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 %
VFPI
1851
Vantage Financial Partners (Illinois)
Illinois
$803K +$129K +725 +19%
AFS
1852
Axiom Financial Strategies
Indiana
$802K +$3.39K +19 +0.4%
TC
1853
TradeLink Capital
Illinois
$800K +$800K +4,480 New
TP
1854
Truvvo Partners
New York
$799K +$14.1K +79 +2%
VCM
1855
Virtue Capital Management
Tennessee
$799K +$799K +4,478 New
LOAMU
1856
Lombard Odier Asset Management (USA)
New York
$798K +$798K +4,468 New
AWM
1857
Atticus Wealth Management
Florida
$797K -$900K -5,039 -53%
AWS
1858
AJ Wealth Strategies
New York
$795K +$53.6K +300 +7%
LC
1859
LCNB Corp
Ohio
$794K – – –
BHA
1860
Beech Hill Advisors
New York
$794K +$44.6K +250 +6%
EWM
1861
Elmwood Wealth Management
California
$792K -$288K -1,612 -27%
Kayne Anderson Rudnick Investment Management
1862
Kayne Anderson Rudnick Investment Management
California
$792K – – –
HR
1863
Hardy Reed
Mississippi
$791K +$5.71K +32 +0.7%
LWA
1864
Lineweaver Wealth Advisors
Ohio
$789K +$72.1K +404 +10%
ZCA
1865
Zeke Capital Advisors
Pennsylvania
$787K +$117K +657 +18%
KFP
1866
KMG Fiduciary Partners
Ohio
$785K -$21.6K -121 -3%
LRIA
1867
Leonard Rickey Investment Advisors
Washington
$781K +$157K +882 +25%
PCMK
1868
Paragon Capital Management (Kansas)
Kansas
$779K -$2.32K -13 -0.3%
KMWM
1869
Keudell/Morrison Wealth Management
Oregon
$778K – – –
EA
1870
Elm Advisors
California
$774K -$98.2K -550 -11%
CCP
1871
Cardan Capital Partners
Colorado
$773K -$143K -799 -16%
OCM
1872
Osterweis Capital Management
California
$770K -$22.6M -126,657 -97%
CCM
1873
Cribstone Capital Management
Maine
$769K +$1.79K +10 +0.2%
CT
1874
Clearstead Trust
Maine
$765K – – –
ARG
1875
Advisory Resource Group
Oklahoma
$763K +$20.9K +117 +3%
73 74
75
76 77