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Berkshire Hathaway Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
GDP
2001
Great Diamond Partners
Maine
$718K +$718K +3,171 New
CSM
2002
CAMG Solamere Management
North Carolina
$717K
AF
2003
Affiance Financial
Minnesota
$716K -$11.3K -50 -2%
ONST
2004
Old North State Trust
North Carolina
$716K -$9.06K -40 -1%
NCM
2005
Noesis Capital Mangement
Florida
$715K +$715K +3,156 New
SLT
2006
St Louis Trust
Missouri
$713K
CC
2007
Claybrook Capital
Massachusetts
$708K
LF
2008
LifeSteps Financial
California
$707K +$707K +3,121 New
CGA
2009
Crescent Grove Advisors
Illinois
$706K -$56K -247 -7%
PWA
2010
Physician Wealth Advisors
Utah
$705K -$10.7K -47 -2%
TCM
2011
Tradewinds Capital Management
Washington
$703K +$11.8K +52 +2%
SAM
2012
Seelaus Asset Management
New Jersey
$699K +$75.2K +332 +12%
HSWM
2013
Hubbell Strickland Wealth Management
Louisiana
$696K -$906 -4 -0.1%
TAM
2014
Trillium Asset Management
Massachusetts
$695K -$4.3K -19 -0.6%
OSAM
2015
O'Shaughnessy Asset Management
Connecticut
$695K +$694K +3,062 +51,033%
DMC
2016
Drexel Morgan & Co
Pennsylvania
$694K
BONST
2017
Bank of Nova Scotia Trust
Ontario, Canada
$693K -$226 -1 -0%
OIWM
2018
OptiFour Integrated Wealth Management
Virginia
$692K -$30.6K -135 -4%
MPIA
2019
Mountain Pacific Investment Advisers
Idaho
$692K +$11.3K +50 +2%
RHAM
2020
Round Hill Asset Management
California
$691K -$5.66K -25 -0.8%
FBT
2021
First Bankers Trust
Kentucky
$688K -$249K -1,100 -27%
ABTD
2022
Arvest Bank Trust Division
Oklahoma
$686K +$16.3K +72 +2%
LB
2023
Legacy Bridge
Iowa
$686K +$102K +452 +18%
GLA
2024
Good Life Advisors
Pennsylvania
$685K -$37.2K -164 -5%
PGA
2025
Portland Global Advisors
Maine
$685K