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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 %
HAG
2026
HighPoint Advisor Group
Illinois
$685K
PIA
2027
Pinion Investment Advisors
Kansas
$683K
TCM
2028
Towercrest Capital Management
Pennsylvania
$683K +$683K +3,015 New
PCTC
2029
Perkins Coie Trust Company
Washington
$680K -$286K -1,260 -30%
BSG
2030
Black Swift Group
Colorado
$680K
BAM
2031
Blueshift Asset Management
New Jersey
$680K +$680K +2,974 New
BWM
2032
Brickley Wealth Management
California
$679K
KIC
2033
Keating Investment Counselors
Florida
$676K
AIC
2034
Archer Investment Corporation
Indiana
$674K +$232K +1,023 +52%
MMG
2035
Monetary Management Group
Missouri
$670K
AssetMark Inc
2036
AssetMark Inc
California
$670K +$99.5K +439 +17%
CCM
2037
Colorado Capital Management
Colorado
$661K -$22.6K -100 -3%
BHBT
2038
Burke & Herbert Bank & Trust
Virginia
$659K +$22.4K +99 +4%
RPSA
2039
Richard P. Slaughter Associates
Texas
$658K +$658K +2,906 New
LBC
2040
Lawrence B. Cohen
$657K
SSA
2041
South Street Advisors
New York
$655K
FCM
2042
Fairbanks Capital Management
California
$654K -$25.1K -111 -4%
JMFC
2043
J.M. Forbes & Co
Massachusetts
$652K -$2.27K -10 -0.3%
WB
2044
West Bancorporation
Iowa
$652K +$652K +2,879 New
FIM
2045
Fernwood Investment Management
Massachusetts
$651K -$80.7K -356 -11%
CPA
2046
Capital Planning Advisors
California
$651K +$22.9K +101 +4%
PIM
2047
Progressive Investment Management
Oregon
$651K +$95.3K +421 +17%
JF
2048
JSF Financial
California
$650K -$49.8K -220 -7%
IC
2049
Investment Counsel
Michigan
$650K
GAM
2050
Grandview Asset Management
Pennsylvania
$650K +$170K +745 +35%