BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,648 hedge funds and large institutions have $214B invested in Berkshire Hathaway Class B in 2019 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 943 increasing their positions, 976 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,648
Holders Change
+235
Holders Change %
+9.74%
% of All Funds
52.29%
Holding in Top 10
495
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.76%
% of All Funds
9.77%
New
354
Increased
943
Reduced
976
Closed
79
Calls
$3.71B
Puts
$2.67B
Net Calls
+$1.05B
Net Calls Change
+$754M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.11B
2
Goldman Sachs
Goldman Sachs
New York
+$427M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
4
GQG Partners
GQG Partners
Florida
+$230M
5
Barclays
Barclays
United Kingdom
+$219M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.13B
2
HighTower Advisors
HighTower Advisors
Illinois
-$281M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
2526
Ranch Capital Advisors
Florida
$202K -$8.82K -39 -4%
EE
2527
EWG Elevate
California
$202K +$202K +892 New
MWM
2528
Maltin Wealth Management
New Jersey
$202K +$202K +894 New
HPIA
2529
Hamilton Point Investment Advisors
North Carolina
$201K +$201K +886 New
PHK
2530
Point72 Hong Kong
Hong Kong
$201K +$201K +886 New
SAS
2531
Stelac Advisory Services
New York
$198K -$368 -2 -0.2%
FCA
2532
FinTrust Capital Advisors
South Carolina
$194K +$55.5K +245 +40%
OSNBOA
2533
Old Second National Bank of Aurora
Illinois
$192K +$37.9K +167 +25%
1IA
2534
1834 Investment Advisors
Wisconsin
$191K -$23.7K -105 -11%
JWM
2535
Janiczek Wealth Management
Colorado
$191K +$20.2K +89 +12%
RWG
2536
Regal Wealth Group
California
$187K +$5.22K +23 +3%
SFPG
2537
Stonebridge Financial Planning Group
Florida
$186K +$186K +820 New
WLPWM
2538
Walled Lake Planning & Wealth Management
Illinois
$184K +$184K +814 New
FA
2539
Financial Advantage
Maryland
$169K – – –
KFS
2540
Kelly Financial Services
Massachusetts
$167K +$4.76K +21 +3%
CWA
2541
Core Wealth Advisors
Florida
$167K +$167K +739 New
TA
2542
TFG Advisers
Michigan
$162K +$162K +717 New
AIM
2543
Arcadia Investment Management
Michigan
$161K – – –
LPWM
2544
Lake Point Wealth Management
Texas
$161K +$161K +709 New
AAMA
2545
Advanced Asset Management Advisors
Ohio
$152K +$152K +672 New
FWC
2546
First Washington Corp
Washington
$147K -$67.4K -298 -31%
EI
2547
Ellevest Inc
New York
$147K -$25.6K -113 -15%
LD
2548
Lipe & Dalton
New York
$147K -$18.1K -80 -11%
MIM
2549
Macroview Investment Management
Maryland
$147K – – –
SGAM
2550
Smith Group Asset Management
Texas
$145K +$9.05K +40 +7%
100 101
102
103 104