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 %
BST
1726
Bath Savings Trust
Maine
$1.04M -$10.2K -57 -1%
CSWG
1727
Cardinal Strategic Wealth Guidance
Kentucky
$1.04M -$135K -755 -11%
FPFS
1728
First Personal Financial Services
North Carolina
$1.04M – – –
GCA
1729
Gradient Capital Advisors
California
$1.03M +$2.86K +16 +0.3%
PWPS
1730
Pinnacle Wealth Planning Services
Ohio
$1.03M -$202K -1,129 -16%
1WA
1731
180 Wealth Advisors
Washington
$1.03M +$30K +157 +3%
JAFL
1732
Jay A. Fishman Ltd
Michigan
$1.03M – – –
LWM
1733
Lyell Wealth Management
California
$1.02M -$94.6K -530 -8%
SCM
1734
Sterneck Capital Management
Missouri
$1.02M +$187K +1,049 +22%
VDI
1735
Vaughan David Investments
Illinois
$1.02M -$8.93K -50 -0.9%
SA
1736
SL Advisors
New Jersey
$1.02M +$248K +1,390 +32%
HAIM
1737
Hunter Associates Investment Management
Pennsylvania
$1.02M +$17.9K +100 +2%
AAM
1738
Advisors Asset Management
Colorado
$1.02M -$35K -196 -3%
WA
1739
Waverly Advisors
Alabama
$1.02M +$209K +986 +26%
MFG
1740
MidWestOne Financial Group
Iowa
$1.02M -$278K -1,558 -22%
GC
1741
GFG Capital
Florida
$1.01M +$62.7K +351 +7%
ECM
1742
Estabrook Capital Management
New York
$1.01M -$88.5K -496 -8%
MSA
1743
Marino Stram & Associates
Massachusetts
$1.01M +$272K +1,526 +37%
P
1744
&Partners
Tennessee
$1.01M -$66.3K -401 -6%
HCMNY
1745
Howard Capital Management (New York)
New York
$1M -$62.5K -350 -6%
NGA
1746
Naples Global Advisors
Florida
$1M -$9.81K -55 -1%
IAS
1747
IMA Advisory Services
Colorado
$1M +$60.5K +339 +6%
BCM
1748
Bourgeon Capital Management
Connecticut
$998K +$951K +5,325 +2,017%
BAM
1749
Baldrige Asset Management
Pennsylvania
$995K +$14.3K +80 +1%
FCA
1750
FLC Capital Advisors
California
$993K -$85.7K -469 -8%
68 69
70
71 72