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 %
SGK
1926
Steigerwald Gordon & Koch
Virginia
$699K – – –
GSC
1927
G&S Capital
Colorado
$698K -$35.7K -200 -5%
CAM
1928
Crestone Asset Management
Colorado
$692K -$7.85K -44 -1%
BT
1929
Brandywine Trust
Delaware
$692K – – –
SWM
1930
SeaCrest Wealth Management
New York
$692K +$17.8K +100 +3%
WAOI
1931
Wealth Advisors of Iowa
Iowa
$692K +$691K +3,873 +129,100%
BWP
1932
BSW Wealth Partners
Colorado
$690K -$58.4K -327 -8%
B
1933
Bridgeworth
Alabama
$690K +$8.04K +45 +1%
CCC
1934
Chelsea Counsel Company
California
$688K +$177K +991 +35%
BWM
1935
Bernicke Wealth Management
Wisconsin
$687K -$278K -1,558 -29%
RWA
1936
River Wealth Advisors
Pennsylvania
$687K -$22.3K -125 -3%
LCM
1937
Logan Capital Management
Pennsylvania
$687K -$4.82K -27 -0.7%
HFA
1938
Hoover Financial Advisors
Pennsylvania
$686K -$12.5K -70 -2%
BWA
1939
BDO Wealth Advisors
Florida
$685K -$17.5K -98 -2%
PRWA
1940
Platte River Wealth Advisors
Colorado
$683K +$683K +3,738 New
DCM
1941
Davis Capital Management
Florida
$674K -$15.9K -89 -2%
SWA
1942
Sutton Wealth Advisors
Florida
$672K +$1.96K +11 +0.3%
BIA
1943
Biondo Investment Advisors
Pennsylvania
$669K – – –
JGIA
1944
Jackson Grant Investment Advisers
Connecticut
$669K – – –
DWM
1945
Dakota Wealth Management
Florida
$666K -$264K -1,479 -28%
Aristotle Capital Management
1946
Aristotle Capital Management
California
$666K +$32.3K +181 +5%
SIM
1947
SSI Investment Management
California
$665K -$9.8K -55 -1%
PP
1948
Patten & Patten
Tennessee
$664K -$25.4K -142 -4%
RA
1949
RFG Advisory
Alabama
$664K +$6.25K +35 +1%
SFS
1950
Strategic Financial Services
New York
$664K +$22.5K +126 +4%
76 77
78
79 80