BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,655 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 876 increasing their positions, 1,228 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,655
Holders Change
+49
Holders Change %
+1.88%
% of All Funds
53.71%
Holding in Top 10
439
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.02%
% of All Funds
8.88%
New
164
Increased
876
Reduced
1,228
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.53B
2
GQG Partners
GQG Partners
Florida
+$644M
3
Artisan Partners
Artisan Partners
Wisconsin
+$371M
4
Bank of America
Bank of America
North Carolina
+$241M
5
QP
Quilter Plc
United Kingdom
+$232M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$842M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$523M
3
Principal Financial Group
Principal Financial Group
Iowa
-$434M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$289M
5
Norges Bank
Norges Bank
Norway
-$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
1251
Means Investment Company
Maine
$2.81M -$150K -720 -5%
BCM
1252
Breiter Capital Management
Florida
$2.81M +$79.9K +375 +3%
IFG
1253
Investors Financial Group
Minnesota
$2.8M -$112K -527 -4%
DIA
1254
Dean Investment Associates
Ohio
$2.8M -$67.9K -319 -2%
PFM
1255
Parsec Financial Management
North Carolina
$2.79M -$130K -610 -4%
EWA
1256
Evolution Wealth Advisors
Florida
$2.79M +$364K +1,708 +15%
PFO
1257
Pathstone Family Office
New Jersey
$2.78M -$61.1K -287 -2%
AI
1258
Accredited Investors
Minnesota
$2.78M -$31.1K -146 -1%
SA
1259
SRH Advisors
Kansas
$2.77M +$93.7K +440 +3%
BIAS
1260
Beacon Investment Advisory Services
New Jersey
$2.77M +$264K +1,241 +11%
BCM
1261
Brookstone Capital Management
Illinois
$2.77M +$562K +2,639 +25%
YWP
1262
YorkBridge Wealth Partners
New York
$2.76M -$92.4K -434 -3%
AP
1263
Appleton Partners
Massachusetts
$2.76M -$6.39K -30 -0.2%
PI
1264
PEAK6 Investments
Illinois
$2.76M -$4.94M -23,189 -64%
OC
1265
Oarsman Capital
Wisconsin
$2.76M -$52K -244 -2%
PTP
1266
Platform Technology Partners
New York
$2.75M -$27.5K -129 -1%
AUB
1267
Atlantic Union Bankshares
Virginia
$2.75M -$228K -1,071 -8%
SBSB
1268
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.74M +$326K +1,532 +13%
PTC
1269
Private Trust Company
Ohio
$2.74M -$203K -954 -7%
CWA
1270
Clarity Wealth Advisors
California
$2.74M -$20.7K -97 -0.7%
Dodge & Cox
1271
Dodge & Cox
California
$2.73M – – –
LOAME
1272
Lombard Odier Asset Management (Europe)
United Kingdom
$2.72M – – –
OKSA
1273
O'Keefe Stevens Advisory
New York
$2.71M +$141K +662 +5%
ECM
1274
ETrade Capital Management
Virginia
$2.7M -$79K -371 -3%
CIC
1275
Chilton Investment Company
Connecticut
$2.7M -$785K -3,689 -23%
49 50
51
52 53