BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,648 hedge funds and large institutions have $214B invested in Berkshire Hathaway Class B in 2019 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 943 increasing their positions, 976 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,648
Holders Change
+235
Holders Change %
+9.74%
% of All Funds
52.29%
Holding in Top 10
495
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.76%
% of All Funds
9.77%
New
354
Increased
943
Reduced
976
Closed
79
Calls
$3.71B
Puts
$2.67B
Net Calls
+$1.05B
Net Calls Change
+$754M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.11B
2
Goldman Sachs
Goldman Sachs
New York
+$427M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
4
GQG Partners
GQG Partners
Florida
+$230M
5
Barclays
Barclays
United Kingdom
+$219M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.13B
2
HighTower Advisors
HighTower Advisors
Illinois
-$281M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1076
LVW Advisors
New York
$4.14M +$120K +532 +3%
LIM
1077
Leavell Investment Management
Alabama
$4.14M -$23.8K -105 -0.6%
CC
1078
ClearArc Capital
Ohio
$4.13M -$1.93M -8,524 -32%
BFC
1079
Bedel Financial Consulting
Indiana
$4.12M -$104K -460 -2%
FPB
1080
First PREMIER Bank
South Dakota
$4.1M -$1.36K -6 -0%
CIC
1081
Crawford Investment Counsel
Georgia
$4.07M +$218K +962 +6%
KFA
1082
Kays Financial Advisory
Georgia
$4.05M -$116K -510 -3%
DIA
1083
Dana Investment Advisors
Wisconsin
$4.04M +$640K +2,824 +19%
PTC
1084
Private Trust Company
Ohio
$4.03M +$417K +1,842 +12%
SNBOSD
1085
Security National Bank of So Dak
Iowa
$4.02M +$2.04K +9 +0.1%
VCM
1086
Virtue Capital Management
Tennessee
$4.02M +$3.51M +15,479 +680%
IA
1087
IFG Advisory
Georgia
$3.99M -$70.9K -313 -2%
RA
1088
Riverstone Advisors
Texas
$3.99M +$147K +650 +4%
GWS
1089
Glassman Wealth Services
Virginia
$3.98M -$226 -1 -0%
PMFA
1090
Plante Moran Financial Advisors
Michigan
$3.98M -$181K -798 -4%
PFA
1091
Paradigm Financial Advisors
Missouri
$3.98M -$200K -885 -5%
BPWA
1092
Beacon Pointe Wealth Advisors
California
$3.97M +$1.73M +7,624 +77%
QCG
1093
Quadrant Capital Group
Ohio
$3.96M +$954K +4,249 +32%
TWA
1094
TCI Wealth Advisors
Arizona
$3.96M -$45.5K -201 -1%
AC
1095
Abbrea Capital
California
$3.93M +$125K +554 +3%
NP
1096
NorthRock Partners
Minnesota
$3.92M +$634K +2,799 +19%
GAM
1097
Griffin Asset Management
New York
$3.91M -$9.06K -40 -0.2%
MYLI
1098
Meiji Yasuda Life Insurance
Japan
$3.91M -$150K -663 -4%
BPM
1099
Bowling Portfolio Management
Ohio
$3.9M +$148K +654 +4%
GWM
1100
Graybill Wealth Management
Illinois
$3.9M +$71.6K +316 +2%
42 43
44
45 46