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 %
AI
751
Atria Investments
North Carolina
$7.72M +$801K +4,488 +12%
ST
752
Sageworth Trust
Pennsylvania
$7.72M +$1.34M +7,501 +21%
SWM
753
SVA Wealth Management
Wisconsin
$7.7M -$67.7K -379 -0.9%
TCM
754
Twin Capital Management
Pennsylvania
$7.64M -$236K -1,320 -3%
SPC
755
Sigma Planning Corp
Michigan
$7.64M -$337K -1,890 -4%
IA
756
IFP Advisors
Florida
$7.63M +$2.09M +11,758 +38%
AF
757
Allworth Financial
California
$7.62M +$5.03M +28,169 +194%
PFM
758
Patton Fund Management
Texas
$7.61M +$993K +5,563 +15%
ECM
759
Evergreen Capital Management
Washington
$7.59M -$356K -1,997 -4%
MFWM
760
Motley Fool Wealth Management
Virginia
$7.58M +$75.2K +421 +1%
LNWWM
761
Laird Norton Wetherby Wealth Management
California
$7.53M -$102K -572 -1%
AF
762
Ally Financial
Michigan
$7.5M +$7.5M +42,000 New
TWM
763
TLW Wealth Management
Florida
$7.49M +$24.8K +139 +0.3%
B
764
Barings
North Carolina
$7.48M – – –
MWM
765
Minot Wealth Management
Massachusetts
$7.44M +$570K +3,194 +8%
BHWM
766
Bar Harbor Wealth Management
New Hampshire
$7.42M -$87.1K -488 -1%
FFN
767
Focus Financial Network
Minnesota
$7.42M -$1.12M -6,248 -13%
AF
768
Alerus Financial
North Dakota
$7.4M -$2.03M -11,398 -22%
ATC
769
Argent Trust Co
Tennessee
$7.38M +$661K +3,705 +10%
NU
770
Northwestern University
Illinois
$7.36M – – –
PAM
771
Peak Asset Management
Colorado
$7.35M +$205K +1,150 +3%
WSTAM
772
Wilbanks Smith & Thomas Asset Management
Virginia
$7.35M +$403K +2,255 +6%
BS
773
Boenning & Scattergood
Pennsylvania
$7.35M +$325K +1,821 +5%
MCP
774
Mirador Capital Partners
California
$7.31M +$109K +613 +2%
TFCP
775
Twin Focus Capital Partners
Massachusetts
$7.26M -$2.68K -15 -0%
29 30
31
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