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 %
CG
2151
CFO4Life Group
Texas
$469K -$27.7K -155 -6%
BCM
2152
BTC Capital Management
Iowa
$469K +$80.2K +450 +21%
SNT
2153
Security National Trust
West Virginia
$467K +$26.8K +150 +6%
HWA
2154
HHM Wealth Advisors
Tennessee
$462K -$8.4K -47 -2%
TCWM
2155
Total Clarity Wealth Management
Illinois
$461K -$26.4K -148 -5%
LC
2156
Landaas & Company
Wisconsin
$461K – – –
PAG
2157
Pinnacle Advisory Group
Maryland
$459K +$23.2K +130 +5%
PPCM
2158
Pillar Pacific Capital Management
California
$457K -$8.92K -50 -2%
JWM
2159
JGP Wealth Management
Oregon
$457K +$7.98K +44 +2%
SHWM
2160
Silicon Hills Wealth Management
Texas
$455K -$136K -760 -23%
FNBOH
2161
First National Bank of Hutchinson
Kansas
$454K -$165K -926 -27%
PPSG
2162
Princeton Portfolio Strategies Group
New Jersey
$454K -$35.7K -200 -7%
DP
2163
Denver PWM
Colorado
$454K +$34.4K +193 +8%
AIP
2164
Almanack Investment Partners
Pennsylvania
$453K +$90.3K +506 +25%
FA
2165
Faithward Advisors
Pennsylvania
$451K -$337K -1,888 -43%
BWFA
2166
Baltimore-Washington Financial Advisors
Maryland
$450K -$1.43M -1,559 -76%
IC
2167
Inscription Capital
Texas
$450K +$52K +291 +13%
APSP
2168
Asset Planning Services (Pennsylvania)
Pennsylvania
$449K – – –
W
2169
WealthStone
Ohio
$449K +$154K +864 +52%
MG
2170
Meritage Group
California
$448K +$448K +2,511 New
I
2171
IberiaBank
Louisiana
$447K -$197K -1,105 -31%
VIP
2172
Vantage Investment Partners
Missouri
$446K – – –
MAA
2173
Matrix Asset Advisors
New York
$446K +$4.65K +26 +1%
GG
2174
Gleason Group
Kentucky
$445K -$17.9K -100 -4%
OLA
2175
Oliver Luxxe Assets
New Jersey
$445K +$5.35K +30 +1%
85 86
87
88 89