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 %
CB
1701
Community Bank
New York
$1.11M +$58K +325 +6%
AC
1702
Avestar Capital
New York
$1.1M +$14.1K +79 +1%
PA
1703
Procyon Advisors
Connecticut
$1.1M +$25K +140 +2%
SL
1704
Stevard LLC
Illinois
$1.1M -$154K -865 -12%
DI
1705
Dalton Investments
Nevada
$1.1M – – –
OC
1706
Oakworth Capital
Alabama
$1.1M -$17.9K -100 -2%
DCM
1707
Dimension Capital Management
Florida
$1.09M +$93.8K +525 +9%
AWE
1708
Avidian Wealth Enterprises
Texas
$1.09M +$102K +574 +10%
HA
1709
HYA Advisors
Missouri
$1.08M +$2.68K +15 +0.2%
UBG
1710
United Bank (Georgia)
Georgia
$1.08M +$44.6K +250 +4%
HFG
1711
Heron Financial Group
New York
$1.08M – – –
PTC
1712
Provident Trust Company
Wisconsin
$1.07M – – –
VCM
1713
Vision Capital Management
Oregon
$1.07M – – –
MFW
1714
Meristem Family Wealth
Minnesota
$1.07M +$158K +883 +17%
W
1715
Wealthquest
Ohio
$1.07M +$1.07M +5,994 New
BWA
1716
Burt Wealth Advisors
Maryland
$1.07M +$47.5K +266 +5%
HIC
1717
Holderness Investments Company
North Carolina
$1.07M – – –
FTI
1718
Fiduciary Trust International
Massachusetts
$1.06M -$132K -739 -11%
EA
1719
Ellsworth Advisors
Ohio
$1.06M +$1.06M +5,952 New
CCM
1720
Carlson Capital Management
Minnesota
$1.06M +$171K +932 +19%
BAM
1721
Brave Asset Management
New Jersey
$1.05M +$69.6K +390 +7%
RMA
1722
Roffman Miller Associates
Pennsylvania
$1.05M +$1.05M +5,905 New
BG
1723
Berry Group
Massachusetts
$1.05M -$58K -325 -5%
KA
1724
Kovack Advisors
Florida
$1.04M -$203K -1,136 -16%
CAC
1725
Certified Advisory Corp
Florida
$1.04M -$76.8K -430 -7%
67 68
69
70 71