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 %
HSWM
2026
Hubbell Strickland Wealth Management
Louisiana
$591K – – –
ACP
2027
Arcus Capital Partners
Georgia
$588K -$141K -789 -19%
GAM
2028
Gould Asset Management
California
$586K -$8.93K -50 -2%
AAMA
2029
Advanced Asset Management Advisors
Ohio
$586K +$466K +2,608 +388%
CA
2030
Commerzbank Aktiengesellschaft
Germany
$585K -$16M -89,792 -96%
SM
2031
Sciencast Management
New Jersey
$584K +$584K +3,110 New
SFG
2032
Summit Financial Group
West Virginia
$583K – – –
BAAM
2033
Baker Avenue Asset Management
California
$582K -$49.5K -277 -8%
9WM
2034
9258 Wealth Management
Ohio
$582K -$9.29K -52 -2%
IWA
2035
Inspirion Wealth Advisors
Illinois
$581K +$53.5K +300 +10%
SWMG
2036
Strategic Wealth Management Group
Maryland
$581K +$110K +615 +23%
GSAM
2037
Grant Street Asset Management
Pennsylvania
$577K +$577K +3,234 New
MA
2038
Modus Advisors
Minnesota
$576K +$576K +3,227 New
GDP
2039
Great Diamond Partners
Maine
$574K -$55.8K -313 -9%
ITIM
2040
Indiana Trust & Investment Management
Indiana
$574K -$38.4K -215 -6%
LCM
2041
Liberty Capital Management
Michigan
$574K – – –
PGA
2042
Portland Global Advisors
Maine
$573K – – –
JIP
2043
JBJ Investment Partners
South Carolina
$572K -$22.3K -125 -4%
AMG
2044
Advisors Management Group
Wisconsin
$572K -$17.9K -100 -3%
JIP
2045
Jaffetilchin Investment Partners
Florida
$572K +$138K +773 +32%
AF
2046
Apexium Financial
Texas
$570K – – –
GGHC
2047
Gilder Gagnon Howe & Co
New York
$569K +$80.4K +451 +16%
GLA
2048
Good Life Advisors
Pennsylvania
$568K +$42.6K +238 +8%
WB
2049
Webster Bank
Connecticut
$567K -$1.25K -7 -0.2%
GWM
2050
Gray Wealth Management
Maine
$567K +$530 +3 +0.1%
80 81
82
83 84