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 %
AAMA
2426
Advanced Asset Management Advisors
Ohio
$458K – – –
RAM
2427
Rempart Asset Management
Canada
$458K +$458K +1,974 New
VCWA
2428
Vanguard Capital Wealth Advisors
Colorado
$457K +$457K +1,991 New
AssetMark Inc
2429
AssetMark Inc
California
$455K -$52.2K -225 -10%
VBFP
2430
Valtinson Bruner Financial Planning
Minnesota
$454K – – –
CCG
2431
Capital CS Group
California
$452K +$452K +1,950 New
PPW
2432
Pasadena Private Wealth
California
$451K -$11.6K -50 -3%
PFC
2433
Phocas Financial Corp
California
$450K – – –
EB
2434
Eastern Bank
Massachusetts
$447K -$283K -1,220 -39%
HWM
2435
Hohimer Wealth Management
Washington
$446K – – –
NPT
2436
Nixon Peabody Trust
Massachusetts
$444K -$338K -1,460 -43%
GIA
2437
Gladstone Institutional Advisory
Florida
$442K -$59.5K -257 -12%
BG
2438
Bollard Group
Massachusetts
$441K – – –
TAM
2439
Trillium Asset Management
Massachusetts
$441K +$120K +518 +37%
MGAM
2440
McGowan Group Asset Management
Texas
$440K – – –
HWM
2441
Hemington Wealth Management
Virginia
$438K +$438K +1,887 New
SPAS
2442
Spectrum Planning & Advisory Services
California
$437K +$437K +1,885 New
FBC
2443
Fairfield, Bush & Co
Connecticut
$436K – – –
KM
2444
Kalos Management
Georgia
$435K +$116K +491 +36%
SPP
2445
Single Point Partners
Massachusetts
$434K +$105K +451 +32%
BI
2446
Blooom Inc
Kansas
$433K +$433K +8,593 New
BIA
2447
BHK Investment Advisors
Alabama
$431K – – –
FA
2448
Fagan Associates
New York
$429K -$7.64K -33 -2%
DAM
2449
Diamant Asset Management
Connecticut
$428K – – –
KPWG
2450
KFA Private Wealth Group
Virginia
$428K – – –
96 97
98
99 100