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 %
IWA
2376
Independence Wealth Advisors
Virginia
$268K – – –
VWA
2377
VERITY Wealth Advisors
United States
$268K – – –
SFG
2378
Sunburst Financial Group
Alabama
$268K +$1.61K +9 +0.6%
JGGDR
2379
JGP Global Gestao de Recursos
Brazil
$268K +$268K +1,500 New
CIA
2380
Cascade Investment Advisors
Oregon
$267K – – –
TF
2381
Trek Financial
Arizona
$267K +$20.3K +114 +8%
CF
2382
Corrigan Financial
Rhode Island
$267K -$3.57K -20 -1%
CCFM
2383
Clear Creek Financial Management
Washington
$266K +$74K +416 +39%
RCM
2384
RNC Capital Management
California
$264K -$111K -624 -30%
CISOA
2385
Capital Investment Services of America
Wisconsin
$261K – – –
IAMOG
2386
Investors Asset Management of Georgia
Georgia
$260K +$53.6K +300 +26%
FFG
2387
Fortem Financial Group
California
$259K -$1.79K -10 -0.7%
WCWM
2388
Willow Creek Wealth Management
California
$259K – – –
SAM
2389
Selway Asset Management
$259K +$33.9K +190 +15%
HWM
2390
Howard Wealth Management
Connecticut
$258K -$8.39K -47 -3%
SCP
2391
Silverleafe Capital Partners
Tennessee
$258K +$891 +5 +0.3%
CCA
2392
Conservest Capital Advisors
Pennsylvania
$257K – – –
MHR
2393
Matthew Hamilton Rosenberg
$257K +$33.6K +188 +15%
CIC
2394
Cornercap Investment Counsel
Georgia
$256K -$8.93K -50 -3%
SPP
2395
Single Point Partners
Massachusetts
$255K -$41.3K -231 -14%
IC
2396
Iconiq Capital
California
$255K – – –
HCM
2397
HM Capital Management
Missouri
$255K +$8.94K +50 +4%
ACA
2398
Affinity Capital Advisors
California
$254K -$7.84K -44 -3%
RAM
2399
Riggs Asset Management
Pennsylvania
$254K – – –
LWMM
2400
Legacy Wealth Management (Mississippi)
Mississippi
$253K +$31.2K +175 +14%
94 95
96
97 98