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 %
RWP
1001
RWA Wealth Partners
Massachusetts
$4.2M -$372K -2,085 -8%
ONB
1002
Old National Bancorp
Indiana
$4.19M -$292K -1,638 -7%
CWM
1003
Chronos Wealth Management
Florida
$4.18M -$130K -726 -3%
GI
1004
Gradient Investments
Minnesota
$4.15M +$656K +3,676 +19%
HSA
1005
HBK Sorce Advisory
Pennsylvania
$4.13M -$23K -129 -0.6%
WP
1006
Wedgewood Partners
Missouri
$4.11M -$1.45M -8,150 -26%
KJHP
1007
K.J. Harrison & Partners
Ontario, Canada
$4.1M -$681K -3,815 -14%
OPS
1008
Orion Portfolio Solutions
Nebraska
$4.09M +$219K +1,224 +6%
ATI
1009
Act Two Investors
California
$4.09M -$1.46M -8,156 -26%
WA
1010
Wealth Architects
California
$4.09M +$171K +957 +4%
HIMC
1011
Heritage Investors Management Corp
Maryland
$4.08M +$335K +1,875 +9%
GT
1012
Glenview Trust
Kentucky
$4.07M -$469K -2,629 -10%
VPI
1013
Value Partners Investments
Manitoba, Canada
$4.07M -$714K -4,000 -15%
OFG
1014
Oxford Financial Group
Indiana
$4.07M -$750K -4,202 -16%
CL
1015
Choreo LLC
Illinois
$4.04M -$171K -958 -4%
CCM
1016
Canal Capital Management
Virginia
$4.04M +$39.6K +222 +1%
VWA
1017
V Wealth Advisors
Kansas
$4.03M -$165K -924 -4%
SIM
1018
Stratos Investment Management
Ohio
$4.01M +$698K +3,912 +21%
CA
1019
Cambridge Advisors
Nebraska
$4.01M +$3.21K +18 +0.1%
HFS
1020
Hantz Financial Services
Michigan
$3.99M +$385K +2,158 +11%
SNBOSCI
1021
Security National Bank of Sioux City Iowa
Iowa
$3.95M -$10.7K -60 -0.3%
FA
1022
Fagan Associates
New York
$3.94M +$186K +1,040 +5%
MIP
1023
Marietta Investment Partners
Wisconsin
$3.93M – – –
MHS
1024
M Holdings Securities
Oregon
$3.93M -$1.66M -9,295 -30%
AAMU
1025
AEGON Asset Management (UK)
United Kingdom
$3.92M – – –
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