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 %
MFGM
2201
Marshall Financial Group (Maryland)
Maryland
$681K +$681K +2,939 New
CPW
2202
Catalyst Private Wealth
California
$678K – – –
HWA
2203
HHM Wealth Advisors
Tennessee
$674K – – –
RHAM
2204
Round Hill Asset Management
California
$673K – – –
ACM
2205
Ategra Capital Management
Virginia
$671K -$17.6K -76 -3%
NOCM
2206
Night Owl Capital Management
Connecticut
$671K -$440K -1,896 -40%
BHWA
2207
Beacon Harbor Wealth Advisors
Virginia
$671K +$671K +2,892 New
SSA
2208
South Street Advisors
New York
$670K – – –
RWA
2209
RGT Wealth Advisors
Texas
$667K -$271K -1,168 -29%
BLAM
2210
Bourne Lent Asset Management
New York
$665K +$665K +2,869 New
CIS
2211
Capital International Sarl
California
$660K – – –
CWP
2212
Concord Wealth Partners
Virginia
$660K +$660K +2,847 New
AWM
2213
Aevitas Wealth Management
Massachusetts
$659K – – –
WFA
2214
Wipfli Financial Advisors
Wisconsin
$658K +$658K +2,836 New
CMP
2215
Courage Miller Partners
Virginia
$657K – – –
FUBT
2216
First United Bank & Trust
Maryland
$657K +$40.6K +175 +7%
WAM
2217
Wolverine Asset Management
Illinois
$656K +$264K +1,141 +67%
MAA
2218
Matrix Asset Advisors
New York
$654K +$18.1K +78 +3%
AHC
2219
Adell Harriman & Carpenter
Texas
$653K +$23.2K +100 +4%
HHGA
2220
Halbert Hargrove Global Advisors
California
$653K +$3.24K +14 +0.5%
RIM
2221
Rockbridge Investment Management
New York
$653K +$5.8K +25 +0.9%
MAM
2222
McCarthy Asset Management
California
$652K +$652K +2,812 New
PAG
2223
Pinnacle Advisory Group
Maryland
$650K +$57.8K +249 +10%
BP
2224
BCK Partners
New York
$650K +$650K +2,802 New
DBG
2225
De Burlo Group
Massachusetts
$649K – – –
87 88
89
90 91