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 %
WA1
1476
Wimmer Associates 1
California
$1.84M +$6.79K +30 +0.4%
Cetera Investment Advisers
1477
Cetera Investment Advisers
Illinois
$1.84M +$215K +946 +13%
IFAM
1478
Institutional & Family Asset Management
Colorado
$1.83M +$32.6K +144 +2%
IRAG
1479
Investment Research & Advisory Group
Georgia
$1.83M +$1.83M +8,087 New
CAAS
1480
Capital Asset Advisory Services
Michigan
$1.83M +$626K +2,756 +52%
MFG
1481
MidWestOne Financial Group
Iowa
$1.83M +$565K +2,498 +45%
LAIC
1482
Lederer & Associates Investment Counsel
California
$1.83M +$136K +600 +8%
ROTUOC
1483
Regents of the University of California
California
$1.82M +$1.82M +8,043 New
SDH
1484
Sloy Dahl & Holst
Washington
$1.82M +$1.82M +8,043 New
Capital Fund Management (CFM)
1485
Capital Fund Management (CFM)
France
$1.82M -$3.46M -15,292 -66%
LWS
1486
Lucia Wealth Services
California
$1.82M -$7.93K -35 -0.4%
LL
1487
LPWM LLC
Minnesota
$1.81M +$1.81M +7,996 New
DRS
1488
Deane Retirement Strategies
Louisiana
$1.81M +$1.8M +7,928 +15,856%
UBG
1489
United Bank (Georgia)
Georgia
$1.8M -$7.02K -31 -0.4%
NWM
1490
Northwest Wealth Management
Iowa
$1.79M -$241K -1,063 -12%
CI
1491
Capital International
California
$1.78M +$747K +3,297 +72%
HH
1492
Hilltop Holdings
Texas
$1.78M -$867K -3,829 -33%
ACA
1493
Ackerman Capital Advisors
Texas
$1.77M +$566K +2,500 +47%
VC
1494
Vestor Capital
Illinois
$1.77M -$7.98M -35,207 -82%
VNA
1495
Valley National Advisers
Pennsylvania
$1.77M – – –
AT
1496
Arden Trust
Delaware
$1.77M +$21.5K +95 +1%
TA
1497
Tiedemann Advisors
New York
$1.77M -$128K -563 -7%
TI
1498
tru Independence
Oregon
$1.77M +$1.77M +9,665 New
SFA
1499
Semmax Financial Advisors
North Carolina
$1.76M +$142K +628 +9%
CI
1500
CX Institutional
Indiana
$1.76M -$74.3K -328 -4%
58 59
60
61 62