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 %
AIC
2051
Archer Investment Corporation
Indiana
$566K +$2.14K +12 +0.4%
PWAG
2052
Polaris Wealth Advisory Group
California
$562K -$35.6K -200 -6%
SLT
2053
St Louis Trust
Missouri
$562K – – –
KM
2054
Kalos Management
Georgia
$562K +$240K +1,220 +75%
BIA
2055
Bigelow Investment Advisors
Maine
$559K -$52.4K -294 -9%
TWM
2056
Triton Wealth Management
Arizona
$557K -$76.1K -391 -12%
RWA
2057
Redhawk Wealth Advisors
Minnesota
$557K +$22.2K +124 +4%
RR
2058
Robotti Robert
$557K +$356K +1,997 +177%
SIC
2059
Sigma Investment Counselors
Michigan
$555K -$20.4K -114 -4%
EB
2060
Eastern Bank
Massachusetts
$554K -$8.92K -50 -2%
IA
2061
IFG Advisors
Missouri
$554K -$2.32K -13 -0.4%
AWM
2062
Aries Wealth Management
Maine
$554K +$64.1K +359 +13%
FC
2063
Financial Consulate
Maryland
$553K -$1.61K -9 -0.3%
HCM
2064
Hengehold Capital Management
Ohio
$552K -$8.93K -50 -2%
TCM
2065
Tradewinds Capital Management
Washington
$552K +$1.43K +8 +0.3%
ONST
2066
Old North State Trust
North Carolina
$548K – – –
DMC
2067
Drexel Morgan & Co
Pennsylvania
$547K – – –
BWAM
2068
Boyd Watterson Asset Management
Ohio
$547K +$48.2K +270 +10%
KTA
2069
Keeley-Teton Advisors
Illinois
$546K -$357 -2 -0.1%
HFA
2070
High Falls Advisors
New York
$544K -$40.7K -228 -7%
BCM
2071
Boltwood Capital Management
California
$544K -$40.2K -225 -7%
BCA
2072
Biltmore Capital Advisors
New Jersey
$543K +$156K +874 +40%
ACM
2073
AlphaCrest Capital Management
New York
$542K -$1.3M -7,254 -71%
FBT
2074
First Bankers Trust
Kentucky
$542K – – –
PWMG
2075
Prestige Wealth Management Group
New Jersey
$541K -$177K -992 -25%
81 82
83
84 85