BRK.B icon

Berkshire Hathaway Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
CS
2126
Capital Square
Tennessee
$495K +$79.4K +445 +19%
TLP
2127
Trinity Legacy Partners
Texas
$493K -$11.3K -62 -2%
AWM
2128
Aevitas Wealth Management
Massachusetts
$492K +$3.03K +17 +0.6%
CPA
2129
Capital Planning Advisors
California
$491K -$22K -123 -4%
BCM
2130
Bienville Capital Management
New York
$489K
SSWM
2131
Sheets Smith Wealth Management
North Carolina
$489K +$105K +590 +27%
VWM
2132
Venturi Wealth Management
Texas
$488K -$385K -2,155 -44%
MPCG
2133
Matrix Private Capital Group
New York
$486K +$19.8K +111 +4%
TFF
2134
The Family Firm
Maryland
$484K -$102K -572 -17%
CYG
2135
Clean Yield Group
Vermont
$484K
JCM
2136
Jag Capital Management
Missouri
$484K
MPIA
2137
Mountain Pacific Investment Advisers
Idaho
$483K
BOM
2138
Bank of Marin
California
$483K +$113K +634 +31%
CWM
2139
Connecticut Wealth Management
Connecticut
$482K +$153K +858 +47%
KPF
2140
K2 Principal Fund
Ontario, Canada
$482K +$482K +2,700 New
BHBT
2141
Burke & Herbert Bank & Trust
Virginia
$481K -$37.5K -210 -7%
TCM
2142
Tandem Capital Management
New Jersey
$479K -$74.4K -417 -13%
DSN
2143
D. Scott Neal
Kentucky
$479K
KFI
2144
Key Financial Inc
Pennsylvania
$474K
WMC
2145
Westwood Management Corporation
Illinois
$473K
PWM
2146
PBMares Wealth Management
Virginia
$473K
FUBT
2147
First United Bank & Trust
Maryland
$472K -$3.57K -20 -0.8%
DP
2148
Dearborn Partners
Illinois
$472K
CAG
2149
Csenge Advisory Group
Florida
$471K +$168K +939 +55%
FP
2150
Financial Perspectives
Minnesota
$471K +$27.7K +155 +6%