BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,655 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 876 increasing their positions, 1,228 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,655
Holders Change
+49
Holders Change %
+1.88%
% of All Funds
53.71%
Holding in Top 10
439
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.02%
% of All Funds
8.88%
New
164
Increased
876
Reduced
1,228
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.53B
2
GQG Partners
GQG Partners
Florida
+$644M
3
Artisan Partners
Artisan Partners
Wisconsin
+$371M
4
Bank of America
Bank of America
North Carolina
+$241M
5
QP
Quilter Plc
United Kingdom
+$232M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$842M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$523M
3
Principal Financial Group
Principal Financial Group
Iowa
-$434M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$289M
5
Norges Bank
Norges Bank
Norway
-$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1801
Mattern Wealth Management
Kansas
$1.02M – – –
TI
1802
tru Independence
Oregon
$1.02M -$1.55M -7,263 -60%
BMC
1803
Benin Management Corp
Connecticut
$1.02M – – –
SIM
1804
Sadoff Investment Management
Wisconsin
$1.01M – – –
KOMWMG
1805
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M +$1.07K +5 +0.1%
LRIA
1806
Leonard Rickey Investment Advisors
Washington
$1.01M +$81.6K +383 +9%
MMG
1807
Monetary Management Group
Missouri
$1.01M +$399K +1,875 +65%
RCA
1808
Rex Capital Advisors
Rhode Island
$1.01M – – –
IFO
1809
Independent Family Office
New York
$1.01M -$4.9K -23 -0.5%
AIM
1810
ARGA Investment Management
Connecticut
$1.01M +$398K +1,870 +65%
TCOT
1811
Trust Company of Toledo
Ohio
$1.01M -$4.26K -20 -0.4%
RGIA
1812
Rainier Group Investment Advisory
Washington
$1.01M +$143K +670 +16%
LWM
1813
Liberty Wealth Management
California
$1.01M +$29.4K +138 +3%
HR
1814
Hardy Reed
Mississippi
$1.01M +$61.9K +291 +7%
HAIM
1815
Hunter Associates Investment Management
Pennsylvania
$1M -$213K -1,000 -18%
OCM
1816
Orleans Capital Management
Louisiana
$1M – – –
WA
1817
Wambolt & Associates
Colorado
$1M -$7.24K -34 -0.7%
GIP
1818
Greatmark Investment Partners
Georgia
$1M – – –
WAS
1819
Wealth Advisory Solutions
Indiana
$999K +$507K +2,382 +103%
FPGK
1820
Financial Partners Group (Kansas)
Kansas
$994K +$235K +1,103 +31%
COF
1821
Capital One Financial
Virginia
$992K -$20.2K -95 -2%
COLIM
1822
City of London Investment Management
United Kingdom
$990K – – –
PNAA
1823
Pictet North America Advisors
Switzerland
$990K – – –
AIP
1824
Ahrens Investment Partners
Louisiana
$989K -$77.3K -363 -7%
PWSG
1825
Pacific Wealth Strategies Group
California
$989K -$56.4K -265 -5%
71 72
73
74 75