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 %
SFG
2226
StrategIQ Financial Group
Indiana
$402K +$17.9K +100 +5%
FBT
2227
First Bank & Trust
South Dakota
$401K -$31K -174 -7%
OA
2228
Oxbow Advisors
Texas
$401K -$30.3K -170 -7%
SHGA
2229
Sand Hill Global Advisors
California
$401K +$23.2K +130 +6%
ACWM
2230
Adams Chetwood Wealth Management
North Carolina
$401K +$70.6K +395 +21%
AHB
2231
Abner Herrman & Brock
New Jersey
$400K -$8.2K -46 -2%
RWMH
2232
Riverpoint Wealth Management Holdings
Illinois
$398K -$166K -928 -29%
CWG
2233
Cornerstone Wealth Group
North Carolina
$398K -$18.4K -103 -4%
BP
2234
Broadleaf Partners
Ohio
$397K +$35.7K +200 +10%
KCM
2235
Kornitzer Capital Management
Kansas
$395K -$884K -4,946 -69%
ABP
2236
Arthur B. Page
$395K – – –
SFWC
2237
Strategic Family Wealth Counselors
New Jersey
$395K +$107K +600 +37%
GM
2238
GeoWealth Management
Illinois
$395K +$395K +2,218 New
MC
2239
Matisse Capital
Oregon
$394K – – –
FEM
2240
Fulcrum Equity Management
Texas
$393K – – –
AssetMark Inc
2241
AssetMark Inc
California
$391K -$13.4M -75,144 -97%
GIA
2242
Gladstone Institutional Advisory
Florida
$389K -$320K -1,793 -45%
FNBTCON
2243
First National Bank & Trust Co of Newtown
Pennsylvania
$388K +$31.2K +175 +9%
OCM
2244
One Capital Management
California
$387K -$332K -1,861 -46%
RIM
2245
Rockbridge Investment Management
New York
$387K +$387K +2,169 New
DWM
2246
Dorchester Wealth Management
Quebec, Canada
$385K -$377K -2,111 -49%
BAMG
2247
Brand Asset Management Group
Missouri
$385K -$250K -1,400 -39%
AFS
2248
Access Financial Services
Minnesota
$385K – – –
FVCM
2249
F&V Capital Management
Florida
$385K +$385K +2,155 New
SWIG
2250
Strategic Wealth Investment Group
Kentucky
$384K -$105K -589 -21%
88 89
90
91 92