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 %
CL
1526
CSS LLC
Illinois
$1.66M – – –
CSWG
1527
Cardinal Strategic Wealth Guidance
Kentucky
$1.66M +$1.66M +7,332 New
WP
1528
WealthSource Partners
California
$1.66M -$59.1K -261 -3%
GC
1529
Garde Capital
Washington
$1.66M -$4.53K -20 -0.3%
FFSOTS
1530
Fiduciary Financial Services of The Southwest
Texas
$1.65M -$20.6K -91 -1%
KWM
1531
Kingsview Wealth Management
Oregon
$1.65M -$432K -1,906 -21%
IMOV
1532
Investment Management of Virginia
Virginia
$1.65M -$58.7K -259 -3%
VCM
1533
Vivaldi Capital Management
Illinois
$1.65M -$229K -1,013 -12%
CB
1534
Cadence Bank
Mississippi
$1.64M – – –
BAM
1535
Beaumont Asset Management
Texas
$1.64M +$1.64M +7,258 New
ATC
1536
Adirondack Trust Company
New York
$1.64M +$25.8K +115 +2%
BWM
1537
BerganKDV Wealth Management
Minnesota
$1.64M +$127K +559 +8%
DL
1538
DOHJ LLC
Washington
$1.64M +$1.64M +7,239 New
EF
1539
Empirical Finance
Pennsylvania
$1.64M +$611K +2,697 +60%
MFW
1540
Mosaic Family Wealth
Missouri
$1.63M – – –
PTP
1541
Platform Technology Partners
New York
$1.63M +$1.63M +7,180 New
FWP
1542
FAS Wealth Partners
Kansas
$1.63M -$301K -1,330 -16%
SXL
1543
Summit X LLC
Missouri
$1.62M +$4.53K +20 +0.3%
KCM
1544
Kornitzer Capital Management
Kansas
$1.62M -$17K -75 -1%
W
1545
Wealthquest
Ohio
$1.62M +$112K +493 +7%
ADL
1546
Asset Dedication LLC
California
$1.62M +$130K +579 +9%
HBWM
1547
Hollow Brook Wealth Management
New York
$1.62M -$20.2K -89 -1%
GWAG
1548
Garrett Wealth Advisory Group
Texas
$1.61M -$17K -75 -1%
SAG
1549
Spotlight Asset Group
Illinois
$1.61M +$1.61M +8,309 New
S
1550
SimplyRich
California
$1.61M -$5.64K -25 -0.3%
60 61
62
63 64