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 %
DAM
1801
Doheny Asset Management
California
$887K +$76.7K +430 +9%
BFO
1802
Biltmore Family Office
North Carolina
$885K -$59.5K -333 -6%
BWM
1803
BCS Wealth Management
Tennessee
$885K -$48K -269 -5%
VR
1804
Viridian RIA
Washington
$885K +$27.5K +154 +3%
WCM
1805
Weld Capital Management
New York
$885K +$885K +4,960 New
OPCM
1806
Osborne Partners Capital Management
California
$884K -$44.6K -250 -5%
NWP
1807
Northstar Wealth Partners
Connecticut
$882K -$73.7K -413 -8%
ECM
1808
ExodusPoint Capital Management
New York
$879K +$469K +2,628 +114%
SG
1809
StoneX Group
New York
$878K -$27.9K -156 -3%
PWSG
1810
Pacific Wealth Strategies Group
California
$876K – – –
HBT
1811
Hills Bank & Trust
Iowa
$874K +$509K +2,853 +140%
JLBC
1812
J.L. Bainbridge & Co
Florida
$863K -$46.4K -260 -5%
HL
1813
HeadInvest LLC
Maine
$861K +$10K +56 +1%
ICM
1814
IMS Capital Management
Oregon
$861K +$49.4K +277 +6%
SIM
1815
Sonora Investment Management
Arizona
$860K -$44.5K -249 -5%
MWM
1816
Mattern Wealth Management
Kansas
$855K -$155K -869 -15%
NOCM
1817
Night Owl Capital Management
Connecticut
$855K – – –
BMC
1818
Benin Management Corp
Connecticut
$851K +$80.4K +450 +10%
CWM
1819
Confluence Wealth Management
Oregon
$850K -$210K -1,174 -20%
IFO
1820
Independent Family Office
New York
$850K -$11.6K -65 -1%
SIM
1821
Sadoff Investment Management
Wisconsin
$849K +$11.6K +65 +1%
COF
1822
Capital One Financial
Virginia
$848K -$163K -913 -16%
TCOT
1823
Trust Company of Toledo
Ohio
$848K -$12K -67 -1%
RCA
1824
Rex Capital Advisors
Rhode Island
$848K – – –
KOMWMG
1825
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$848K +$14.3K +80 +2%
71 72
73
74 75