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 %
AWMG
2351
Alliance Wealth Management Group
New Jersey
$523K -$109K -470 -17%
SWP
2352
ShoreHaven Wealth Partners
New Jersey
$523K +$523K +2,257 New
AAIM
2353
American Assets Investment Management
California
$522K – – –
CWA
2354
Core Wealth Advisors
Florida
$522K +$9.98K +43 +2%
SWP
2355
Strategic Wealth Partners
Ohio
$521K -$7.19K -31 -1%
OA
2356
Oxbow Advisors
Texas
$521K – – –
PC
2357
Port Capital
Illinois
$521K – – –
LFASL
2358
Lugano Financial Advisors SA (LFA)
Switzerland
$521K – – –
JGUA
2359
John G. Ullman & Associates
New York
$521K +$10.2K +44 +2%
FCA
2360
FinTrust Capital Advisors
South Carolina
$520K -$55.4K -239 -10%
ACWM
2361
Adams Chetwood Wealth Management
North Carolina
$520K – – –
PP
2362
Paloma Partners
Connecticut
$519K -$3.02M -13,013 -85%
TC
2363
Trilogy Capital
California
$519K +$928 +4 +0.2%
FNBTCON
2364
First National Bank & Trust Co of Newtown
Pennsylvania
$516K -$5.57K -24 -1%
TA
2365
Trellis Advisors
Washington
$514K +$7.65K +33 +2%
EWP
2366
Engrave Wealth Partners
Texas
$514K +$160K +682 +45%
RWMH
2367
Riverpoint Wealth Management Holdings
Illinois
$511K -$5.8K -25 -1%
MC
2368
Matisse Capital
Oregon
$511K – – –
WI
2369
WrapManager Inc
California
$510K +$149K +641 +41%
CT
2370
Columbia Trust
Oregon
$510K +$510K +2,205 New
SHGA
2371
Sand Hill Global Advisors
California
$509K -$42.6K -184 -8%
KIC
2372
Keating Investment Counselors
Florida
$509K – – –
WDG
2373
Wealth Dimensions Group
Ohio
$509K +$509K +2,196 New
SC
2374
Schoolcraft Capital
Colorado
$507K +$58K +250 +13%
CISOA
2375
Capital Investment Services of America
Wisconsin
$507K +$145K +625 +40%
93 94
95
96 97