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 %
CFO
1401
CVA Family Office
Colorado
$2.13M +$2.13M +9,383 New
MWM
1402
Merriman Wealth Management
Washington
$2.12M -$133K -587 -6%
SFG
1403
SNS Financial Group
Minnesota
$2.11M +$153K +677 +8%
DJSG
1404
D.J. St. Germain
Massachusetts
$2.11M +$545K +2,408 +35%
GP
1405
Girard Partners
Pennsylvania
$2.11M -$860K -2,947 -29%
HTHT
1406
Hemenway Trust Hemenway Trust
New Hampshire
$2.11M -$817K -3,606 -28%
KAH
1407
Kathryn A. Hall
$2.1M -$192K -846 -8%
SAM
1408
Security Asset Management
New York
$2.09M – – –
KWA
1409
KCS Wealth Advisory
California
$2.09M +$75.9K +335 +4%
AIL
1410
AGF Investments LLC
Ontario, Canada
$2.09M +$616K +2,721 +42%
KTC
1411
Kistler-Tiffany Companies
Pennsylvania
$2.06M -$7.48K -33 -0.4%
LFA
1412
Legacy Financial Advisors
Kentucky
$2.06M -$4.3K -19 -0.2%
BMCM
1413
Bryn Mawr Capital Management
Pennsylvania
$2.05M +$518K +2,286 +34%
LA
1414
Lynch & Associates
Indiana
$2.05M +$259K +1,145 +15%
RM
1415
Resource Management
Louisiana
$2.04M +$3.17K +14 +0.2%
EP
1416
Eudaimonia Partners
Tennessee
$2.03M +$2.03M +8,975 New
AWA
1417
Acorn Wealth Advisors
Michigan
$2.03M -$24.4K -108 -1%
CFW
1418
CA Family Wealth
California
$2.03M +$2.03M +8,952 New
WG
1419
Welch Group
Alabama
$2.03M +$28.5K +126 +1%
BW
1420
Bison Wealth
Georgia
$2.02M -$115K -506 -5%
TL
1421
TrueWealth LLC
Georgia
$2.02M -$53.9K -238 -3%
PFS
1422
Physicians Financial Services
North Carolina
$2.02M -$45.3K -200 -2%
CFS
1423
CRA Financial Services
New Jersey
$2.02M -$45.3K -200 -2%
EH
1424
Employers Holdings
Nevada
$2.01M – – –
PFSC
1425
Peoples Financial Services Corp
Pennsylvania
$2.01M +$86.1K +380 +4%
55 56
57
58 59