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 %
CWM
1826
Circle Wealth Management
New Jersey
$981K +$246K +1,087 +34%
SA
1827
SL Advisors
New Jersey
$980K – – –
PFA
1828
Pure Financial Advisors
California
$980K +$9.97K +44 +1%
FC
1829
Ferris Capital
Massachusetts
$979K +$39.9K +176 +4%
RWM
1830
Ritholtz Wealth Management
New York
$976K -$86.5K -382 -8%
SCG
1831
Sonata Capital Group
Washington
$976K – – –
WCG
1832
Weaver Consulting Group
California
$974K -$29.1K -140 -3%
NEGWA
1833
New England Guild Wealth Advisors
Connecticut
$969K – – –
CHC
1834
City Holding Co
West Virginia
$967K +$173K +765 +22%
DC
1835
DeDora Capital
California
$967K +$262K +1,157 +37%
WA
1836
Winfield Associates
Ohio
$966K -$68.2K -301 -7%
NI
1837
NFC Investments
Tennessee
$965K -$95.8K -423 -9%
HR
1838
Hayden Royal
North Carolina
$965K +$358K +1,578 +59%
KP
1839
Keel Point
Alabama
$963K +$5.21K +23 +0.5%
LCM
1840
LVM Capital Management
Michigan
$963K +$84.9K +375 +10%
BWP
1841
BSW Wealth Partners
Colorado
$961K +$961K +4,242 New
MSA
1842
Marino Stram & Associates
Massachusetts
$960K -$13.4K -59 -1%
KFP
1843
KMG Fiduciary Partners
Ohio
$959K -$544K -2,401 -36%
ICM
1844
IMS Capital Management
Oregon
$959K – – –
NIC
1845
Northwest Investment Counselors
Oregon
$957K -$41.7K -184 -4%
SGI
1846
Summit Global Investments
Utah
$956K +$55.1K +243 +6%
CCP
1847
Cardan Capital Partners
Colorado
$953K – – –
WP
1848
WealthShield Partners
North Carolina
$953K +$45.3K +200 +5%
1WA
1849
180 Wealth Advisors
Washington
$948K +$3.88K +17 +0.4%
BHA
1850
Beech Hill Advisors
New York
$946K – – –
72 73
74
75 76