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 %
SFM
2526
Signet Financial Management
New Jersey
$210K +$210K +1,020 New
BAM
2527
Boyar Asset Management
New York
$209K +$209K +980 New
DACG
2528
Donor Advised Charitable Giving
California
$209K +$209K +981 New
CWM
2529
Concentrum Wealth Management
California
$208K -$40.1K -188 -16%
RPG
2530
Resource Planning Group
Georgia
$208K +$208K +976 New
CL
2531
CIM LLC
New York
$208K +$208K +1,005 New
SDWMA
2532
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$206K +966 New
GCMG
2533
Gyroscope Capital Management Group
Florida
$205K +$205K +961 New
EE
2534
EWG Elevate
California
$205K +$205K +962 New
HFS
2535
Howard Financial Services
Texas
$205K +$205K +963 New
RCA
2536
Ranch Capital Advisors
Florida
$204K -$22.7K -96 -10%
PRC
2537
Pearl River Capital
Michigan
$204K +$204K +957 New
BEC
2538
Blue Edge Capital
Virginia
$203K -$73.5K -345 -27%
BC
2539
Brookfield Corp
Ontario, Canada
$202K – – –
PIM
2540
Provident Investment Management
Michigan
$202K +$202K +950 New
ACM
2541
Alethea Capital Management
Washington
$202K +$202K +950 New
BA
2542
BCM Advisors
Louisiana
$201K +$201K +1,000 New
AIA
2543
Armor Investment Advisors
North Carolina
$199K -$42.6K -200 -18%
SFPG
2544
Stonebridge Financial Planning Group
Florida
$199K – – –
EARNEST Partners
2545
EARNEST Partners
Georgia
$192K -$6.39K -30 -3%
PCA
2546
Providence Capital Advisors
North Carolina
$192K +$21.2K +100 +12%
SC
2547
Steph & Co
Wisconsin
$189K – – –
SJIM
2548
St. Johns Investment Management
Florida
$187K -$1.28K -6 -0.7%
BEI
2549
Benjamin Edwards Inc
Missouri
$182K – – –
GCM
2550
Gables Capital Management
Florida
$174K +$25.6K +120 +17%
100 101
102
103 104