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Berkshire Hathaway Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
1401
Robertson Stephens Wealth Management
California
$2.16M +$453K +2,126 +27%
WP
1402
WealthShield Partners
North Carolina
$2.16M +$643K +3,021 +42%
AWM
1403
Aberdeen Wealth Management
Illinois
$2.16M -$356K -1,672 -14%
CBFP
1404
Cedar Brook Financial Partners
Ohio
$2.14M -$61.5K -289 -3%
LFA
1405
Landmark Financial Advisors
Kentucky
$2.14M -$31.9K -150 -1%
VAS
1406
Vestmark Advisory Solutions
Massachusetts
$2.14M +$124K +583 +6%
LWS
1407
Lucia Wealth Services
California
$2.14M +$315K +1,480 +17%
MCM
1408
Matarin Capital Management
New York
$2.13M -$22.8K -107 -1%
BBP
1409
Banco BTG Pactual
Brazil
$2.13M +$1.06M +4,977 +99%
ATPW
1410
Ashton Thomas Private Wealth
Arizona
$2.13M -$97.1K -456 -4%
GSWM
1411
Golden State Wealth Management
California
$2.12M -$244K -1,148 -10%
AFIA
1412
America First Investment Advisors
Nebraska
$2.12M -$149K -700 -7%
TSWM
1413
Triangle Securities Wealth Management
North Carolina
$2.12M -$7.45K -35 -0.4%
V
1414
VeraBank
Texas
$2.11M -$21.3K -100 -1%
BSA
1415
Bull Street Advisors
Georgia
$2.11M
TAM
1416
Trust Asset Management
Texas
$2.11M +$935K +4,391 +80%
AAM
1417
Aureus Asset Management
Massachusetts
$2.1M -$160K -752 -7%
PGWM
1418
Parisi Gray Wealth Management
New Jersey
$2.1M -$17.5K -82 -0.8%
AIIMS
1419
Analyst IMS Investment Management Services
Israel
$2.09M -$198K -930 -9%
LRPA
1420
L. Roy Papp & Associates
Arizona
$2.08M
SFA
1421
Semmax Financial Advisors
North Carolina
$2.06M -$133K -623 -6%
TTWM
1422
TCV Trust & Wealth Management
Virginia
$2.06M +$10.2K +48 +0.5%
RWM
1423
RKL Wealth Management
Pennsylvania
$2.05M -$232K -1,091 -10%
IAIM
1424
International Assets Investment Management
Florida
$2.05M -$234K -1,099 -10%
CA
1425
Corrado Advisors
New Jersey
$2.05M -$4.92K -13 -0.2%