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 %
BBNA
1626
Bremer Bank National Association
Minnesota
$1.26M -$75.4K -422 -6%
SW
1627
SlateStone Wealth
Florida
$1.26M -$2.68K -15 -0.2%
ST
1628
Sabal Trust
Florida
$1.26M -$93.8K -525 -7%
BRWM
1629
B. Riley Wealth Management
Tennessee
$1.26M -$3.75M -20,984 -75%
GWM
1630
Greenwich Wealth Management
Connecticut
$1.26M +$104K +582 +9%
SAM
1631
SignalPoint Asset Management
Missouri
$1.25M +$14.6K +82 +1%
PCIA
1632
Prime Capital Investment Advisors
Kansas
$1.25M +$624K +3,495 +99%
OCPWS
1633
One Charles Private Wealth Services
Massachusetts
$1.25M +$1.25M +6,484 New
LW
1634
Linscomb Wealth
Texas
$1.25M -$36.1K -202 -3%
SIA
1635
Soltis Investment Advisors
Utah
$1.25M -$1.25K -7 -0.1%
HAI
1636
Hennessy Advisors Inc
California
$1.25M -$446K -2,500 -26%
SFSIG
1637
San Francisco Sentry Investment Group
California
$1.25M -$81.2K -455 -6%
THWM
1638
Taylor Hoffman Wealth Management
Virginia
$1.25M +$115K +644 +10%
SMC
1639
Smith, Moore & Co
Missouri
$1.25M -$536 -3 -0%
FC
1640
Ferris Capital
Massachusetts
$1.25M +$17.3K +97 +1%
RWM
1641
Ritholtz Wealth Management
New York
$1.25M +$122K +683 +11%
OAM
1642
Occidental Asset Management
California
$1.25M +$26.4K +148 +2%
ACM
1643
Ashford Capital Management
Delaware
$1.24M -$271K -1,518 -18%
LCAM
1644
London & Capital Asset Management
United Kingdom
$1.24M +$869K +4,870 +234%
KAH
1645
Kathryn A. Hall
$1.24M -$473K -2,650 -28%
GFS
1646
GYL Financial Synergies
Connecticut
$1.24M +$96K +538 +8%
AMG
1647
Asset Management Group
Connecticut
$1.24M – – –
AWA
1648
Arkadios Wealth Advisors
Georgia
$1.23M +$30.7K +162 +3%
AO
1649
Allen Operations
New York
$1.23M – – –
RMC
1650
Resources Management Corp
Connecticut
$1.23M -$7.14K -40 -0.6%
64 65
66
67 68