BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,648 hedge funds and large institutions have $214B invested in Berkshire Hathaway Class B in 2019 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 943 increasing their positions, 976 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,648
Holders Change
+235
Holders Change %
+9.74%
% of All Funds
52.29%
Holding in Top 10
495
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.76%
% of All Funds
9.77%
New
354
Increased
943
Reduced
976
Closed
79
Calls
$3.71B
Puts
$2.67B
Net Calls
+$1.05B
Net Calls Change
+$754M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.11B
2
Goldman Sachs
Goldman Sachs
New York
+$427M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
4
GQG Partners
GQG Partners
Florida
+$230M
5
Barclays
Barclays
United Kingdom
+$219M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.13B
2
HighTower Advisors
HighTower Advisors
Illinois
-$281M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSI
2326
Scott & Selber Inc
Texas
$340K – – –
VWA
2327
VERITY Wealth Advisors
United States
$340K – – –
T
2328
TrueFG
Texas
$340K +$340K +1,499 New
RI
2329
Rudd International
Florida
$339K – – –
DIM
2330
DC Investments Management
Virginia
$339K +$9.96K +44 +3%
CAN
2331
Claraphi Advisory Network
United States
$338K -$125K -552 -27%
CPC
2332
Consolidated Planning Corp
Georgia
$336K +$336K +1,484 New
MCM
2333
Mainstay Capital Management
Michigan
$335K – – –
SFG
2334
Sunburst Financial Group
Alabama
$335K +$335K +1,480 New
HWM
2335
Howard Wealth Management
Connecticut
$335K +$335K +1,480 New
HWA
2336
Heritage Way Advisors
Illinois
$334K – – –
WCWM
2337
Willow Creek Wealth Management
California
$329K +$2.95K +13 +0.9%
BPSG
2338
Brookfield Public Securities Group
New York
$328K +$328K +1,450 New
NEPPG
2339
New England Professional Planning Group
Rhode Island
$327K +$327K +1,442 New
MCWA
2340
Meadow Creek Wealth Advisors
Georgia
$326K +$326K +1,439 New
CWM
2341
Chesapeake Wealth Management
Virginia
$325K -$87.1K -385 -21%
CCA
2342
Conservest Capital Advisors
Pennsylvania
$325K – – –
IC
2343
Iconiq Capital
California
$324K -$423K -1,867 -57%
WA
2344
WESPAC Advisors
California
$323K -$2.26K -10 -0.7%
RAM
2345
Riggs Asset Management
Pennsylvania
$323K – – –
TWP
2346
TFO Wealth Partners
Ohio
$323K +$323K +1,430 New
RSS
2347
Rosenblum Silverman Sutton
California
$322K – – –
CWM
2348
Campbell Wealth Management
Virginia
$320K +$21.5K +95 +7%
RIG
2349
Renaissance Investment Group
Massachusetts
$320K +$98.2K +434 +44%
PFG
2350
PAX Financial Group
Texas
$320K +$320K +1,410 New
92 93
94
95 96