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 %
WAAG
1976
Wealth Alliance Advisory Group
Kansas
$631K +$44.1K +247 +8%
CRWM
1977
Castle Rock Wealth Management
California
$631K +$184K +921 +41%
SG
1978
Strid Group
Pennsylvania
$630K – – –
BMM
1979
Buffington Mohr McNeal
Idaho
$630K +$44.6K +250 +8%
SVCP
1980
Silicon Valley Capital Partners
California
$629K -$514K -2,879 -45%
PC
1981
Permit Capital
Pennsylvania
$629K +$35.7K +200 +6%
ACM
1982
Alta Capital Management
Utah
$628K -$138K -774 -18%
FNBOSM
1983
First National Bank of South Miami
Florida
$626K -$30.2K -169 -5%
DA
1984
Detalus Advisors
Missouri
$626K +$626K +3,507 New
TA
1985
TCG Advisors
Texas
$626K +$626K +3,507 New
GCP
1986
Gill Capital Partners
Colorado
$624K -$255K -1,427 -29%
RHBC
1987
R.H. Bluestein & Co
Michigan
$622K -$1.79M -10,000 -74%
LPIC
1988
LeJeune Puetz Investment Counsel
Michigan
$622K – – –
SA
1989
Sunesis Advisors
Kansas
$622K – – –
SMI
1990
Shelter Mutual Insurance
Missouri
$620K -$96.4K -540 -13%
VC
1991
Veracity Capital
Georgia
$620K -$48.6K -272 -7%
VAG
1992
VisionPoint Advisory Group
Texas
$619K -$19.4K -100 -3%
LF
1993
LifeSteps Financial
California
$619K +$43.6K +244 +8%
PA
1994
PFG Advisors
Arizona
$619K +$60.9K +333 +11%
SIAS
1995
Shine Investment Advisory Services
Colorado
$619K +$619K +3,469 New
SCA
1996
Stonebridge Capital Advisors
Minnesota
$615K +$4.46K +25 +0.7%
JMFC
1997
J.M. Forbes & Co
Massachusetts
$614K +$23.9K +134 +4%
TCM
1998
Towercrest Capital Management
Pennsylvania
$612K +$282K +1,578 +85%
AWMG
1999
Alliance Wealth Management Group
New Jersey
$611K +$282K +1,578 +85%
MF
2000
Magnetar Financial
Illinois
$610K +$610K +3,416 New
78 79
80
81 82