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 %
SGI
2151
Summit Global Investments
Utah
$736K +$736K +3,173 New
AWM
2152
Aries Wealth Management
Maine
$731K +$4.68K +20 +0.6%
DWM
2153
Dorchester Wealth Management
Quebec, Canada
$731K +$232K +1,000 +46%
SLT
2154
St Louis Trust
Missouri
$730K – – –
SAM
2155
Seelaus Asset Management
New Jersey
$729K +$84.6K +365 +13%
CCC
2156
Chelsea Counsel Company
California
$726K -$12.5K -54 -2%
ITIM
2157
Indiana Trust & Investment Management
Indiana
$726K -$6.73K -29 -0.9%
TCM
2158
Tradewinds Capital Management
Washington
$726K +$15.3K +66 +2%
NSB
2159
Norway Savings Bank
Maine
$726K +$42.9K +185 +6%
VST
2160
Van Strum & Towne
California
$726K +$345K +1,488 +90%
BMM
2161
Buffington Mohr McNeal
Idaho
$725K – – –
GSAM
2162
Grant Street Asset Management
Pennsylvania
$723K -$26.9K -116 -4%
CC
2163
Centiva Capital
New York
$721K +$721K +3,108 New
HCM
2164
Hengehold Capital Management
Ohio
$720K +$1.16K +5 +0.2%
AFAS
2165
Acorn Financial Advisory Services
Virginia
$720K +$59.2K +255 +9%
CA
2166
CGN Advisors
Kansas
$719K +$719K +3,101 New
GA
2167
Geller Advisors
New York
$714K – – –
CCM
2168
Campbell Capital Management
Florida
$714K +$714K +3,063 New
WB
2169
Webster Bank
Connecticut
$713K – – –
FC
2170
Financial Consulate
Maryland
$711K -$6.96K -30 -1%
DMC
2171
Drexel Morgan & Co
Pennsylvania
$711K – – –
LFA
2172
Legacy Financial Advisors
Kentucky
$708K -$99.7K -430 -12%
PP
2173
Patron Partners
Texas
$707K +$707K +3,051 New
FWP
2174
Firethorn Wealth Partners
Georgia
$706K +$706K +3,043 New
HFA
2175
High Falls Advisors
New York
$706K +$706K +3,045 New
85 86
87
88 89