BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,417 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 944 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,417
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.58%
Holding in Top 10
462
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.67%
% of All Funds
10.05%
New
95
Increased
988
Reduced
944
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$2.07B
2
PSCM
Pershing Square Capital Management
New York
+$749M
3
Capital International Investors
Capital International Investors
California
+$512M
4
Invesco
Invesco
Georgia
+$459M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$414M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.07B
3
SAM
SP Asset Management
California
-$579M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$325M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
2001
Chelsea Counsel Company
California
$479K – – –
CA
2002
Claro Advisors
Massachusetts
$479K +$42K +197 +10%
RIA
2003
Regal Investment Advisors
Michigan
$478K +$7.46K +35 +2%
SAM
2004
Stansberry Asset Management
Texas
$478K +$200K +938 +72%
RCM
2005
RNC Capital Management
California
$477K +$82.7K +388 +21%
MTC
2006
McDaniel Terry & Co
Texas
$475K – – –
SIS
2007
Sound Income Strategies
Florida
$475K +$3.83K +18 +0.8%
BHB
2008
Bank Hapoalim BM
Israel
$475K +$8.11K +38 +2%
FCFC
2009
First Commonwealth Financial Corp
Pennsylvania
$473K +$243K +1,140 +106%
BCM
2010
BTC Capital Management
Iowa
$471K +$42.7K +200 +10%
CFG
2011
CMC Financial Group
Georgia
$469K – – –
BRA
2012
Biechele Royce Advisors
Indiana
$467K -$42.2K -198 -8%
MIM
2013
Marco Investment Management
Georgia
$465K +$42.6K +200 +10%
WG
2014
Winton Group
United Kingdom
$463K -$1.1M -5,178 -70%
F
2015
F3Logic
Minnesota
$463K +$41.6K +196 +10%
GG
2016
Greenwood Gearhart
Arkansas
$460K -$9.17K -43 -2%
RB
2017
Rodgers Brothers
Pennsylvania
$460K – – –
9WM
2018
9258 Wealth Management
Ohio
$457K +$70.9K +333 +18%
LCAM
2019
London & Capital Asset Management
United Kingdom
$456K – – –
RCM
2020
Radnor Capital Management
Pennsylvania
$456K – – –
HCM
2021
Hilton Capital Management
New York
$453K -$299K -1,403 -40%
SMG
2022
Smart Money Group
Texas
$452K – – –
AIM
2023
Advantage Investment Management
Iowa
$451K – – –
CWM
2024
Connecticut Wealth Management
Connecticut
$450K +$450K +2,111 New
FA
2025
FC Advisory
Pennsylvania
$448K +$12.5K +58 +3%
79 80
81
82 83