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 %
KLCM
2076
KG&L Capital Management
Louisiana
$541K -$8.2K -46 -1%
MCWS
2077
McKinley Carter Wealth Services
West Virginia
$541K +$76.5K +429 +16%
SW
2078
SkyOak Wealth
Michigan
$538K +$78.5K +440 +17%
CRCM
2079
Corbett Road Capital Management
Virginia
$536K +$200K +1,123 +60%
GPA
2080
Garrison Point Advisors
California
$536K +$536K +3,005 New
GA
2081
Geller Advisors
New York
$535K +$174K +974 +48%
CHJWM
2082
Carlton Hofferkamp & Jenks Wealth Management
Texas
$531K – – –
ACM
2083
Ategra Capital Management
Virginia
$531K -$129K -725 -20%
DSC
2084
Duncker Streett & Co
Missouri
$529K -$286K -1,601 -35%
MIH
2085
Meitav Investment House
Israel
$529K +$529K +2,962 New
KCM
2086
Kathmere Capital Management
Pennsylvania
$529K +$529K +2,966 New
ABTD
2087
Arvest Bank Trust Division
Oklahoma
$528K -$12.5K -70 -2%
HFA
2088
HC Financial Advisors
California
$526K -$36.6K -205 -7%
MAM
2089
Marquette Asset Management
Minnesota
$526K +$526K +2,946 New
CCMG
2090
Clark Capital Management Group
Pennsylvania
$524K -$493K -2,760 -48%
MW
2091
Marcum Wealth
Ohio
$524K -$121K -676 -19%
AFAS
2092
Acorn Financial Advisory Services
Virginia
$524K +$126K +702 +31%
LFA
2093
Legend Financial Advisors
Pennsylvania
$523K -$76.4K -428 -13%
NSB
2094
Norway Savings Bank
Maine
$522K +$67.9K +380 +15%
W
2095
WealthOne
New York
$520K +$63.7K +357 +14%
CP
2096
Camelot Portfolios
Ohio
$518K -$48.5K -272 -9%
RHAM
2097
Round Hill Asset Management
California
$518K -$26.8K -150 -5%
CT
2098
Columbia Trust
Oregon
$517K +$5.34K +30 +1%
MA
2099
MCF Advisors
Kentucky
$516K -$623K -3,493 -55%
SSA
2100
South Street Advisors
New York
$516K – – –
82 83
84
85 86