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 %
WIA
1401
Wealthstreet Investment Advisors
Texas
$1.87M -$14.3K -80 -0.8%
LFA
1402
Landmark Financial Advisors
Kentucky
$1.87M -$11.3K -62 -0.6%
HAG
1403
HighPoint Advisor Group
Illinois
$1.87M – – –
ATPW
1404
Ashton Thomas Private Wealth
Arizona
$1.86M +$267K +1,496 +17%
FNC
1405
First National Corp
Massachusetts
$1.86M +$32.5K +182 +2%
CPIA
1406
Cornell Pochily Investment Advisors
New York
$1.86M +$90.1K +505 +5%
KTC
1407
Kistler-Tiffany Companies
Pennsylvania
$1.86M +$240K +1,346 +15%
JFA
1408
JNBA Financial Advisors
Minnesota
$1.86M +$30.2K +169 +2%
RBFC
1409
Roman Butler Fullerton & Co
Missouri
$1.86M -$611K -3,424 -25%
RFA
1410
Reilly Financial Advisors
California
$1.85M -$8.27M -46,306 -82%
HDIM
1411
Hanson & Doremus Investment Management
Vermont
$1.85M +$8.21K +46 +0.4%
BCM
1412
Brookstone Capital Management
Illinois
$1.85M -$95.8K -537 -5%
CBFP
1413
Cedar Brook Financial Partners
Ohio
$1.85M -$92.3K -517 -5%
LWM
1414
Laidlaw Wealth Management
New York
$1.85M +$219K +1,228 +13%
VCA
1415
Verdence Capital Advisors
Maryland
$1.84M -$137K -769 -7%
SFA
1416
Semmax Financial Advisors
North Carolina
$1.84M +$286K +1,605 +18%
DBRC
1417
D.B. Root & Company
Pennsylvania
$1.83M -$22.7K -127 -1%
EWM
1418
Evermay Wealth Management
Virginia
$1.83M +$102K +570 +6%
PS
1419
Portfolio Strategies
New York
$1.83M – – –
PFS
1420
Prospera Financial Services
Texas
$1.83M +$163K +913 +10%
TIA
1421
Tiemann Investment Advisors
California
$1.83M -$60.9K -341 -3%
IAM
1422
Iridian Asset Management
Connecticut
$1.82M +$98K +549 +6%
FI
1423
FormulaFolio Investments
Michigan
$1.82M +$187K +1,050 +12%
LA
1424
Lynch & Associates
Indiana
$1.81M +$93.7K +525 +5%
BCM
1425
BTR Capital Management
California
$1.81M -$89.3K -500 -5%
55 56
57
58 59