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 %
CCM
2301
Crossvault Capital Management
Texas
$569K – – –
UBV
2302
United Bank (Virginia)
Virginia
$569K +$116K +500 +26%
VWM
2303
Venturi Wealth Management
Texas
$567K -$21.8K -94 -4%
BFM
2304
Boothbay Fund Management
New York
$566K -$1.57M -6,753 -73%
PPSG
2305
Princeton Portfolio Strategies Group
New Jersey
$566K -$23.2K -100 -4%
BCP
2306
Blue Chip Partners
Michigan
$566K +$18.1K +78 +3%
FPWM
2307
FSB Premier Wealth Management
Iowa
$566K +$566K +2,443 New
BIA
2308
Bigelow Investment Advisors
Maine
$563K -$152K -655 -21%
SWM
2309
Sugarloaf Wealth Management
Georgia
$562K – – –
KCM
2310
Kathmere Capital Management
Pennsylvania
$561K +$19.5K +84 +4%
FGAM
2311
Financial Gravity Asset Management
Texas
$561K +$561K +2,444 New
SFG
2312
StrategIQ Financial Group
Indiana
$559K +$49.7K +214 +10%
SHWM
2313
Silicon Hills Wealth Management
Texas
$558K -$33.4K -144 -6%
RP
2314
Rowlandmiller & Partners
Georgia
$557K +$27.8K +120 +5%
CAL
2315
Capital Analysts LLC
Pennsylvania
$557K +$2.78K +12 +0.5%
APWM
2316
Atlas Private Wealth Management
New York
$556K +$15.3K +66 +3%
RCM
2317
RNC Capital Management
California
$556K +$259K +1,116 +87%
VIM
2318
Vista Investment Management
Pennsylvania
$554K +$61.7K +266 +13%
SIC
2319
Samalin Investment Counsel
New York
$553K +$696 +3 +0.1%
BP
2320
Broadleaf Partners
Ohio
$553K +$39.4K +170 +8%
CWA
2321
Clearview Wealth Advisors
Oregon
$552K +$552K +2,380 New
ED
2322
Exane Derivatives
France
$552K +$83.7K +361 +18%
AW
2323
Avion Wealth
Texas
$551K – – –
SIA
2324
SkyView Investment Advisors
New Jersey
$551K +$551K +2,377 New
FHC
2325
First Horizon Corporation
Tennessee
$550K -$2.32K -10 -0.4%
91 92
93
94 95