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 %
THWM
1501
Taylor Hoffman Wealth Management
Virginia
$1.75M – – –
EWM
1502
EPG Wealth Management
Georgia
$1.75M +$1.75M +7,702 New
SMI
1503
Shelter Mutual Insurance
Missouri
$1.74M +$872K +4,014 +100%
FI
1504
Fosun International
China
$1.74M -$1.65M -7,300 -49%
LBC
1505
Lowe Brockenbrough & Co
Virginia
$1.74M -$17K -75 -1%
BBNA
1506
Bremer Bank National Association
Minnesota
$1.73M -$54.1K -239 -3%
IC
1507
Inverness Counsel
New York
$1.73M -$14.5K -64 -0.8%
VCAM
1508
Van Cleef Asset Management
Ohio
$1.73M – – –
PP
1509
PDS Planning
Ohio
$1.73M -$82.9K -366 -5%
WIA
1510
Wealthstreet Investment Advisors
Texas
$1.7M +$45.3K +200 +3%
CA
1511
Cortland Associates
Missouri
$1.7M -$33.5K -148 -2%
BRWM
1512
B. Riley Wealth Management
Tennessee
$1.7M -$76.5K -338 -4%
CWAG
1513
Compton Wealth Advisory Group
Virginia
$1.7M – – –
MJP
1514
Michael J. Puzo
$1.7M -$147K -650 -8%
SFSIG
1515
San Francisco Sentry Investment Group
California
$1.7M -$313K -1,382 -16%
AMC
1516
Asset Management Corp
Illinois
$1.7M +$1.7M +7,490 New
AA
1517
Aufman Associates
Pennsylvania
$1.69M +$1.69M +7,471 New
TCA
1518
Transcend Capital Advisors
New Jersey
$1.69M +$1.69M +7,467 New
DTIM
1519
Danda Trouve Investment Management
Kansas
$1.68M +$1.68M +7,434 New
WAG
1520
Winthrop Advisory Group
Massachusetts
$1.68M +$60.7K +268 +4%
FAG
1521
Financial Advisory Group
Texas
$1.68M – – –
CBB
1522
Citizens Business Bank
California
$1.67M +$113K +500 +7%
EFSCE
1523
Enterprise Financial Services Corp (EFSC)
Missouri
$1.66M -$504K -2,225 -23%
KA
1524
Klingman & Associates
New York
$1.66M +$22.6K +100 +1%
1W
1525
1776 Wealth
Georgia
$1.66M +$1.66M +7,338 New
59 60
61
62 63