BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,417 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 944 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,417
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.58%
Holding in Top 10
462
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.67%
% of All Funds
10.05%
New
95
Increased
988
Reduced
944
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$2.07B
2
PSCM
Pershing Square Capital Management
New York
+$749M
3
Capital International Investors
Capital International Investors
California
+$512M
4
Invesco
Invesco
Georgia
+$459M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$414M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.07B
3
SAM
SP Asset Management
California
-$579M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$325M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
876
Raab & Moskowitz Asset Management
New Jersey
$5.64M -$34.1K -160 -0.6%
CAM
877
Close Asset Management
United Kingdom
$5.63M +$1.14M +5,379 +25%
APP
878
Avantax Planning Partners
Iowa
$5.62M -$54.4K -253 -1%
CC
879
ClearArc Capital
Ohio
$5.61M -$769K -3,605 -12%
BHWM
880
Bar Harbor Wealth Management
New Hampshire
$5.61M -$168K -786 -3%
MFWM
881
Motley Fool Wealth Management
Virginia
$5.57M +$369K +1,730 +7%
DAS
882
Dynamic Advisor Solutions
Arizona
$5.56M +$1.56M +7,319 +39%
WKWM
883
Walter & Keenan Wealth Management
Indiana
$5.54M – – –
WCM
884
WealthBridge Capital Management
Ohio
$5.54M -$322K -1,576 -5%
HT
885
Heritage Trust
Oklahoma
$5.52M +$3.62K +17 +0.1%
FA
886
FDx Advisors
Illinois
$5.52M -$505K -2,367 -8%
RWP
887
RWA Wealth Partners
Massachusetts
$5.52M -$136K -639 -2%
TCM
888
Telos Capital Management
California
$5.51M +$318K +1,491 +6%
HR
889
Howe & Rusling
New York
$5.5M +$18.5K +87 +0.3%
BA
890
Boston Advisors
Massachusetts
$5.46M -$628K -2,945 -10%
First Trust Advisors
891
First Trust Advisors
Illinois
$5.46M -$23.3M -109,240 -81%
BPA
892
Beacon Pointe Advisors
California
$5.44M -$4.55M -21,362 -46%
HCM
893
Highlander Capital Management
New Jersey
$5.44M +$77.8K +365 +1%
ATIA
894
American Trust Investment Advisors
New Hampshire
$5.43M -$2.13K -10 -0%
HAC
895
Harbor Advisory Corp
New Hampshire
$5.43M +$30.9K +145 +0.6%
CM
896
Churchill Management
California
$5.41M -$161K -757 -3%
CL
897
CPWM LLC
Washington
$5.4M -$340K -1,594 -6%
RA
898
RiverPark Advisors
New York
$5.37M -$4.8M -22,510 -47%
AAM
899
Auxier Asset Management
Oregon
$5.37M +$32K +150 +0.6%
CLOS
900
Compagnie Lombard Odier SCmA
Switzerland
$5.36M -$672K -3,151 -11%
34 35
36
37 38