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 %
MCA
1726
Magnolia Capital Advisors
Mississippi
$1.19M +$1.19M +5,256 New
CFA
1727
Capstone Financial Advisors
Illinois
$1.19M +$5.21K +23 +0.4%
JAFL
1728
Jay A. Fishman Ltd
Michigan
$1.19M -$2.27K -10 -0.2%
IFWM
1729
Institute for Wealth Management
Colorado
$1.19M +$40.6K +179 +4%
PO
1730
Private Ocean
California
$1.19M +$322K +1,423 +37%
SIA
1731
Soltis Investment Advisors
Utah
$1.19M +$1.19M +5,245 New
OPCM
1732
Osborne Partners Capital Management
California
$1.19M +$116K +512 +11%
HZ
1733
Hixon Zuercher
Ohio
$1.19M +$1.19M +5,242 New
BWM
1734
Bernicke Wealth Management
Wisconsin
$1.19M +$44K +194 +4%
JA
1735
JOYN Advisors
Georgia
$1.19M +$120K +531 +11%
AFC
1736
AFT Forsyth & Company
Florida
$1.18M +$23.8K +105 +2%
NB
1737
Nicolet Bankshares
Wisconsin
$1.18M – – –
MFW
1738
Meristem Family Wealth
Minnesota
$1.18M +$5.66K +25 +0.5%
VR
1739
Viridian RIA
Washington
$1.18M -$34K -150 -3%
MLFP
1740
MPS Loria Financial Planners
Illinois
$1.18M – – –
EWM
1741
Elmwood Wealth Management
California
$1.17M -$42.6K -188 -4%
AB
1742
Atlas Brown
Kentucky
$1.16M -$274K -1,210 -19%
JLBC
1743
J.L. Bainbridge & Co
Florida
$1.16M -$21.7K -96 -2%
SSA
1744
Schonfeld Strategic Advisors
New York
$1.16M -$1.5M -6,600 -56%
PA
1745
Procyon Advisors
Connecticut
$1.15M +$1.15M +5,090 New
FA
1746
Faithward Advisors
Pennsylvania
$1.14M -$284K -1,255 -20%
AIA
1747
Arbor Investment Advisors
North Carolina
$1.14M +$66.6K +294 +6%
OFW
1748
Omnia Family Wealth
Florida
$1.14M -$65K -287 -5%
EA
1749
Elm Advisors
California
$1.14M +$22.6K +100 +2%
AAP
1750
Arax Advisory Partners
Colorado
$1.14M +$36.5K +161 +3%
68 69
70
71 72