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 %
SCG
1776
Sonata Capital Group
Washington
$939K +$152K +850 +19%
EWM
1777
EPG Wealth Management
Georgia
$938K -$279K -1,565 -23%
SIC
1778
SFE Investment Counsel
California
$937K +$14.3K +80 +2%
PAS
1779
Partnervest Advisory Services
California
$936K -$22.5K -126 -2%
AB
1780
Atlas Brown
Kentucky
$934K +$3.57K +20 +0.4%
AA
1781
Alesco Advisors
New York
$932K – – –
TW
1782
TrinityPoint Wealth
Connecticut
$929K +$49.4K +277 +6%
WCG
1783
Weaver Consulting Group
California
$928K +$107K +600 +13%
CIP
1784
Convergence Investment Partners
Florida
$925K +$22.9K +128 +3%
MGWM
1785
Marks Group Wealth Management
Minnesota
$924K +$32.8K +179 +4%
PFA
1786
Pure Financial Advisors
California
$921K +$222K +1,243 +32%
GEA
1787
Glen Eagle Advisors
New Jersey
$920K +$636K +3,565 +224%
GC
1788
Gilbert & Cook
Iowa
$915K -$7.68K -43 -0.8%
LJAC
1789
L.J. Altfest & Co
New York
$908K -$173K -967 -16%
FC
1790
Farley Capital
New York
$907K – – –
FCFC
1791
First Citizens Financial Corp
Iowa
$906K +$65.3K +366 +8%
MCM
1792
Maple Capital Management
Vermont
$898K -$48.2K -270 -5%
NL
1793
NVWM LLC
Pennsylvania
$898K -$5.36K -30 -0.6%
VCM
1794
Versant Capital Management
Arizona
$898K +$66.7K +374 +8%
BBP
1795
Banco BTG Pactual
Brazil
$897K +$897K +5,023 New
VIA
1796
Vident Investment Advisory
Georgia
$895K +$324K +1,812 +57%
AIP
1797
Ahrens Investment Partners
Louisiana
$894K -$210K -1,174 -19%
FNFDCM
1798
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$894K – – –
RIS
1799
Retirement Income Solutions
Michigan
$887K – – –
AIA
1800
Arbor Investment Advisors
North Carolina
$887K +$3.75K +21 +0.4%
70 71
72
73 74