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 %
MHIC
1326
Marble Harbor Investment Counsel
Massachusetts
$2.14M -$179K -1,000 -8%
IIC
1327
Ironwood Investment Counsel
Arizona
$2.14M +$242K +1,358 +13%
PG
1328
Patten Group
Tennessee
$2.14M +$40.2K +225 +2%
CWS
1329
Cypress Wealth Services
California
$2.14M +$117K +656 +6%
FLPIM
1330
F.L. Putnam Investment Management
Massachusetts
$2.13M -$141K -789 -6%
WPA
1331
Winning Points Advisors
Florida
$2.13M -$12.7K -71 -0.6%
NIA
1332
Northstar Investment Advisors
Colorado
$2.11M -$530K -2,970 -20%
HPCM
1333
High Pointe Capital Management
Illinois
$2.11M -$80.3K -450 -4%
CAG
1334
Curtis Advisory Group
California
$2.11M -$4.36M -24,425 -67%
AWM
1335
Aberdeen Wealth Management
Illinois
$2.11M +$2.11M +11,796 New
MF
1336
Manchester Financial
California
$2.1M +$37K +207 +2%
BIAS
1337
Beacon Investment Advisory Services
New Jersey
$2.1M +$68.7K +385 +3%
GAM
1338
Grandview Asset Management
Pennsylvania
$2.1M +$1.46M +8,161 +226%
PL
1339
Plancorp LLC
Missouri
$2.1M -$6.25K -35 -0.3%
KWM
1340
Kingsview Wealth Management
Oregon
$2.1M +$659K +3,691 +46%
CF
1341
Centaurus Financial
California
$2.09M +$348K +1,952 +20%
BI
1342
Bramshill Investments
Florida
$2.09M +$901K +5,044 +76%
CT
1343
Coastline Trust
Rhode Island
$2.08M +$11.6K +65 +0.6%
WANY
1344
Wealthspire Advisors (New York)
New York
$2.08M -$7.01M -39,290 -77%
FWSM
1345
First Wilshire Securities Management
California
$2.07M +$250K +1,400 +14%
CCM
1346
Condor Capital Management
New Jersey
$2.07M +$112K +628 +6%
DFA
1347
Delta Financial Advisors
Louisiana
$2.06M +$116K +649 +6%
AA
1348
Apriem Advisors
California
$2.06M -$2.68K -15 -0.1%
DA
1349
DCF Advisers
Connecticut
$2.05M -$625K -3,500 -23%
BCWM
1350
Blue Chip Wealth Management
Florida
$2.05M -$202K -1,129 -9%
52 53
54
55 56