BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,606 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,052 increasing their positions, 1,115 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.57%
Holding in Top 10
418
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.83%
% of All Funds
8.59%
New
137
Increased
1,052
Reduced
1,115
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.29B
2
HHII
H&H International Investment
California
+$1.21B
3
BlackRock
BlackRock
New York
+$409M
4
Franklin Resources
Franklin Resources
California
+$343M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$229M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.75B
2
PSCM
Pershing Square Capital Management
New York
-$997M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$893M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$813M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
ROTUOC
1551
Regents of the University of California
California
$1.44M – – –
PCMC
1552
Private Capital Management (Colorado)
Colorado
$1.44M +$71.1K +398 +5%
ACS
1553
Archford Capital Strategies
Illinois
$1.44M +$99.1K +555 +7%
WA
1554
WESPAC Advisors
California
$1.43M +$1.43M +8,025 New
FAM
1555
Formidable Asset Management
Ohio
$1.43M -$63.2K -335 -4%
SFG
1556
SNS Financial Group
Minnesota
$1.43M -$4.64K -26 -0.3%
HTHT
1557
Hemenway Trust Hemenway Trust
New Hampshire
$1.43M -$270K -1,515 -16%
FWP
1558
FAS Wealth Partners
Kansas
$1.43M -$106K -592 -7%
RSWM
1559
Robertson Stephens Wealth Management
California
$1.43M +$515K +2,887 +56%
CCM
1560
Community Capital Management
Florida
$1.43M -$1.04M -5,853 -42%
HA
1561
Harfst & Associates
Wyoming
$1.43M +$579K +3,246 +68%
AFM
1562
Anson Funds Management
Texas
$1.43M +$1.43M +8,000 New
RW
1563
REDW Wealth
New Mexico
$1.42M -$5.89K -33 -0.4%
FMB
1564
Field & Main Bank
Kentucky
$1.42M +$1.42M +7,930 New
IFWM
1565
Institute for Wealth Management
Colorado
$1.42M +$414K +2,321 +41%
C
1566
Certuity
Florida
$1.41M +$284K +1,590 +25%
ARMC
1567
American Research & Management Company
Massachusetts
$1.41M +$4.28K +24 +0.3%
TL
1568
TrueWealth LLC
Georgia
$1.41M +$1.41M +7,895 New
RHJA
1569
Rice Hall James & Associates
California
$1.4M – – –
IMOV
1570
Investment Management of Virginia
Virginia
$1.4M +$216K +1,208 +18%
VWA
1571
Visionary Wealth Advisors
Illinois
$1.4M +$95.9K +537 +7%
BFPW
1572
BOK Financial Private Wealth
Colorado
$1.39M -$539K -3,022 -28%
ICM
1573
Islay Capital Management
Texas
$1.39M -$35.7K -200 -3%
CFG
1574
Capstone Financial Group
Oklahoma
$1.38M -$220K -1,216 -14%
LBC
1575
Lowe Brockenbrough & Co
Virginia
$1.38M +$15K +84 +1%
61 62
63
64 65