BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,655 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 876 increasing their positions, 1,228 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,655
Holders Change
+49
Holders Change %
+1.88%
% of All Funds
53.71%
Holding in Top 10
439
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.02%
% of All Funds
8.88%
New
164
Increased
876
Reduced
1,228
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.53B
2
GQG Partners
GQG Partners
Florida
+$644M
3
Artisan Partners
Artisan Partners
Wisconsin
+$371M
4
Bank of America
Bank of America
North Carolina
+$241M
5
QP
Quilter Plc
United Kingdom
+$232M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$842M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$523M
3
Principal Financial Group
Principal Financial Group
Iowa
-$434M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$289M
5
Norges Bank
Norges Bank
Norway
-$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
2476
Ullmann Wealth Partners Group
Florida
$249K +$249K +1,167 New
CWA
2477
Carolina Wealth Advisors
South Carolina
$246K -$45.9K -215 -16%
HCA
2478
Harbour Capital Advisors
Virginia
$246K – – –
CIS
2479
Connors Investor Services
Pennsylvania
$245K – – –
SFA
2480
Souders Financial Advisors
Ohio
$245K +$245K +1,073 New
CCM
2481
Carderock Capital Management
Maryland
$245K +$245K +1,150 New
MWA
2482
MFA Wealth Advisors
Pennsylvania
$244K -$12.8K -60 -5%
FPIS
2483
Financial Planning & Information Services
Wisconsin
$244K – – –
FCM
2484
Fortis Capital Management
Washington
$243K -$13K -61 -5%
DTC
2485
Davidson Trust Company
Washington
$243K – – –
SHA
2486
Seneca House Advisors
Virginia
$242K +$242K +1,135 New
OPTFSNA
2487
Old Point Trust & Financial Services N A
Virginia
$241K – – –
CI
2488
CX Institutional
Indiana
$240K -$1.48M -6,962 -86%
AFM
2489
Abbot Financial Management
Massachusetts
$240K – – –
MCM
2490
Mattern Capital Management
Colorado
$240K – – –
PDM
2491
Penn Davis McFarland
Texas
$240K – – –
NEIRG
2492
New England Investment & Retirement Group
Massachusetts
$239K – – –
TCPWM
2493
Traverso Chambers Private Wealth Management
California
$239K – – –
ONST
2494
Old North State Trust
North Carolina
$238K -$415K -1,951 -64%
CF
2495
Copperwynd Financial
Arizona
$238K +$238K +1,116 New
CB
2496
CNB Bank
Pennsylvania
$237K – – –
ACM
2497
Alpha Capital Management
Texas
$235K +$235K +1,103 New
Two Sigma Advisers
2498
Two Sigma Advisers
New York
$234K -$138M -648,200 -100%
GAG
2499
GM Advisory Group
New York
$234K +$234K +1,098 New
CNC
2500
Citizens & Northern Corp
Pennsylvania
$234K +$234K +1,100 New
98 99
100
101 102