BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,417 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 944 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,417
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.58%
Holding in Top 10
462
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.67%
% of All Funds
10.05%
New
95
Increased
988
Reduced
944
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$2.07B
2
PSCM
Pershing Square Capital Management
New York
+$749M
3
Capital International Investors
Capital International Investors
California
+$512M
4
Invesco
Invesco
Georgia
+$459M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$414M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.07B
3
SAM
SP Asset Management
California
-$579M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$325M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
1476
Hochman Cole Investment Advisors
Illinois
$1.47M – – –
AO
1477
Allen Operations
New York
$1.47M +$1.47M +6,906 New
WIA
1478
Wealthstreet Investment Advisors
Texas
$1.47M +$179K +840 +14%
BFG
1479
Bouchey Financial Group
New York
$1.47M +$8.53K +40 +0.6%
QCM
1480
Quest Capital Management
Texas
$1.47M +$65K +305 +5%
JAFL
1481
Jay A. Fishman Ltd
Michigan
$1.46M -$229K -1,075 -14%
BWM
1482
BerganKDV Wealth Management
Minnesota
$1.46M +$822K +3,858 +129%
AB
1483
Atlas Brown
Kentucky
$1.46M +$205K +963 +16%
RPC
1484
Rossmore Private Capital
Connecticut
$1.46M -$3.2K -15 -0.2%
CAC
1485
Certified Advisory Corp
Florida
$1.46M -$171K -801 -10%
SC
1486
Searle & Co
Connecticut
$1.46M – – –
DJSG
1487
D.J. St. Germain
Massachusetts
$1.46M +$104K +490 +8%
RT
1488
Rockland Trust
Massachusetts
$1.45M +$94.4K +443 +7%
FFSOTS
1489
Fiduciary Financial Services of The Southwest
Texas
$1.44M +$426 +2 +0%
MWM
1490
Modera Wealth Management
New Jersey
$1.44M +$68.9K +323 +5%
PWM
1491
PRW Wealth Management
Massachusetts
$1.43M – – –
MWA
1492
MFA Wealth Advisors
Pennsylvania
$1.43M -$13.4K -63 -0.9%
FWSM
1493
First Wilshire Securities Management
California
$1.43M +$802K +3,760 +128%
W
1494
Wealthquest
Ohio
$1.41M – – –
HC
1495
Hamilton Capital
Ohio
$1.4M +$748K +3,510 +115%
HH
1496
Hilltop Holdings
Texas
$1.4M +$32.4K +152 +2%
IDA
1497
Intelligence Driven Advisers
California
$1.4M +$48K +225 +4%
LW
1498
Linscomb Wealth
Texas
$1.39M -$65.4K -307 -4%
CBA
1499
Coastal Bridge Advisors
Connecticut
$1.39M – – –
VAG
1500
VisionPoint Advisory Group
Texas
$1.39M +$1.39M +6,509 New
58 59
60
61 62