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 %
ACM
2001
Argent Capital Management
Missouri
$609K – – –
AF
2002
Affiance Financial
Minnesota
$609K +$31.3K +175 +5%
ACA
2003
Ackerman Capital Advisors
Texas
$608K -$309K -1,730 -34%
BWA
2004
Beam Wealth Advisors
Louisiana
$608K -$46.6K -255 -7%
PG
2005
Proffitt & Goodson
Tennessee
$607K -$35.5K -199 -6%
HIIFS
2006
Harel Insurance Investments & Financial Services
Israel
$607K +$2.68K +15 +0.4%
OHS
2007
Odey Holdings (Switzerland)
Switzerland
$607K +$241K +1,350 +66%
CMI
2008
Clare Market Investments
Texas
$607K -$25K -140 -4%
AC
2009
Aristides Capital
Kentucky
$606K – – –
PPW
2010
Parcion Private Wealth
Washington
$604K +$24.3K +133 +4%
BI
2011
Ballast Inc
Kentucky
$603K -$35.7K -200 -6%
DBG
2012
De Burlo Group
Massachusetts
$603K – – –
PHIMC
2013
Private Harbour Investment Management & Counsel
Ohio
$602K – – –
ANB
2014
Amarillo National Bank
Texas
$601K – – –
CSS
2015
Cubist Systematic Strategies
Connecticut
$600K -$13.6M -76,015 -96%
CWM
2016
Centric Wealth Management
Illinois
$598K +$350K +1,960 +141%
AFA
2017
Atlanta Financial Associates
Georgia
$596K +$6.97K +39 +1%
MCPPUI
2018
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$595K +$316K +1,772 +113%
MWP
2019
Meridian Wealth Partners
Pennsylvania
$595K -$2.14K -12 -0.4%
CST
2020
Charles Schwab Trust
Nevada
$595K – – –
IAA
2021
Ironsides Asset Advisors
North Carolina
$594K – – –
DIM
2022
DC Investments Management
Virginia
$594K +$215K +1,202 +57%
PA
2023
Parkside Advisors
California
$594K +$391K +2,188 +192%
KBG
2024
Kahn Brothers Group
New York
$594K – – –
RP
2025
Riverbridge Partners
Minnesota
$593K +$317K +1,775 +115%
79 80
81
82 83