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 %
ACM
1976
Advisors Capital Management
New Jersey
$753K +$174K +768 +30%
PIP
1977
Peachtree Investment Partners
Florida
$752K +$78.1K +345 +12%
RWMH
1978
Riverpoint Wealth Management Holdings
Illinois
$751K +$340K +1,500 +83%
3F
1979
360 Financial
Minnesota
$750K +$750K +3,301 New
SFS
1980
Strategic Financial Services
New York
$749K -$251K -1,107 -25%
GKWIM
1981
Gerber Kawasaki Wealth & Investment Management
California
$749K +$2.94K +13 +0.4%
IWA
1982
Inspirion Wealth Advisors
Illinois
$749K +$21.3K +94 +3%
KBG
1983
Kahn Brothers Group
New York
$747K – – –
SIC
1984
Sigma Investment Counselors
Michigan
$747K +$51.7K +228 +7%
MWP
1985
Meridian Wealth Partners
Pennsylvania
$747K +$747K +3,295 New
BIA
1986
Bigelow Investment Advisors
Maine
$745K +$23.8K +105 +3%
SC
1987
Schoolcraft Capital
Colorado
$744K – – –
VAG
1988
VisionPoint Advisory Group
Texas
$742K -$672K -2,968 -48%
BMM
1989
Buffington Mohr McNeal
Idaho
$742K – – –
WAAG
1990
Wealth Alliance Advisory Group
Kansas
$741K -$6.57K -29 -0.9%
SAM
1991
S.A. Mason
Michigan
$741K +$741K +3,274 New
SFG
1992
Summit Financial Group
West Virginia
$739K -$39.6K -175 -5%
KTA
1993
Keeley-Teton Advisors
Illinois
$738K – – –
PT
1994
Plimoth Trust
Massachusetts
$730K +$41.9K +185 +6%
LCM
1995
Liberty Capital Management
Michigan
$728K – – –
WB
1996
Webster Bank
Connecticut
$726K – – –
RA
1997
RFG Advisory
Alabama
$725K -$85.8K -379 -11%
AMG
1998
Advisors Management Group
Wisconsin
$725K – – –
GGHC
1999
Gilder Gagnon Howe & Co
New York
$724K +$137K +604 +23%
UWM
2000
USAdvisors Wealth Management
Minnesota
$718K -$129K -571 -15%
78 79
80
81 82