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 %
KAM
1101
Karani Asset Management
New York
$3.89M +$3.89M +17,175 New
WPA
1102
Winning Points Advisors
Florida
$3.88M – – –
TFS
1103
TrustCore Financial Services
Tennessee
$3.88M +$8.38K +37 +0.2%
AW
1104
ACG Wealth
Georgia
$3.88M -$1.27M -5,606 -25%
GIP
1105
Granite Investment Partners
California
$3.88M -$447K -1,973 -10%
WDA
1106
Wendell David Associates
New Hampshire
$3.88M -$385K -1,698 -9%
BFC
1107
Blue Fin Capital
Rhode Island
$3.88M -$10.9K -48 -0.3%
SVWAG
1108
Sound View Wealth Advisors Group
Georgia
$3.88M -$204K -901 -5%
B
1109
Brightworth
Georgia
$3.88M +$520K +2,296 +16%
RWA
1110
Ropes Wealth Advisors
Massachusetts
$3.87M -$802K -3,541 -17%
IHL
1111
Investment House LLC
California
$3.86M -$268K -1,185 -7%
VLC
1112
Van Leeuwen & Company
New Jersey
$3.85M +$309K +1,363 +9%
WA
1113
WBH Advisory
Maryland
$3.84M +$103K +454 +3%
MIC
1114
Means Investment Company
Maine
$3.84M +$226K +980 +6%
GCM
1115
Glynn Capital Management
California
$3.83M – – –
HW
1116
Hancock Whitney
Mississippi
$3.83M -$72.9K -322 -2%
MWA
1117
Moser Wealth Advisors
Washington
$3.82M +$3.82M +16,864 New
III
1118
Independent Investors Inc
New York
$3.78M – – –
RBFC
1119
Roman Butler Fullerton & Co
Missouri
$3.76M -$383K -1,690 -9%
BFEC
1120
Benjamin F. Edwards & Company
Missouri
$3.75M -$453 -2 -0%
GKFF
1121
George Kaiser Family Foundation
Oklahoma
$3.75M – – –
CC
1122
Cognios Capital
Kansas
$3.74M -$43.2K -191 -1%
SC
1123
Savant Capital
Illinois
$3.74M +$46.7K +206 +1%
SBIA
1124
Sheaff Brock Investment Advisors
Indiana
$3.73M -$161K -710 -4%
FPS
1125
Fieldpoint Private Securities
Connecticut
$3.72M +$74.5K +329 +2%
43 44
45
46 47