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 %
MPIA
2251
Mountain Pacific Investment Advisers
Idaho
$627K – – –
FEM
2252
Fulcrum Equity Management
Texas
$626K +$116K +500 +23%
CYG
2253
Clean Yield Group
Vermont
$623K -$5.1K -22 -0.8%
DSN
2254
D. Scott Neal
Kentucky
$622K – – –
PFG
2255
PAX Financial Group
Texas
$622K +$14.1K +61 +2%
KFI
2256
Key Financial Inc
Pennsylvania
$620K – – –
CG
2257
CFO4Life Group
Texas
$619K +$9.27K +40 +2%
FIM
2258
Fernwood Investment Management
Massachusetts
$619K +$23.2K +100 +4%
SWA
2259
Sax Wealth Advisors
New Jersey
$619K +$619K +2,670 New
TLP
2260
Trinity Legacy Partners
Texas
$618K -$7.65K -33 -1%
CPA
2261
Capital Planning Advisors
California
$618K +$55.6K +240 +10%
PWM
2262
PBMares Wealth Management
Virginia
$615K – – –
SF
2263
Symphony Financial
Texas
$615K +$41.1K +180 +7%
WMC
2264
Westwood Management Corporation
Illinois
$614K – – –
IC
2265
Inscription Capital
Texas
$613K – – –
FP
2266
Financial Perspectives
Minnesota
$611K – – –
BMC
2267
Beaton Management Company
Massachusetts
$611K – – –
WSCM
2268
Wellington Shields Capital Management
New York
$610K +$11.6K +50 +2%
PCS
2269
Personal CFO Solutions
New Jersey
$609K -$1.04M -4,480 -63%
MW
2270
Marcum Wealth
Ohio
$608K +$16.9K +73 +3%
SW
2271
SkyOak Wealth
Michigan
$603K -$30.4K -131 -5%
PAMP
2272
Polar Asset Management Partners
Ontario, Canada
$601K +$601K +2,593 New
MNBTD
2273
Moody National Bank Trust Division
Texas
$599K +$116K +500 +24%
LC
2274
Landaas & Company
Wisconsin
$598K – – –
TFF
2275
The Family Firm
Maryland
$598K – – –
89 90
91
92 93