2126
KG&L Capital Management
Louisiana
$760K +$45.2K +195 +6%
DA
2127
Detalus Advisors
Missouri
$759K -$8.11K -35 -1%
PGA
2128
Portland Global Advisors
Maine
$759K – – –
ACP
2129
Arcus Capital Partners
Georgia
$759K +$759K +3,272 New
9WM
2130
9258 Wealth Management
Ohio
$758K – – –
SFG
2131
Summit Financial Group
West Virginia
$757K – – –
DC
2132
DeDora Capital
California
$756K -$204K -881 -21%
SAM
2133
S.A. Mason
Michigan
$756K +$22.3K +96 +3%
PG
2134
Proffitt & Goodson
Tennessee
$754K -$25K -108 -3%
KBG
2135
Kahn Brothers Group
New York
$754K – – –
MCWS
2136
McKinley Carter Wealth Services
West Virginia
$753K +$50.3K +217 +7%
LGA
2137
Lebenthal Global Advisors
New York
$749K +$749K +3,231 New
JAM
2138
Jupiter Asset Management
United Kingdom
$745K +$97.2K +419 +15%
LCM
2139
Liberty Capital Management
Michigan
$745K +$745K +3,213 New
BWA
2140
Beam Wealth Advisors
Louisiana
$744K -$16.2K -70 -2%
LWP
2141
Lumature Wealth Partners
Georgia
$743K +$743K +3,204 New
PA
2142
PFG Advisors
Arizona
$742K -$68.4K -295 -8%
IWA
2143
Inspirion Wealth Advisors
Illinois
$742K -$13K -56 -2%
JLBC
2144
J.L. Bainbridge & Co
Florida
$742K – – –
TLFA
2145
True Link Financial Advisors
California
$742K +$742K +3,200 New
CC
2146
Cornerstone Capital
California
$741K -$92.7K -400 -11%
AA
2147
Advisory Alpha
Michigan
$741K +$402K +1,733 +118%
SFP
2148
Sterling Financial Planning
New Jersey
$740K +$740K +3,190 New
TFO
2149
Tarbox Family Office
California
$737K -$27.1K -117 -4%
GAM
2150
Gould Asset Management
California
$737K -$11.6K -50 -2%
84 85
86
87 88