BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,606 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,052 increasing their positions, 1,115 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.57%
Holding in Top 10
418
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.83%
% of All Funds
8.59%
New
137
Increased
1,052
Reduced
1,115
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.29B
2
HHII
H&H International Investment
California
+$1.21B
3
BlackRock
BlackRock
New York
+$409M
4
Franklin Resources
Franklin Resources
California
+$343M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$229M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.75B
2
PSCM
Pershing Square Capital Management
New York
-$997M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$893M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$813M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
2526
Independence Bank of Kentucky
Kentucky
$110K -$33.1K -185 -23%
FA
2527
Fortis Advisors
Pennsylvania
$109K – – –
CBT
2528
Central Bank & Trust
Kentucky
$107K -$33.4K -187 -24%
AA
2529
AlphaMark Advisors
Kentucky
$107K +$53.5K +300 +100%
SGAM
2530
Smith Group Asset Management
Texas
$105K -$535 -3 -0.5%
OSNBOA
2531
Old Second National Bank of Aurora
Illinois
$103K -$29.7K -167 -22%
CA
2532
Centerpoint Advisors
Massachusetts
$103K – – –
TFA
2533
Toth Financial Advisory
Virginia
$102K +$102K +572 New
RWG
2534
Regal Wealth Group
California
$101K -$35.6K -200 -26%
LFG
2535
LifePlan Financial Group
Ohio
$100K -$4.8K -27 -5%
GC
2536
Grace Capital
Massachusetts
$89K -$62.1K -349 -41%
HWM
2537
HighMark Wealth Management
Minnesota
$89K -$5.38K -30 -6%
PR
2538
Payden & Rygel
California
$89K – – –
TI
2539
Truehand Inc
New Hampshire
$89K – – –
CIR
2540
Clear Investment Research
Georgia
$81K -$8.01K -45 -9%
APW
2541
Acima Private Wealth
Virginia
$81K – – –
JPLA
2542
Joseph P. Lucia & Associates
New York
$81K – – –
SFG
2543
Sowa Financial Group
Rhode Island
$80K – – –
CWM
2544
Cranbrook Wealth Management
Michigan
$77K – – –
EI
2545
Ellevest Inc
New York
$74K -$22K -123 -23%
DI
2546
Disciplined Investments
Oklahoma
$74K – – –
HS
2547
Horan Securities
United States
$72K +$9.85K +55 +16%
LTI
2548
Laffer Tengler Investments
Tennessee
$71.8K -$9.82K -55 -12%
QCMC
2549
Quantum Capital Management (California)
California
$71K – – –
NPP
2550
New Potomac Partners
Maryland
$71K – – –
100 101
102
103 104