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 %
WG
1251
Welch Group
Alabama
$2.47M +$723K +4,052 +42%
CBTWT
1252
Community Bank & Trust (Waco, Texas)
Texas
$2.46M +$52.3K +293 +2%
PFM
1253
Parsec Financial Management
North Carolina
$2.45M -$108K -603 -4%
PAMG
1254
Patton Albertson Miller Group
Tennessee
$2.45M -$9.82K -55 -0.4%
IFG
1255
Investors Financial Group
Minnesota
$2.44M +$137K +766 +6%
CC
1256
Claybrook Capital
Massachusetts
$2.44M +$1M +5,620 +70%
HC
1257
Hourglass Capital
Texas
$2.44M -$121K -680 -5%
PWP
1258
Personal Wealth Partners
Minnesota
$2.44M +$210K +1,177 +9%
ECM
1259
EagleClaw Capital Management
Massachusetts
$2.43M -$102K -569 -4%
CAM
1260
Cozad Asset Management
Illinois
$2.43M +$234K +1,312 +11%
IWM
1261
IHT Wealth Management
Illinois
$2.43M -$1.12M -6,294 -32%
FA
1262
FDx Advisors
Illinois
$2.41M -$179K -1,005 -7%
AMIM
1263
Aull & Monroe Investment Management
Alabama
$2.41M +$31.8K +178 +1%
GBBWRPM
1264
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.41M -$161K -900 -6%
PAM
1265
Pegasus Asset Management
New York
$2.41M -$4.64K -26 -0.2%
BFM
1266
Boothbay Fund Management
New York
$2.41M +$2.06M +11,553 +595%
TF
1267
Tompkins Financial
New York
$2.41M +$106K +593 +5%
DIA
1268
Dean Investment Associates
Ohio
$2.4M -$61K -342 -2%
IWA
1269
Intercontinental Wealth Advisors
Texas
$2.4M -$1.01M -5,658 -30%
KPCM
1270
Kings Point Capital Management
New York
$2.4M -$132K -738 -5%
YWP
1271
YorkBridge Wealth Partners
New York
$2.39M +$16.6K +93 +0.7%
PFO
1272
Pathstone Family Office
New Jersey
$2.39M -$195K -1,095 -8%
CNFG
1273
Creegan & Nassoura Financial Group
New Hampshire
$2.38M -$26.8K -150 -1%
AOWM
1274
Alpha Omega Wealth Management
Virginia
$2.37M -$17.8K -100 -0.7%
OC
1275
Oarsman Capital
Wisconsin
$2.36M +$700K +3,922 +42%
49 50
51
52 53