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 %
FCM
1601
Firestone Capital Management
Florida
$1.51M +$1.51M +6,650 New
BI
1602
Bramshill Investments
Florida
$1.5M -$15.2K -67 -1%
VDI
1603
Vaughan David Investments
Illinois
$1.5M +$61.6K +272 +4%
BF
1604
Blankinship & Foster
California
$1.49M -$9.06K -40 -0.6%
BCI
1605
Brinker Capital Investments
Pennsylvania
$1.49M -$28.5K -126 -2%
CBA
1606
Coastal Bridge Advisors
Connecticut
$1.48M -$17.2K -76 -1%
PFA
1607
Professional Financial Advisors
Nebraska
$1.48M +$1.48M +6,543 New
MWA
1608
MFA Wealth Advisors
Pennsylvania
$1.48M -$16.4K -73 -1%
SMC
1609
Smith, Moore & Co
Missouri
$1.48M +$89.9K +397 +6%
C
1610
Certuity
Florida
$1.47M +$1.47M +6,488 New
TCM
1611
Tufton Capital Management
Maryland
$1.47M – – –
MWM
1612
Mattern Wealth Management
Kansas
$1.46M +$1.46M +6,455 New
VWA
1613
Visionary Wealth Advisors
Illinois
$1.46M +$1.46M +6,456 New
BFG
1614
Bouchey Financial Group
New York
$1.46M -$55.3K -244 -4%
EIA
1615
Eldridge Investment Advisors
New Hampshire
$1.45M – – –
AWA
1616
Artemis Wealth Advisors
New York
$1.45M – – –
CS
1617
Comerica Securities
Michigan
$1.44M -$210K -928 -13%
EWM
1618
Empirical Wealth Management
Washington
$1.44M -$85.4K -377 -6%
AC
1619
Avestar Capital
New York
$1.44M +$67.5K +298 +5%
NFG
1620
Nadler Financial Group
Illinois
$1.44M +$89.5K +395 +7%
LJAC
1621
L.J. Altfest & Co
New York
$1.44M -$48.5K -214 -3%
CAL
1622
Capital Advisors Ltd
Ohio
$1.43M – – –
JIP
1623
Jaffetilchin Investment Partners
Florida
$1.43M +$52.1K +230 +4%
FTI
1624
Fiduciary Trust International
Massachusetts
$1.43M -$112K -494 -7%
DPIM
1625
Duff & Phelps Investment Management
Illinois
$1.43M – – –
63 64
65
66 67