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 %
LC
2276
Landaas & Company
Wisconsin
$598K – – –
OCM
2277
One Capital Management
California
$598K +$115K +498 +24%
BHBT
2278
Burke & Herbert Bank & Trust
Virginia
$594K -$29.7K -128 -5%
LWA
2279
Lenox Wealth Advisors
New York
$594K +$32.7K +141 +6%
CCM
2280
Colorado Capital Management
Colorado
$593K – – –
CIG
2281
Cairn Investment Group
Washington
$591K +$93.5K +403 +19%
AWA
2282
Aaron Wealth Advisors
Illinois
$591K +$591K +2,550 New
PPCM
2283
Pillar Pacific Capital Management
California
$589K -$4.87K -21 -0.8%
IA
2284
IAM Advisory
Pennsylvania
$589K +$589K +2,530 New
CS
2285
Capital Square
Tennessee
$588K -$141K -607 -19%
KWILP
2286
Kiwi Wealth Investments Limited Partnership
New Zealand
$587K – – –
SVCP
2287
Silicon Valley Capital Partners
California
$587K +$19.7K +85 +3%
CGA
2288
Crescent Grove Advisors
Illinois
$586K -$75.6K -326 -11%
CRWM
2289
Castle Rock Wealth Management
California
$586K +$88.7K +381 +18%
LFA
2290
Legend Financial Advisors
Pennsylvania
$584K -$7.42K -32 -1%
APSP
2291
Asset Planning Services (Pennsylvania)
Pennsylvania
$584K – – –
DP
2292
Denver PWM
Colorado
$583K -$12.1K -53 -2%
CAM
2293
Congress Asset Management
Massachusetts
$582K +$51.7K +223 +10%
MCC
2294
Money Concepts Capital
Florida
$582K +$582K +2,510 New
GG
2295
Gleason Group
Kentucky
$579K +$1.16K +5 +0.2%
OR
2296
Olympiad Research
Connecticut
$578K +$151K +650 +35%
DFA
2297
DHJJ Financial Advisors
Illinois
$577K +$577K +2,490 New
S
2298
Surevest
California
$575K – – –
HFBOT
2299
Home Federal Bank of Tennessee
Tennessee
$573K – – –
CWP
2300
CFM Wealth Partners
Texas
$572K – – –
90 91
92
93 94