BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,655 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 876 increasing their positions, 1,228 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,655
Holders Change
+49
Holders Change %
+1.88%
% of All Funds
53.71%
Holding in Top 10
439
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.02%
% of All Funds
8.88%
New
164
Increased
876
Reduced
1,228
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.53B
2
GQG Partners
GQG Partners
Florida
+$644M
3
Artisan Partners
Artisan Partners
Wisconsin
+$371M
4
Bank of America
Bank of America
North Carolina
+$241M
5
QP
Quilter Plc
United Kingdom
+$232M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$842M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$523M
3
Principal Financial Group
Principal Financial Group
Iowa
-$434M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$289M
5
Norges Bank
Norges Bank
Norway
-$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFASL
2176
Lugano Financial Advisors SA (LFA)
Switzerland
$490K – – –
FBT
2177
First Bank & Trust
South Dakota
$490K +$11.3K +53 +2%
SWAG
2178
Spectrum Wealth Advisory Group
California
$488K +$230K +1,083 +89%
CAM
2179
Congress Asset Management
Massachusetts
$487K +$2.13K +10 +0.4%
WFM
2180
Wolff Financial Management
Michigan
$485K -$281K -1,318 -37%
SWP
2181
Strategic Wealth Partners
Ohio
$485K -$16.2K -76 -3%
ABTD
2182
Arvest Bank Trust Division
Oklahoma
$484K -$145K -683 -23%
3F
2183
360 Financial
Minnesota
$480K -$5.33K -25 -1%
OA
2184
Oxbow Advisors
Texas
$479K – – –
FNBTCON
2185
First National Bank & Trust Co of Newtown
Pennsylvania
$479K +$16K +75 +3%
AAIM
2186
American Assets Investment Management
California
$479K +$479K +2,250 New
PC
2187
Port Capital
Illinois
$478K -$20.5M -96,550 -98%
ACWM
2188
Adams Chetwood Wealth Management
North Carolina
$478K – – –
RCM
2189
Radnor Capital Management
Pennsylvania
$478K +$45.8K +215 +11%
AWM
2190
Aprio Wealth Management
Georgia
$477K -$29.8K -140 -6%
PFGIA
2191
Patriot Financial Group Insurance Agency
Massachusetts
$477K +$33.9K +159 +8%
AIA
2192
Allied Investment Advisors
Montana
$477K +$53.9K +253 +13%
ACM
2193
Alta Capital Management
Utah
$476K -$272K -1,280 -36%
RWMH
2194
Riverpoint Wealth Management Holdings
Illinois
$475K – – –
TC
2195
Trilogy Capital
California
$475K +$63.8K +300 +16%
HC
2196
Hamilton Capital
Ohio
$472K -$54.5K -256 -10%
ABP
2197
Arthur B. Page
$472K – – –
CWG
2198
Cornerstone Wealth Group
North Carolina
$471K -$2.77K -13 -0.6%
BP
2199
Broadleaf Partners
Ohio
$471K -$2.13K -10 -0.4%
AI
2200
Atom Investors
Texas
$470K -$8.03M -37,673 -94%
86 87
88
89 90