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 %
AP
801
Arlington Partners
Alabama
$6.81M +$913K +5,112 +15%
PAM
802
Private Asset Management
California
$6.79M +$166K +930 +3%
NAMP
803
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.76M – – –
SFS
804
Summit Financial Strategies
Ohio
$6.73M -$18K -101 -0.3%
MCM
805
Manchester Capital Management
Vermont
$6.71M +$1.65M +9,232 +33%
SAM
806
Summit Asset Management
Tennessee
$6.7M +$95K +532 +1%
RCM
807
RB Capital Management
Nevada
$6.69M -$167K -937 -2%
ANTB
808
AMG National Trust Bank
Colorado
$6.67M +$3.79M +21,270 +131%
GF
809
Gabelli Funds
New York
$6.61M +$357K +2,000 +6%
KJWM
810
Kiley Juergens Wealth Management
Washington
$6.59M +$573K +3,208 +10%
WWM
811
Western Wealth Management
Colorado
$6.59M -$5.78M -32,398 -47%
M
812
MOTCO
Texas
$6.58M +$286K +1,604 +5%
SGCA
813
Steel Grove Capital Advisors
Tennessee
$6.56M +$1.87M +10,449 +40%
GC
814
Gratus Capital
Georgia
$6.56M -$140K -786 -2%
CA
815
Clearstead Advisors
Ohio
$6.54M +$1.56M +8,750 +31%
SWM
816
Stockman Wealth Management
Montana
$6.53M +$633K +3,545 +11%
GAI
817
General American Investors
New York
$6.52M – – –
MC
818
Muhlenkamp & Co
Pennsylvania
$6.5M +$6.5M +36,404 New
MWM
819
Mission Wealth Management
California
$6.49M +$829K +4,645 +15%
Lido Advisors
820
Lido Advisors
California
$6.48M +$1.03M +5,754 +19%
PP
821
Palladium Partners
Virginia
$6.48M +$61.8K +346 +1%
FFWA
822
FRG Family Wealth Advisors
Washington
$6.48M -$11.6K -65 -0.2%
SS
823
Sunbelt Securities
Texas
$6.47M -$12M -67,361 -65%
BRWA
824
B. Riley Wealth Advisors
Florida
$6.46M -$43K -241 -0.7%
PI
825
PEAK6 Investments
Illinois
$6.45M +$6.45M +36,156 New
31 32
33
34 35